Welcome to Our Web Site


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

  • Individual (Federal & Most States)
  • Business Tax Returns
  • Fiduciary & Non-Profit
  • Employee & Payroll Filings


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 and individual taxpayers need more than just numbers; they need answers.  We offer our clients insights and answers.

  • Business Consulting
  • Business Tax Projections
  • Individual Tax Projections
  • W-4 Analysis

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.


Selected Tax News

Major changes concerning taxes are ongoing.  Continuing clients can access tax industry news here.  (Note that this area is under construction.)


Online Appointment

Current clients are advised to upload documents directly to your SmartVault or use our online appointment system to set up a meeting with Tony.  Prospective clients should contact the office directly at (860) 623-4306.

You can access our online appointment calendar here.


Where's My Refund?

Check your Federal or State refund status by clicking below:




New York


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.



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.