Business Details
Your Trusted Accounting Partner in Greenwich, CT
Politi & Magnifico has been serving clients for over four decades with a commitment to delivering exceptional accounting and tax services. Our dedicated team of certified professionals combines extensive expertise with personalized attention to address the unique financial needs of individuals, executives, and small businesses. We prioritize proactive tax planning, strategic financial guidance, and tailored solutions to maximize after-tax income while ensuring compliance. Our firms dedication to excellence is reflected in our long-standing reputation as a trusted advisor in Greenwich, CT, and surrounding areas.By fostering close client relationships and staying ahead of evolving tax regulations, we empower clients to achieve both short-term and long-term financial goals. With services spanning accounting, tax audit representation, QuickBooks setup, and estate planning, we provide comprehensive support designed to simplify complex financial matters. Our mission remains centered on integrity, professionalism, and unwavering client satisfaction.
Services
Tax Services
Accounting Services
QuickBooks Setup
Tax Planning
Estate Planning
Retirement Planning
Tax Audit Representation
Business Formation
Non-Profit Accounting
Small Business Advisory
Highlights and features
- We have over 40 years of experience serving clients.
- We provide personalized attention to every client.
- We offer proactive tax planning strategies.
- Our team includes certified accounting professionals.
- We assist with QuickBooks setup and management.
What people say
Expertise
Personalized attention
Trusted advisor
Proactive solutions
Long-standing reputation
Services
Tax Services
We offer comprehensive tax preparation for individuals and businesses, ensuring compliance while optimizing deductions and credits. Our team proactively identifies strategies to reduce tax liability and improve financial outcomes through year-round planning and expertise in evolving tax regulations.
Accounting Services
Small businesses receive tailored accounting solutions including monthly/quarterly bookkeeping, financial reporting, and advisory support. By managing day-to-day financial operations, we enable business owners to focus on growth while maintaining accurate records and regulatory compliance.
Tax Audit Representation
Our firm provides expert representation during IRS or state tax audits, resolving disputes and negotiating settlements. We handle communication with tax authorities, review audit findings, and implement solutions to address liabilities while protecting client interests.
QuickBooks Services
We specialize in QuickBooks setup, configuration, and training to streamline financial management for businesses. Our services ensure accurate initial setup, customized reporting, and efficient workflows, allowing clients to maintain organized financial records without technical frustrations.
Estate Planning
Estate planning guidance helps clients navigate complex documentation, including wills, trusts, and probate. We collaborate with legal professionals to create strategies that preserve wealth, minimize tax implications, and ensure smooth asset transfer according to client wishes.
People
Peter E. Politi
CPA
With decades of experience, Peter E. Politi provides expert tax and accounting guidance, focusing on personalized strategies for individual and business clients.
Frank Magnifico
CPA
Frank Magnifico specializes in tax planning and advisory services, leveraging his expertise to help clients achieve financial efficiency and compliance.
Will Arbieto-Lopez
CPA
Will Arbieto-Lopez delivers tailored accounting solutions, supporting small businesses and nonprofits with strategic financial management and reporting.
Eleanor Torrellas
Eleanor Torrellas assists clients with tax preparation and financial planning, ensuring accuracy and compliance through meticulous attention to detail.
Questions
What accounting services do you offer for small businesses?
We provide small business accounting, advisory services, QuickBooks setup, and tax compliance to help businesses manage finances efficiently.
How can your firm assist with tax planning?
We offer proactive tax planning strategies to legally reduce tax liability and maximize after-tax income through customized solutions.
Do you handle tax audit representation?
Yes, we provide tax audit representation and resolve tax problems with the IRS or state agencies on behalf of our clients.
What concierge financial planning services are available?
Our concierge services include retirement planning, estate planning, and comprehensive financial strategies tailored to individual needs.
Are you experienced with nonprofit organizations?
Yes, we specialize in accounting for nonprofit organizations, ensuring compliance with IRS revenue and expense classifications.
