Business Details
32 Years
experience
Trusted Tax and Accounting Services in Enfield, CT
Established in 1994, our firm combines large-firm expertise with personalized small-firm attention. We specialize in tailored tax, accounting, and consulting solutions for individuals, sole proprietors, and small businesses, including financial institutions and condominium associations. With over 28 years of combined experience, including 17 years managing tax practices at regional firms, we leverage deep technical knowledge to deliver strategic financial guidance.Our team prioritizes long-term client relationships, offering specialized services in federal/state tax compliance, estate planning, and business consulting. We maintain rigorous standards through AICPA-prescribed peer review participation while adapting to modern financial challenges.
Services
Tax Planning
Accounting Services
Estate Tax Services
Consulting Services
Financial Statements
Tax Compliance
Business Advisory
Tax Representation
State Tax Analysis
Financial Planning
Details
- Year established: 1994
Highlights and features
- 28+ years of combined accounting expertise
- Personalized service with small-firm attention
- Specialized tax planning for complex needs
- Local Enfield-based business understanding
- Transparent client-focused accounting practices
Associations and certifications
- American Institute of Certified Public Accountants
- Massachusetts Society of Certified Public Accountants
Services
Tax Planning
Our tax planning services help individuals and businesses minimize liabilities through strategic compliance. We analyze current financial situations to implement federal and state tax-saving strategies, optimize cash flow, and ensure regulatory adherence. Our approach combines technical expertise with personalized solutions for long-term financial benefits.
Estate Tax Services
We provide comprehensive estate tax planning to protect assets and facilitate smooth transfers. Our services include trust structuring, will reviews, and gifting strategies to minimize tax exposure. Specialized support covers business succession planning and addressing liquidity challenges from estate taxes while aligning with clients' legacy goals.
Accounting Services
We offer prepared financial statement services that provide clear business performance insights. Our accounting solutions include revenue tracking, receivables management, and key performance indicator identification. While not providing audits, we deliver accurate financial presentations meeting standard reporting requirements for internal and external stakeholders.
Business Advisory
Our business advisory services focus on operational improvements through tailored financial guidance. We assist with transaction structuring, tax accounting methods, and strategic planning. Specialized expertise in financial institutions helps clients navigate complex regulatory environments while optimizing tax positions and business performance.
Tax Representation
We represent clients during tax authority audits and appeals processes. Our experienced team provides dispute resolution services for federal and state tax matters. From initial audits through appeals, we work to achieve favorable outcomes while safeguarding clients' financial interests through documented compliance and strategic defense.
People
John S. Fitzgibbons
Owner
Certified Public Accountant with 28+ years of experience. Graduated Westfield State University 1987. Managed regional firm's tax practice 1997-2016. Specializes in financial institutions and business tax strategies. Reactivated private practice in 2016 focusing on personalized tax solutions.
Questions
What accounting services do you offer?
We provide tax compliance, estate planning, business advisory services, prepared financial statements, and specialized tax strategies for individuals and small businesses.
Do you handle business tax planning?
Yes, we offer comprehensive business tax planning including transaction structuring, state tax analysis, and accounting method reviews to optimize tax positions.
Are you available for estate tax consultations?
Yes, we specialize in estate tax planning with trust structuring, gifting programs, and business succession strategies tailored to individual needs.
What are your office hours?
Our office is open Monday-Thursday 9AM-4PM. We are closed Fridays and holidays.
Do you serve clients outside Enfield?
Yes, we serve clients throughout Connecticut and Massachusetts with remote and in-person consultation options available.
