Business Details
30 Years
experience
Trusted Accounting & Tax Services in Stamford, CT
Coppola Accounting and Financial has been delivering comprehensive accounting and financial services since 1996. Our team of seasoned professionals specializes in income tax preparation, tax consulting, and bookkeeping tailored to individuals and small to mid-size businesses. With a commitment to professional excellence and personalized service, we prioritize client satisfaction while maintaining affordability. Katharine Coppola, owner and certified professional with over 19 years of investment experience, leads our firm with expertise in tax efficiency and financial planning. Our services extend to tax return preparation, 401K/IRA management, and out-of-state tax compliance.We serve Stamford, Connecticut, and surrounding areas with convenient office hours and secure document submission options. Our team's combined decades of experience in accounting, financial services, and community involvement underscores our dedication to client success. We maintain affiliations with local business organizations and professional networks to better serve our community. Client testimonials consistently highlight our accuracy, personalized attention, and long-term reliability. This enduring commitment to quality service has earned us repeat clients spanning decades.
Services
Tax Preparation
Bookkeeping Services
Tax Consulting
Small Business Accounting
Financial Planning
Details
- Year established: 1996
Highlights and features
- Certified professionals with 10+ years of tax preparation experience
- Personalized service tailored to individual and business needs
- Proven expertise in Connecticut state and federal tax compliance
- Secure document submission options for client convenience
- 25+ combined years of local accounting experience
What people say
Excellent service
Knowledgeable staff
Caring professionals
Accurate tax preparation
Long-term reliability
Services
Tax Preparation
We specialize in comprehensive tax return preparation for individuals and businesses. Our services cover federal, state, and local tax filings with expertise in Connecticut regulations. Our experienced team ensures accurate deductions and credits while maintaining compliance with current tax laws. Clients benefit from our secure document submission options and personalized filing assistance.
Bookkeeping Services
Our bookkeeping services maintain accurate financial records for small to mid-size businesses. We handle accounts payable/receivable, payroll processing, and financial statement preparation. Our systematic approach ensures organized records that support informed business decisions and simplify tax season preparation for Connecticut-based companies.
Tax Consulting
We provide strategic tax planning and consulting services to optimize financial outcomes. Our expertise includes tax efficiency strategies for real estate professionals and investment portfolio management. Clients receive personalized guidance on tax implications and long-term financial planning tailored to Connecticut's regulatory environment.
Small Business Accounting
Comprehensive accounting solutions for Connecticut small businesses. Services include financial reporting, cash flow management, and tax compliance. Our team supports business owners with tailored financial strategies that promote growth while maintaining regulatory compliance through all stages of business development.
Financial Planning
We offer financial planning services focusing on tax-efficient investment strategies. Our certified professionals provide retirement planning, estate tax considerations, and wealth preservation techniques. Clients benefit from our expertise in Connecticut-specific financial regulations and long-term wealth management approaches.
People
Katharine Coppola
Owner
With over 19 years investment experience and 10+ years tax preparation expertise, Katharine leads Coppola Accounting and Financial since 2021. She holds a Series 65 license and previously served as Senior Territory Manager at Jefferson National. Her background includes financial planning and asset allocation analysis at UBS Financial Services.
Anthony Coppola
Founder
Tony Coppola brings 30+ years accounting experience to the firm. A Sacred Heart University graduate, he maintains active roles in local charitable organizations including the Prometheum Club and American Legion. His military service and community involvement span decades, complementing his extensive accounting expertise.
Questions
What tax services do you offer for small businesses?
We provide comprehensive business tax services including return preparation, payroll tax compliance, and tax planning strategies tailored to Connecticut businesses.
Can you help with delinquent tax returns?
Yes, we specialize in preparing delinquent tax returns while ensuring compliance with current regulations and minimizing potential penalties.
Do you offer virtual tax preparation options?
We provide secure document submission via email and fax, with virtual consultations available for tax preparation needs.
What accounting services are available for startups?
Our startup services include bookkeeping setup, financial reporting, and tax compliance guidance to establish strong financial foundations.
How do you handle complex investment tax situations?
Our team has specialized expertise in investment tax efficiency, including 401K/IRA management and tax implications for investment portfolios.
