Business Details
Trusted Accounting & Tax Services in New Milford, CT
Malkin Mark A CPA is a full-service accounting firm licensed in Connecticut, dedicated to providing high-quality technical expertise combined with personalized attention to help clients achieve their financial goals. With over four decades of experience serving western Connecticut, our team of certified professionals prioritizes professionalism, responsiveness, and quality in addressing the evolving challenges of tax compliance, financial planning, and business growth. Our commitment to staying current with regulatory developments and leveraging advanced technologies ensures clients receive accurate, efficient solutions tailored to their unique needs.Built on a foundation of client referrals and long-standing community relationships, we serve individuals, executives, and businesses with transparent, ethical practices. Our team includes seasoned CPAs with extensive backgrounds in public accounting, corporate finance, and nonprofit organizations, ensuring comprehensive support for diverse financial needs.
Services
Tax Preparation
Tax Planning
Personal Financial Planning
Estate Planning
Small Business Accounting
QuickBooks Services
Cash Flow Management
Strategic Business Planning
Succession Planning
Non-Profit Tax Services
Highlights and features
- Over 40 years of dedicated accounting expertise in Connecticut
- Personalized attention tailored to individual and business financial goals
- Utilize the latest technology for accurate and efficient financial solutions
- Comprehensive knowledge of evolving tax regulations and compliance standards
- Proven track record of client satisfaction through transparent practices
Services
Tax Preparation
Our tax preparation services ensure accurate, timely filing for individuals and businesses. We handle complex returns, maximize deductions, and maintain compliance with federal and state regulations. Clients benefit from our expertise in minimizing liabilities while avoiding common filing errors.
Tax Planning
We develop customized tax planning strategies to reduce liabilities through legal deductions, credits, and timing optimizations. Our proactive approach addresses changing regulations and aligns with long-term financial goals. Clients receive ongoing guidance to adapt strategies as circumstances evolve.
Small Business Accounting
We manage bookkeeping, financial reporting, and compliance for small businesses. Services include cash flow analysis, payroll processing, and financial statement preparation. Our support enables business owners to focus on operations while maintaining accurate, up-to-date records.
Estate Planning
Our estate planning assistance covers wills, trusts, and asset distribution strategies. We simplify complex legal requirements and ensure clients' wishes are documented properly. The service includes coordination with legal professionals to create comprehensive, compliant plans.
QuickBooks Services
We offer QuickBooks setup, training, and ongoing support to streamline financial management. Our team helps businesses implement the software effectively, troubleshoot issues, and generate accurate financial reports. This service improves efficiency for clients managing day-to-day accounting tasks.
People
Mark A. Malkin
Partner
Certified Public Accountant since 1983 with extensive local experience. Active in community boards and tax planning division of AICPA. Graduated from Western Connecticut State University.
Laura J. Daigle
Partner
CPA with expertise in public accounting and corporate finance. Former Corporate Controller at Chilton Investment Company. Graduate of University of North Carolina at Chapel Hill.
Daniel J. Malkin
Partner
CPA specializing in tax planning and technology management. Member of Connecticut Society of CPAs. University of Connecticut graduate with marathon-running and golfing interests.
Ingrid Tomaino
Bookkeeping Specialist
Expert in QuickBooks setup and client bookkeeping. Handles payroll and tax reporting. Irish immigrant with over 25 years at the firm, passionate about NASCAR and Dallas Cowboys.
Joan Cassel
Senior Accountant
Experienced in tax preparation and financial reporting. Former country club controller with 20+ years in local CPA firms. Resident of New Milford since 1974.
Questions
What accounting services do you offer for small businesses?
We provide small business accounting, QuickBooks setup and training, cash flow management, bank financing guidance, and strategic business planning to help local businesses thrive.
Do you specialize in tax preparation and planning?
Yes, we offer comprehensive tax services including preparation, audit representation, and proactive planning to legally minimize tax liabilities for individuals and businesses.
What personal financial planning services are available?
Our services include estate planning assistance, elder care financial management, and personalized strategies to protect assets and achieve long-term financial goals.
