All services

Individuals, businesses, estates & trusts

Tax preparation & planning

Besides expert preparation of your federal and state returns, we help you plan through the year so April is not a surprise. Our preparers are recognized by the IRS and have spent years in this work. The goal is straightforward: the refund you are entitled to, or the lowest legal liability, without the hours and errors that come from doing it alone.

Call (860) 763-3478
A quiet desk with folders, a pen, and morning light

What is included

  • Individual, S corporation, partnership, estate, and trust returns
  • Year-round tax planning, not just filing season
  • Connecticut, Massachusetts, and multi-state returns
  • Foreign income reporting and information returns when they apply
  • Competitive fees — typically below the large franchise shops
  • Referral discounts for clients who send us new work
Next: Accounting

Bring the file in. We will take it from there.

Call or text the office. Existing clients can also use the portal.

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