Business Details
33 Years
experience
Your Trusted Partner for Accounting and Tax Services
We are a dedicated accounting and tax services firm with over two decades of experience serving individuals and businesses. Our expertise spans tax planning, IRS representation, accounting system implementation, and business formation, with a focus on personalized solutions tailored to each client's unique needs. Having worked in both public accounting and corporate finance, we bring deep industry knowledge and practical insights to every engagement. Our services include multi-state tax returns, financial statement preparation, and specialized support for non-profits, ensuring compliance and financial clarity. We prioritize client education and transparency, offering free 30-minute consultations to help clients understand their options.With certifications including CPA and CIA, we maintain the highest standards of professionalism and ethical practice. Our commitment extends beyond traditional accountingwe teach accounting principles at the university level, blending academic rigor with real-world application. We serve clients across Connecticut and New York, offering flexible meeting times including evenings and weekends. Our affiliations with organizations like AICPA and the Institute of Internal Auditors reflect our dedication to industry excellence. We pride ourselves on building long-term relationships by delivering reliable, results-driven financial guidance.
Services
Tax Planning
IRS Representation
Accounting Software Implementation
Bookkeeping
Financial Statements
Business Formation
Non-Profit Formation
Tax Debt Settlement
Multi-State Tax Returns
Sales Tax Reporting
Details
- Year established: 1993
Highlights and features
- We offer 20+ years of combined public accounting and corporate finance experience
- Our team includes a certified public accountant and certified internal auditor
- We provide IRS representation and tax debt settlement expertise
- Our services cover Connecticut and New York state-specific requirements
- We implement secure accounting systems with tailored software solutions
Services
Tax Planning
Our tax planning services optimize financial outcomes through strategic timing of deductions, credits, and income recognition. We analyze individual and business circumstances to minimize tax liabilities while maintaining compliance. Clients receive ongoing guidance to adapt strategies as tax laws evolve.
IRS Representation
We advocate for clients during IRS audits, collections, and appeals processes. Our certified professionals handle communication, documentation submission, and negotiation of settlements. This service ensures proper representation while reducing client stress during tax disputes.
Accounting Software Implementation
We configure accounting software tailored to business size and industry requirements. Implementation includes chart of accounts setup, workflow automation, and staff training. This creates efficient financial tracking systems that improve decision-making capabilities.
Business Formation
We guide clients through selecting and establishing optimal business structures including LLCs, S corps, and partnerships. Services cover EIN registration, state filings, and accounting system initialization to ensure proper financial foundations.
Non-Profit Formation
Our non-profit services include incorporation, bylaws development, and IRS tax-exempt application assistance. We establish accounting systems compliant with grant requirements and prepare annual Form 990 filings for continued compliance.
People
Janice Butler
Owner, Certified Public Accountant
With 20+ years in accounting, Janice combines Big 4 audit experience and Fortune 300 corporate leadership. She teaches university tax courses and holds CPA and CIA certifications. Her expertise spans tax strategy, IRS negotiations, and business financial systems.
Questions
What accounting services do you offer for small businesses?
We provide complete accounting solutions including software selection, bookkeeping, financial statement preparation, and payroll setup. Our services ensure accurate financial reporting and regulatory compliance for growing businesses.
How can you help with IRS tax issues?
We represent clients during audits, negotiate tax debt settlements, and resolve collection issues. Our CPA and CIA credentials ensure effective communication with tax authorities while protecting client interests.
Do you work with non-profit organizations?
Yes, we specialize in non-profit formation, IRS tax-exempt applications, and Form 990 compliance. Our experience includes establishing accounting systems that meet grant requirements and donor restrictions.
What areas do you serve?
We primarily serve Connecticut and New York clients, offering both in-person meetings at our Monroe office and virtual consultations. Our services accommodate businesses operating across state lines.
Can you assist with business startup accounting?
We help new businesses select appropriate legal structures, set up accounting systems, and establish financial controls. Our services include bank account setup, payroll implementation, and ongoing financial guidance.
