Business Details
Your Trusted Accounting Partner in Greenwich, CT
Politi & Magnifico has been serving clients for over four decades, combining expertise, experience, and a commitment to excellence in accounting and financial services. Our firm prioritizes personalized attention, ensuring each client receives tailored solutions for their unique needs. With a focus on integrity and professionalism, we deliver comprehensive services for individuals, executives, and small businesses. Our dedication to staying current with evolving tax laws and financial strategies enables us to provide proactive, legally sound advice. Located in Greenwich, Connecticut, we serve local communities and surrounding areas, building long-term relationships grounded in trust and reliability.Our team of certified professionals brings decades of collective experience to every engagement, emphasizing transparency and client education. By integrating traditional accounting practices with modern financial planning tools, we empower clients to achieve their goals. Our values-driven approach ensures that every decision aligns with our clients' best interests, fostering confidence and long-term success.
Services
Tax Services
Accounting Services
Financial Planning
Estate Planning
Tax Audit Representation
Business Tax Planning
QuickBooks Services
Retirement Planning
Non-Profit Accounting
IRS Audit Support
Highlights and features
- We offer over 40 years of combined experience in accounting and tax services.
- Our team provides personalized attention to every client's unique needs.
- We specialize in proactive tax planning and audit representation strategies.
- We serve Greenwich, CT and surrounding areas with local market expertise.
- Our certified professionals deliver comprehensive financial planning solutions.
Services
Tax Services
We provide comprehensive tax services for individuals and businesses, including annual filings, strategic planning, and compliance management. Our team stays current with evolving tax laws to ensure accurate, legally sound returns. Clients benefit from proactive strategies to minimize liabilities while maximizing refunds and long-term savings.
Accounting Services
Our accounting services include monthly/quarterly bookkeeping, financial statement preparation, and business advisory for small enterprises. We ensure accurate record-keeping and timely filings while offering insights to improve financial decision-making. Services are tailored to meet specific industry requirements and regulatory standards.
Estate Planning
We assist clients with estate planning strategies to protect assets and facilitate smooth wealth transfer. Services include trust creation, will preparation, and tax-efficient inheritance planning. Our approach simplifies complex legal processes while addressing individual family needs and long-term financial security.
Tax Audit Representation
We provide expert representation during tax audits, resolving disputes with federal and state agencies. Our team negotiates on clients' behalf to achieve favorable outcomes while ensuring compliance. Services include documentation review, penalty abatement, and audit appeal strategies for individuals and businesses.
Financial Planning
Our financial planning services cover retirement strategies, investment guidance, and risk management solutions. We create customized roadmaps aligned with life goals, balancing growth and protection. Clients receive ongoing support to adapt plans as circumstances evolve, ensuring sustained financial stability.
People
Peter E. Politi
CPA
Peter E. Politi brings decades of accounting expertise to Politi & Magnifico, specializing in tax strategy and business advisory services. His client-focused approach emphasizes clarity and practical solutions.
Frank Magnifico
CPA
Frank Magnifico offers extensive experience in financial planning and estate management, helping clients build sustainable wealth strategies tailored to their unique circumstances.
Will Arbieto-Lopez
CPA
Will Arbieto-Lopez specializes in tax compliance and audit representation, providing strategic guidance to resolve complex IRS and state tax issues efficiently.
Eleanor Torrellas
Accounting Professional
Eleanor Torrellas supports clients with meticulous attention to detail in accounting and financial reporting, ensuring accurate and timely delivery of services.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial reporting, tax compliance, and advisory services tailored to small businesses' needs.
How can you help with tax audit representation?
Our team negotiates with tax authorities to resolve audits, ensuring compliance while protecting your interests.
Do you offer personalized financial planning?
Yes, we create customized plans for retirement, estate management, and wealth preservation strategies.
Are you available for local clients in Greenwich?
We serve Greenwich, CT and surrounding areas with in-person and virtual consultation options.
What experience do your CPAs have?
Our team has over 40 years of combined experience in accounting, tax strategy, and financial advisory services.
