Business Details
30 Years
experience
Trusted Accounting & Tax Services in Stamford, CT
Coppola Accounting and Financial has been dedicated to providing comprehensive accounting and financial services since 1996. Our team of seasoned professionals, led by Katharine Coppola and Anthony Coppola, brings decades of combined experience in tax preparation, consulting, and bookkeeping tailored to individuals and small to mid-sized businesses. We prioritize personalized service, ensuring clients receive accurate, cost-effective solutions while maintaining the highest standards of professionalism. Our commitment to excellence is reflected in our long-standing client relationships and deep understanding of tax regulations. We pride ourselves on staying current with evolving financial practices to deliver reliable guidance.Our office in Stamford, Connecticut, serves as a trusted resource for local businesses and residents seeking expert financial support. We emphasize transparency, attention to detail, and a client-first approach in every interaction. Katharine Coppola's background in investment management and Anthony Coppola's 30+ years in accounting underscore our team's expertise. We actively engage in community service and professional organizations to strengthen our local impact. Our goal is to help clients achieve financial stability and growth through tailored strategies and exceptional service.
Services
Tax Preparation
Business Tax Returns
Out-of-State Tax Filing
Delinquent Tax Resolution
Retirement Account Planning
Bookkeeping Services
Tax Consulting
Small Business Accounting
IRS Representation
Financial Planning
Details
- Year established: 1996
Highlights and features
- We have over 30 years of combined experience in accounting and tax services.
- Our team provides personalized tax strategies tailored to individual client needs.
- We specialize in maximizing deductions for real estate professionals and small businesses.
- Our office offers convenient document submission options including secure email and drop box.
- We maintain active professional certifications and community involvement to enhance service quality.
What people say
Excellent service every year
Accurate real estate tax knowledge
Caring and professional staff
Pleasant and helpful team
Highly recommend services
Services
Tax Preparation
We prepare individual and business tax returns with meticulous attention to detail. Our experts identify all eligible deductions and credits to maximize refunds while ensuring compliance. Clients receive clear explanations of their tax situations and documentation.
Business Tax Consulting
Our consultants provide year-round tax planning for businesses. We analyze financial operations to optimize tax efficiency and prepare for quarterly filings. Services include entity structure analysis and payroll tax guidance tailored to Connecticut regulations.
Delinquent Tax Resolution
We assist clients with overdue tax returns and IRS correspondence. Our team negotiates payment plans and penalty abatements while ensuring future compliance. We specialize in resolving complex back-tax situations for individuals and businesses.
Small Business Accounting
We offer comprehensive accounting solutions for small businesses including payroll processing, financial statement preparation, and sales tax filings. Our services ensure accurate records for tax season and business decision-making throughout the year.
Retirement Account Planning
Our experts guide clients through tax implications of retirement accounts including IRAs and 401(k)s. We provide strategic advice on contributions, conversions, and distributions to minimize tax liability in current and future years.
People
Katharine Coppola
Owner
With over 19 years in finance, Katharine specializes in tax preparation and investment strategies. She holds a Series 65 license and focuses on real estate tax optimization. A Southern Connecticut State University graduate, she mentors through the SIFMA Foundation's financial literacy programs.
Anthony Coppola
Founder
A Sacred Heart University graduate with 30+ years in accounting, Tony established the firm in 1996. He serves on multiple local boards including the Post 12 American Legion and Chamber of Commerce. His expertise spans corporate and individual tax compliance.
Questions
What tax services do you offer for real estate professionals?
We specialize in real estate tax optimization, including 1031 exchanges, rental property deductions, and commission tax strategies tailored to Connecticut's market.
Can you help with business tax filings outside Connecticut?
Yes, we prepare out-of-state tax returns for businesses operating across multiple jurisdictions while maintaining compliance with Connecticut regulations.
Do you offer tax planning beyond annual returns?
We provide year-round tax consulting to help clients optimize financial decisions and minimize future tax liabilities through strategic planning.
How do you handle complex tax situations?
Our team specializes in resolving delinquent returns, IRS audits, and multi-state filings with personalized solutions backed by decades of experience.
Are services available for retirement account holders?
We offer specialized guidance for IRA, Roth IRA, and 401(k) accounts including conversion strategies and required minimum distribution planning.
Reviews (4)
Ed P.
Feb 15, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
I have been using Coppola to prepare my tax returns for many years (I can't remember exactly how long, but probably about 15 years). They have provided excellent service every year without fail.
I have been using Coppola to prepare my tax returns for many years (I can't remember exactly how long, but probably about 15 years). They have provided excellent service every year without fail.
Lynne Stewart
Jan 01, 2020
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I have been working with Katharine Coppola for two years and I cannot begin to describe my extreme appreciation. She has an accurate knowledge of the real estate industry and implications for me as an individual real estate agent. She is caring and always goes a step above. She really cares about her clients.
Megan Tredennick
Jun 03, 2017
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I used Coppola Accounting & Financial for my business and personal taxes and was very pleased with the results. Their team is very pleasant to work with, professional and helpful with my many questions. I highly recommend them!
Katharine Torres
Jun 26, 2016
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Tony has been on Summer Street for over 20 years. His clients come back year over year because he had a good heart and genuinely wants to help his clients.
