Business Details
Your Trusted Tax Partner in Westport, CT
With over two decades of experience, we specialize in comprehensive tax preparation and advisory services for individuals and businesses. Our approach emphasizes personalized one-on-one consultations to ensure all income sources and deductions are thoroughly addressed, minimizing tax liabilities. We provide year-round support for tax planning, compliance, and strategic financial decisions, including guidance for new business owners on payroll requirements, recordkeeping, and deductible expenses. Our expertise extends to complex tax scenarios involving partnerships, corporations, and LLCs, with a commitment to staying current on evolving tax regulations.We prioritize client education, offering resources like tax organizers and checklists to simplify financial management. Our services are designed to provide peace of mind through meticulous preparation, proactive planning, and responsive advocacy during audits or agency inquiries. Located in Westport, Connecticut, we serve local businesses and residents while maintaining a focus on personalized service and technical excellence.
Services
Tax Preparation
Tax Planning
Recordkeeping
New Business Advisory
Audit Representation
Highlights and features
- We offer 20+ years of specialized tax expertise for individuals and businesses.
- Our team provides personalized one-on-one consultations for comprehensive tax analysis.
- We specialize in complex business structures including LLCs, partnerships, and corporations.
- Year-round support ensures timely tax planning and compliance assistance.
- Customized guidance for new business owners on payroll, deductions, and recordkeeping.
Services
Tax Preparation
Comprehensive preparation of individual and business tax returns including federal, state, and local filings. Our process ensures maximum deductions through detailed analysis of income sources, expenses, and compliance requirements while maintaining accuracy and regulatory adherence.
Tax Planning
Proactive year-round planning to minimize tax liabilities through income shifting, deduction optimization, and entity structuring. We develop customized strategies aligned with evolving tax laws and individual business circumstances for optimal financial outcomes.
Recordkeeping
Guidance on maintaining proper financial records for audit readiness and deduction verification. We recommend retention periods for different document types and help establish systems for tracking income, expenses, and property transactions.
New Business Advisory
Specialized consulting for new businesses covering entity selection, payroll setup, deductible expenses, and compliance requirements. Our services include developing recordkeeping systems and understanding tax implications for different business structures.
Questions
What tax services do you offer for small businesses?
We provide full-service tax preparation for small businesses including 1099 processing, sales tax returns, and entity-specific filings for partnerships, LLCs, and corporations.
Do you help with starting a new business?
Yes, we advise on business structure, payroll requirements, deductible expenses, and recordkeeping systems for new ventures.
What records should I keep for tax purposes?
Maintain income documentation, expense receipts, property records, medical expenses, and charitable contributions for at least six years.
Do you offer year-round tax planning?
Yes, we provide ongoing tax planning services to optimize deductions, manage liabilities, and adapt to changing regulations.
What payment methods do you accept?
We accept credit card payments for all our tax preparation and advisory services.
