Client Services

Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description. As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.


Accounting Services

Audit Services

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. Audits differ from reviews and compilations, as they are an intensive examination of your company's systems and records providing the highest level of assurance.

Go To Top

Bookkeeping/Write-Up

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.

Go To Top

Forensic Accounting

Fraud is a word that nobody likes to hear. Fraud and abuse is a growing problem that affects practically every organization, no matter their size. Even organizations with the tightest internal controls can be susceptible to fraud and abuse.

Fraud is not just the conventional meaning of “stealing”. Fraud can happen in a variety of ways including asset misappropriations, occupational fraud, or financial statement misstatements. If you are concerned about financial discrepancies or vulnerabilities in your organization, you need a forensic accountant. Forensic accountants go beyond looking at just the numbers.

What is forensic accounting? Forensic accounting is the science that deals with the relation and application of finance, accounting, tax, and auditing knowledge to analyze, investigate, inquire, test and examine matters in civil law, criminal law and jurisprudence in an attempt to obtain the truth from which to render an expert opinion.

Our firm includes forensic accountants who are Certified Fraud Examiners (CFEs). A certified fraud examiner is a leader in the anti-fraud community and is noted as a specialist in the prevention, detection and deterrence of fraud. The CFE designation is only awarded to those who have the proven ability to prevent, detect and investigate a wide range of fraudulent conduct. The Certified Fraud Examiners on staff are members of the Association of Certified Fraud Examiners and the Connecticut Chapter of the Association of Certified Fraud Examiners.

Our Certified Fraud Examiners on staff specialize in the following areas:

- Assisting in the prevention, detection, and deterrence of fraud

- Fraud and financial investigations

- Asset misappropriations

- Occupational fraud

- Financial statement misstatements

- General internal control studies

Go To Top

Consulting Services

Business Consulting

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.

Go To Top

Computer Consulting

Whether you are contemplating the addition of new computer hardware or overhauling your network, our experienced staff can assist you with many of the difficult decisions that must be made when designing your business' computer systems.

Go To Top

Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

Go To Top

Management Advisory Services

Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success.

Go To Top

Other Services

Notary Public

Bring us your important documents to notarize.

Go To Top

Tax Services

Payroll Services

As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.

Go To Top

Sales Tax Services

Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.

Go To Top

Tax Services

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:

*Tax planning & return preparation

- Individuals

- Corporations

- Partnerships

- LLCs/LLPs

- Estates, trusts & gift

- Not-for-profit organizations

*Taxing authority representation

*Divorce and support issues

*Tax effects of buying/selling a business

Go To Top

Miscellaneous

Auto Dealerships

Is your dealership heading in the right direction? Are all of the departments in your dealership profitable and meeting your financial goals? Are your fixed operations absorbing a sufficient amount of your dealership overhead? Is your dealership sacrificing profits in order to keep your customers happy, your CSI up and the factory satisfied?

These are just some of the questions the owners, general managers, controllers and department managers face when operating a dealership. Automobile dealerships operate in a highly competitive environment and face challenges unlike any of those in other industries. Dealership accounting is unique and our accounting staff has developed this unique expertise over the years. We can help you answer these questions, find a solution and design and implement a business plan or strategy that is suitable to your dealership needs.

We keep informed and abreast of issues through seminars, contact with our client dealerships, and various organizations, such as the Connecticut Automotive Trades Association (CATA), the National Association of Automobile Dealers (NADA), and other automotive related associations.

Our dealership clients span across the State of Connecticut and we can deliver the following unique dealership services based upon our experience:

- Tax planning, consulting, and preparation of all federal and state income tax returns

- IRS audit support

- LIFO (Last In / First Out) calculations

- Audit, review and compilation accounting services

- Internal control studies

- Employee demonstrator vehicles

- Inventory capitalization issues

- Warranty contract accounting

Go To Top

Credit Unions

Financial institutions operate in a regulated environment and face constant challenges. Financial institutions need to comply with strict federal and state regulatory requirements and income tax laws. Our extensive experience in performing audits and providing other specialized services over many years for financial institutions has enabled us to acquire a comprehensive understanding of the operations of financial institutions. Within our firm, we have developed a specialized group to service financial institutions. The members of our group have experience in all phases of auditing and reporting, including preparation of financial statements and management letters.

We keep abreast of current developments in a number of ways. We subscribe to a multitude of publications and regularly attend seminars and conferences. In addition, we obtain valuable information from trade associations serving financial institutions, including the Connecticut Bankers Association, the FDIC, the State of Connecticut Banking Department and the Center for Financial Training Atlantic States.

