Business Details
30 Years
experience
Trusted CPA Services in Madison, CT
Founded in 1996, our firm has dedicated over 25 years to transforming traditional accounting into proactive financial strategy. As a CPA with nearly three decades of experience, I recognized early that tax preparation alone only reflects past decisions. My mission became clear: to provide forward-thinking solutions that address current financial challenges while building long-term wealth. Our expertise extends beyond standard accounting to include specialized tax resolution services, having successfully resolved numerous complex cases with the IRS. In 2016, I expanded my qualifications by becoming an Investment Adviser Representative, allowing us to offer fiduciary-level financial planning that complements our tax expertise. Our team combines deep technical knowledge with personalized service, ensuring clients receive comprehensive solutions tailored to their unique circumstances.We maintain active memberships in the American Institute of Certified Public Accountants and the Connecticut Society of Certified Public Accountants, upholding the highest professional standards. Our approach emphasizes transparency, proactive communication, and strategic planning to help clients navigate both immediate challenges and long-term financial goals. With extensive experience in both public accounting and corporate finance, we bring practical insights to every client engagement. Our commitment to excellence has earned us the trust of individuals and small businesses throughout Connecticut and beyond. We remain dedicated to evolving with changing regulations while maintaining our core focus: empowering clients to achieve financial success through expert guidance and personalized solutions.
Services
Tax Preparation
Tax Resolution
Investment Advisory
Retirement Planning
IRS Representation
Details
- Year established: 1996
Highlights and features
- 30 years of combined accounting and investment advisory experience
- Fiduciary standard of care for investment clients
- Proven success in complex tax resolution cases
- Personalized financial strategy development
- Transparent, proactive client communication
Associations and certifications
- American Institute of Certified Public Accountants
- Connecticut Society of Certified Public Accountants
- Securities and Exchange Commission (SEC)
Services
Tax Preparation
We prepare individual and business tax returns with meticulous attention to detail. Our service includes year-round tax planning to optimize deductions and credits while ensuring compliance with evolving regulations. Clients receive personalized guidance to navigate complex tax situations and achieve accurate filings.
Tax Resolution
Our firm specializes in resolving IRS collection issues through installment agreements, offers in compromise, and penalty abatement. We represent clients in IRS communications to prevent levies, garnishments, and liens while developing strategic solutions for tax debt settlement and compliance restoration.
Investment Advisory
As a fiduciary investment adviser, we create customized wealth management strategies aligned with clients' financial goals. Our service integrates tax-efficient investing, retirement planning, and portfolio management through collaboration with William Joseph Capital Management, Inc.
Retirement Planning
We develop comprehensive retirement plans considering tax implications, risk tolerance, and long-term objectives. Our approach combines investment strategy, tax-deferred savings vehicles, and regular progress reviews to ensure clients build sustainable financial security for their post-career years.
IRS Representation
Our firm provides professional IRS representation for audit defense and collection negotiations. We advocate for clients' interests while navigating complex tax disputes, ensuring proper documentation and strategic communication to achieve favorable resolutions while minimizing personal liability.
People
Dean Anatra
Owner
With nearly 30 years of accounting experience, Dean Anatra is a licensed CPA and Investment Adviser Representative. He founded the firm in 1996 after working in public accounting and corporate finance. His expertise spans tax strategy, financial planning, and IRS resolution cases.
Anthony Ferrucci
Senior Accountant
Anthony Ferrucci joined the firm in 2008, bringing experience from PricewaterhouseCoopers and H&R Block. He specializes in small business accounting and computerized systems, holding a summa cum laude accounting degree from Quinnipiac University.
Questions
What accounting services do you offer?
We provide tax preparation for individuals and businesses, tax planning, IRS representation, investment advisory services, and comprehensive financial strategy development.
How do you help with tax problems?
We assist with IRS collection issues through installment agreements, offers in compromise, penalty abatement, and audit representation while developing strategic resolution plans.
Are you qualified to give investment advice?
Yes, as a registered Investment Adviser Representative with fiduciary obligations, I provide investment advice through our partnership with SEC-registered William Joseph Capital Management, Inc.
What areas do you serve?
We primarily serve Madison, Connecticut and surrounding areas, supporting clients throughout the state and beyond with virtual consultations and remote document handling.
