Business Details
50+ Years
experience
Professional Accounting Services in Middletown, CT
Founded in 1972, our firm has built a reputation for delivering precise and personalized accounting solutions to individuals and businesses across diverse industries. Our team of certified professionals combines decades of experience with innovative approaches to address complex financial challenges, ensuring clients receive actionable insights tailored to their unique needs. We prioritize transparency and long-term relationships, offering services ranging from tax preparation and estate planning to audit support and business advisory. With a focus on continuous quality control through AICPA peer reviews, we maintain rigorous professional standards while adapting to evolving regulatory landscapes. Our commitment to excellence extends beyond technical expertisewe actively engage with local communities and professional organizations to enhance our service delivery.Clients benefit from our deep industry knowledge in sectors like healthcare, construction, and nonprofit organizations, where we provide specialized accounting guidance. By balancing technical proficiency with personalized attention, we empower clients to make informed financial decisions that drive growth and stability. Our membership in the BDO Alliance USA further strengthens our capabilities through collaboration with top-tier accounting firms nationwide. This combination of local expertise and national resources positions us to deliver consistent, high-quality service to every client, regardless of size or complexity.
Services
Tax Preparation
Audit Services
Estate Planning
Bookkeeping
Business Advisory
Payroll Services
Nonprofit Accounting
Succession Planning
Cash Flow Management
IRS Representation
Details
- Year established: 1972
Highlights and features
- We offer 50+ years of combined experience in public accounting and tax advisory.
- Our team includes specialists in construction, healthcare, and nonprofit accounting.
- We maintain AICPA peer-reviewed quality control standards for audit accuracy.
- We provide personalized service with direct partner-level engagement for all clients.
- We combine local expertise with national resources through the BDO Alliance USA.
Associations and certifications
- AICPA
What people say
Experienced professionals
Personalized attention
Industry expertise
Timely service
Trustworthy advisors
Services
Tax Preparation
Our tax preparation services ensure accurate and compliant filings for individuals and businesses. We specialize in maximizing deductions while minimizing liabilities through strategic planning. With deep knowledge of evolving tax codes, we handle complex returns for high-net-worth individuals, corporations, and partnerships.
Audit Services
We provide comprehensive audit, review, and compilation services tailored to stakeholder requirements. Our AICPA-reviewed processes verify financial accuracy for creditors, investors, and regulatory bodies. We deliver actionable insights to improve internal controls and financial reporting transparency.
Estate Planning
Our estate planning solutions help clients organize asset distribution while minimizing tax burdens. We coordinate with legal professionals to create wills, trusts, and gifting strategies that align with long-term financial goals and family needs.
Business Advisory
We offer tailored advisory services covering cash flow management, succession planning, and operational efficiency. Our team develops customized strategies for business growth, risk mitigation, and compliance with evolving financial regulations across multiple industries.
Nonprofit Accounting
Specialized accounting services for tax-exempt organizations ensure compliance with IRS requirements. We manage grant reporting, donor restrictions, and financial transparency standards while supporting mission-driven financial stewardship for nonprofits and foundations.
People
Welles R. Guilmartin
Founder
Established the firm in 1972 with a commitment to personalized accounting services. Pioneered industry-specific solutions for construction and healthcare clients before retiring.
Michael DiPiro
Partner
Certified Public Accountant with 25+ years in tax strategy and business advisory. Focuses on manufacturing and real estate sectors while leading audit quality initiatives.
John Sokolowski
Partner
Specializes in nonprofit organizations and elder care financial planning. Serves as liaison for Connecticut Community Providers Association and local charitable initiatives.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, cash flow management, and tax compliance services tailored to small business needs.
Do you handle tax preparation for high-net-worth individuals?
Yes, our team specializes in complex individual tax returns with strategic planning for investment income and estate considerations.
How do you support nonprofit organizations?
We ensure IRS compliance through specialized accounting for grants, donor restrictions, and tax-exempt reporting requirements.
What sets your firm apart from other accounting services?
Combination of industry-specific expertise, AICPA-reviewed quality standards, and personalized partner-level client engagement.
Can you assist with business succession planning?
Yes, we develop comprehensive succession strategies for family-owned businesses including ownership transfer and tax-efficient structures.