We can deliver the following unique services to financial institutions based upon our experience:

- Auditing and other accounting services

- Supervisory committee audit assistance

- Loan file and classification reviews

- Loan policy reviews

- Asset and liability policy reviews

- Internal control systems evaluations

- Forensic accounting services

- Information technology advisory services

- Accounting manual assistance/preparation

Go To Top

Government Entities

Governmental accounting has become as diverse as other areas in the accounting field in recent years. We have developed an efficient and effective approach to handling all of our governmental clients’ needs. We keep abreast of all governmental issues, including accounting and financial reporting standards issued by the Governmental Accounting Standards Board. Our extensive experience in performing audits and providing other specialized services over many years for governmental organizations has enabled us to acquire a comprehensive understanding of governmental operations. Within our firm, we have developed a specialized group to service governmental organizations. The members of our group have experience in all phases of auditing and reporting, including preparation of financial statements and management letters. Our clients include municipalities, school districts, transit districts and state agencies.

Our firm includes staff members who are members of the Government Finance Officers Association (GFOA). The GFOA is the professional association of state/provincial and local finance officers in the United States and Canada, and has served the public finance profession since 1906. Members of our firm also belong to the Connecticut Government Finance Officers Association and the Connecticut Conference of Municipalities.

We can deliver the following unique governmental services based upon our experience:

- Auditing and other accounting issues

- Grant compliance in accordance with the OMB Circular A-133 and State single audit acts.

- Assistance preparing basic financial statements as well as comprehensive annual financial reports

- Assistance in applying for the GFOA Certificate of Achievement for Excellence in Financial Reporting

- Internal control systems evaluations

- Forensic accounting services

- Information technology advisory services

Go To Top

Not-for-Profit Organizations

Not-for-profit executives and board members have many responsibilities and usually there is little time left for keeping up to date with the organization’s financial reporting requirements. Not-for-profit organizations need to comply with strict federal and state reporting requirements, income tax laws, and government grant regulations. Our broad experience with not-for-profit organizations has enabled us to obtain the necessary knowledge to assist our not-for-profit clients in all aspects of their organizations. Charitable organizations, private foundations, trade associations, schools and colleges are all part of our not-for-profit practice.

We actively support trade associations serving not-for-profit organizations including the National Club Association and the Connecticut Society of Association Executives. We strive to provide our not-for-profit clients with up to date information which is communicated through our quarterly newsletter, Monitor.

We can deliver the following unique not-for-profit services based upon our experience:

- Auditing, review and compilation accounting services

- Grant compliance in accordance with the OMB Circular A-133 and State single audit acts.

- Assistance preparing financial statements

- Tax return preparation including Forms 990, 990-T, 990-PF or exemption applications

- Unrelated business income tax (UBIT) issues

- Internal control systems evaluations

- Forensic accounting services

- Information technology advisory services

- Accounting manual assistance/preparation

Go To Top

Schools and Colleges

Schools and colleges face many challenges in their daily operations. Schools and colleges need to comply with strict federal and state reporting requirements, income tax laws, and government grant regulations. Our extensive experience with schools and colleges has enabled us to acquire a comprehensive understanding of school and college operations. Within our firm, we have developed a specialized group to service schools and colleges. The members of our group have experience in all phases of auditing and reporting, including preparation of financial statements and management letters. Our clients include independent elementary and secondary schools and private colleges.

We keep abreast of current developments in a number of ways. We subscribe to a multitude of publications and regularly attend seminars and conferences. In addition, we obtain valuable information from trade associations serving schools and colleges, including the National and Connecticut Associations of Independent Schools and the National Association of College and University Business Officers. We strive to provide our school and college clients with up to date information which is communicated through our quarterly newsletter, Monitor.

We can deliver the following unique services based upon our experience:

- Auditing and other accounting issues

- Grant compliance in accordance with the OMB Circular A-133 and State single audit acts

- CHEFA and MIFA bond offering review and compliance

- Tax return preparation including Forms 990, 990-T, 990-PF or exemption applications

- Unrelated business income tax (UBIT) issues

- Internal control systems evaluations

- Forensic accounting services

- Information technology advisory services

- Accounting manual assistance/preparation

- Departmental reviews

Go To Top

Single Audits A-133

We perform both state and federal single audits to ensure that the organization's governing body maintains its compliance with federal and state grant awards. Our audits add value to those charges with governance by identifying the proper controls, systems, and procedures necessary for grant compliance.

Go To Top