Alfano & Company, LLC

Alfano & Company, LLC handles tax, accounting and business advice from its office in Old Greenwich, Connecticut. The firm takes the view that financial planning matters for every household, not only the wealthy, and covers most parts of a client's money affairs. It works with individuals, families and owners of businesses.

What Alfano & Company, LLC offers

• Tax planning and preparation: returns for individuals and for estates, gifts and fiduciary accounts.
• IRS problem resolution: filing overdue returns, reducing back tax and penalties, and preparing offers in compromise.
• Business planning: advice and frameworks to help owners keep their companies competitive and stable.
• Estate planning: making sure assets pass as intended to spouses, children, trusts and charities, with periodic reviews as circumstances change.
• Accounting services: general accounting support for business clients.

Clients

The firm serves business owners and families, including clients who owe money to the IRS and need help settling it. In a client survey it reports, 95.5% said they were highly likely to recommend the firm.

Key facts

• Based in: Old Greenwich, Connecticut, United States
• Client tools: SecureSend file upload and a TaxDome client portal app