Tax

We provide quality, affordable tax preparation services to individuals and small businesses, and will meet with you around your schedule.

  • Individual (Federal & All States)
  • Corporation & Partnership
  • Fiduciary
  • Non-Profit
  • Employee & Payroll Filings

Accounting

Whatever your accounting needs are, from simple bookkeeping to financial statement preparation, we custom tailor our services to you.

  • Compilations & Preparations
  • Bookkeeping
  • Payroll services
  • Quickbooks Consulting
  • Business Consulting

Wealth Management

Funding for future retirement, college, or estate needs requires planning today. Let us help you make those choices.

  • Retirement Planning
  • Investment Planning
  • College Planning
  • Insurance Analysis
  • Estate Planning

Important Links

Access Your Smart Vault

Clients are encouraged to open and utilize the SmartVault client portal, which provides encrypted and secure communications of documents with us. Open or access your SmartVault here, and call our office if you have any questions.

 

Latest News

Major changes concerning taxes have arrived in 2018.  Click here to read more about them.

 

On Line Appointment

Now, you can make an appointment to see Tony on line using our new scheduler.  Click here to continue.

 

Where's My Refund?

Check your Federal or State refund status by clicking below:

Federal

Connecticut

Massachusetts

New York

Vermont

IRS Taxpayer Online Account

The IRS offers an online taxpayer account access tool. With this tool, you can get Form 1040-series transcript types, check up to 18 months of your payment history, check on payoff amounts, and more. Click here to access the site.

Social Security Services

Various services are offered online via the social security web site. Services include requesting a replacement social security card, applying for benefits, getting a social security statement, and estimating your future benefits. Click here to access the web site.

 

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Mind the Pennies

...and the dollars will take care of themselves. Cash flow planning is essential, whether you're an individual planning for retirement or a small business owner looking to cover expenses and expand. We can help.