Our Wallingford location has changed. Please update your records:
85 Barned Rd, Ste 300, Wallingford, CT 06492
Our Team
Our services
Consultation
Expertise opinion on various areas such as budgeting, investment planning, risk management, tax strategies, retirement planning, and more.
Accounting and Bookkeeping
Systematic recording, organizing, and analysis of financial transactions to ensure accurate financial reporting and decision-making.
Tax Planning and Preparation
Strategizing tax liabilities and optimizing financial resources; completing and filing of tax returns for individuals and businesses.
Estate and Trust Planning
Managing and distributing assets with minimizing taxation and legal complexities.
Audit Services
Professional examination and evaluation of financial records, systems, and processes of an organization to provide independent and objective assessment of an entity's financial statements.
Payroll Processing
Systematic and accurate calculations and distribution of employee salaries, wages and benefits within organization ensuring compliance with labor laws and regulations.
Business Advisory
Strategic guidance and support to organizations ; assisting companies in making informed financial decisions, improving performance and achieving their business goals.