
ExpertMedia


Wealth advisory requires an integrated team approach to provide planning strategies for your business and personal assets
Our team has the experience to help your business navigate the challenges, changes and opportunities you face to make the best decisions for your future
Our offices in Danbury and Southbury, Connecticut have both in-person and remote meeting facilities for our regional clients as well as our clients all across the country
Our firm offers a wide range of services to our individual and business clients We collaborate with client management, bringing valuable insight to all areas of the business
Audit of Financial Statements
Employee Benefit Plan Audits
Review, Compilation and Agreed Upon Procedures
Back Office & Accounting Services
Staring a New Business
Estate & Trust Administration
Business Tax Preparation & Planning
Individual Tax Preparation & Planning
Not-for-Profit Tax Return Preparation Our alliance with BDO and memberships in the AICPA and CT CPA provide us with invaluable resources for our clients We are an independent member of the BDO Alliance, USA, a nationwide association of independently owned local and regional accounting, consulting and service firms with similar client service goals This allows us to expand the technical resources and experienced professionals available to our clients
146 Deer Hill Ave Danbury, CT 06810
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