Business Details
16 Years
experience
Your Trusted Accounting Partner in New Milford, CT
We are a full-service accounting firm committed to delivering exceptional service and technical expertise in a welcoming environment. With over three decades of combined experience as Certified Public Accountants, we prioritize client partnerships, believing our success stems from our clients' success. Our team stays current with evolving tax laws and invests in advanced technology to provide tailored solutions for individuals and businesses. We specialize in tax planning, estate planning, and accounting software implementation, ensuring compliance and strategic financial guidance. Our focus on personalized service allows us to address unique client needs while maintaining the precision of a large firm.Located in New Milford, CT, we serve Litchfield County with dedication to excellence. Our staff offers IRS and state audit representation, payroll reporting, and business consulting to drive profitability and growth. By combining technical proficiency with a client-centric approach, we empower clients to navigate complex financial landscapes confidently. Our reputation, reflected in 5.0 Google reviews, underscores our commitment to integrity and client satisfaction. Through continuous education and local market expertise, we remain a trusted advisor for tax and financial matters.
Services
Tax Planning
Estate Planning
Payroll Reporting
IRS Audit Representation
Accounting Software
Details
- Year established: 2010
Highlights and features
- We offer 30+ years of combined CPA experience in tax and accounting.
- Our team provides personalized service with big-firm expertise.
- We stay current with tax law changes to ensure compliance.
- We offer comprehensive solutions from tax planning to business consulting.
- Our 5.0 Google reviews reflect client satisfaction and trust.
What people say
Excellent job
Consummate professional
Personal services
On top of changes
Diligent time and care
Services
Tax Planning
We develop customized tax strategies to leverage current laws and reduce liabilities for individuals and businesses. Our team ensures compliance while optimizing financial outcomes through proactive planning. With deep expertise in federal and state regulations, we help clients navigate complex tax scenarios with confidence.
Estate Planning
Our estate planning services secure your family's future by minimizing tax burdens during asset transfers. We create tailored plans to protect business interests and personal assets while addressing probate efficiency. By combining legal and financial strategies, we ensure your legacy aligns with your intentions.
Accounting Software
We guide businesses in selecting and implementing accounting software tailored to operational needs. Our staff leverages hands-on experience with leading platforms to streamline financial processes. From initial setup to staff training, we ensure seamless integration of technology solutions.
IRS Audit Representation
We provide expert representation during IRS and state audits to protect client interests. Our team handles communication and documentation to resolve disputes efficiently. With decades of experience navigating tax authority procedures, we minimize stress and potential penalties for clients.
Payroll Reporting
Our payroll services ensure adherence to federal and state labor laws. We manage tax withholdings, filings, and reporting to prevent compliance issues. Businesses benefit from accurate, timely processing while avoiding costly penalties associated with regulatory missteps.
People
Cheryl Bakewell
Certified Public Accountant
Cheryl Bakewell brings decades of CPA experience to personalized tax and accounting solutions. She specializes in client-focused strategies and stays current with tax law changes to deliver accurate guidance.
Scott Mulhare
Certified Public Accountant
Scott Mulhare offers extensive expertise in tax planning and business consulting. With a career spanning multiple countries, he provides strategic financial advice tailored to individual and corporate client needs.
Questions
What accounting services do you offer?
We provide tax planning, estate planning, payroll reporting, IRS audit representation, and accounting software implementation for individuals and businesses.
How experienced is your team?
Our CPAs have over 30 years of combined experience serving Litchfield County clients with complex financial needs.
Do you serve areas outside New Milford?
While based in New Milford, we primarily serve all of Litchfield County, CT.
Are emergency accounting services available?
We do not offer emergency services but prioritize prompt responses during regular business hours.
