Business Details
Your Trusted Partner for Accounting Solutions in New Milford, CT
As a seasoned accounting firm with over four decades of service in western Connecticut, we pride ourselves on delivering comprehensive financial solutions tailored to the unique needs of our clients. Since our establishment, we have remained dedicated to professionalism, responsiveness, and the highest quality of service, fostering long-term relationships built on trust and expertise. Our team of certified public accountants combines deep technical knowledge with a commitment to personalized attention, ensuring that individuals and businesses alike receive strategic guidance to navigate complex financial landscapes. By staying at the forefront of regulatory developments and leveraging cutting-edge technology, we empower clients to achieve their financial objectives with confidence. Our approach emphasizes collaboration, with every team member contributing specialized skills to support client success.Whether assisting with tax planning, business growth strategies, or estate management, we prioritize understanding each clients unique circumstances to deliver actionable insights. This philosophy has driven client referrals and sustained growth, allowing us to maintain the intimate, family-like atmosphere that defines our firm. We remain steadfast in our mission to provide exceptional service to existing clients while welcoming new opportunities to serve the community. Our roots in local business and civic organizations reflect our dedication to the regions we serve, ensuring our work extends beyond numbers to impact lives positively. This enduring commitment to excellence continues to be the foundation of our practice.
Services
Tax Preparation
Tax Planning
Tax Problems
Personal Financial Planning
Estate Planning
Elder Care
Small Business Accounting
QuickBooks Services
Cash Flow Management
Bank Financing
Highlights and features
- We provide over 40 years of combined experience in accounting and tax services.
- Our team includes certified public accountants deeply embedded in local business networks.
- We utilize advanced technology for accurate, efficient financial management solutions.
- Our client-first approach ensures personalized service tailored to individual needs.
- We maintain active community involvement and professional affiliations for localized expertise.
Services
Tax Preparation
Our tax preparation service ensures accurate and timely filing of individual and business tax returns. We leverage extensive knowledge of current regulations to maximize deductions and credits while maintaining compliance. Clients benefit from personalized guidance to minimize liabilities and streamline the filing process.
Tax Planning
Proactive tax planning helps clients legally reduce long-term liabilities by analyzing financial situations and anticipating regulatory changes. We develop customized strategies for individuals and businesses to optimize tax efficiency and adapt to evolving circumstances throughout the year.
Small Business Accounting
We handle day-to-day financial operations for small businesses, including bookkeeping, payroll processing, and financial reporting. Our services enable business owners to focus on growth while ensuring accurate record-keeping and compliance with accounting standards.
Personal Financial Planning
This service provides comprehensive strategies for managing personal finances, including investment planning and asset protection. We work one-on-one with clients to create roadmaps that align with their long-term financial goals and life circumstances.
QuickBooks Services
Our QuickBooks expertise includes setup, training, and ongoing support to help businesses utilize this software effectively. We ensure accurate financial tracking and reporting, empowering clients to make informed business decisions through streamlined accounting processes.
People
Mark A. Malkin
Partner
Certified Public Accountant since 1983 with extensive public practice experience. Active in professional and civic organizations, Mark contributes deep local knowledge and technical expertise to client relationships.
Laura J. Daigle
Partner
Joined the firm in 2010 after 25 years in corporate finance roles. Brings specialized expertise in corporate tax and financial reporting from her tenure at major financial institutions and public accounting firms.
Daniel J. Malkin
Partner
Certified Public Accountant with experience in tax planning and technology management. Serves on multiple community boards while supporting client tax needs and firm technology infrastructure.
Joan Cassel
Senior Accountant
Over 20 years of experience in accounting and bookkeeping procedures, including tax preparation and financial reporting. Provides technical expertise and hands-on support for diverse client needs.
Ingrid Tomaino
Bookkeeping Specialist
Specializes in client bookkeeping services and QuickBooks management. Brings operational banking experience to support accurate financial record-keeping for individual and business clients.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive small business accounting including bookkeeping, financial reporting, payroll processing, and tax compliance to help businesses maintain accurate records and focus on growth.
How can tax planning benefit my business?
Proactive tax planning identifies strategies to reduce liabilities, optimize deductions, and ensure compliance with changing regulations while aligning with your business's financial objectives.
Do you assist with estate planning needs?
Yes, our estate planning services guide clients through creating effective plans to manage and transfer assets while addressing tax implications and personal wishes.
What sets your firm apart from other accounting practices?
Our combination of technical expertise, personalized service, and community involvement creates long-term client relationships focused on achieving specific financial outcomes.
Can you help with QuickBooks setup and training?
Yes, we offer full QuickBooks implementation, customization, and training to ensure businesses can effectively manage their financial operations using this accounting software.
