Lenkowski Lonergan

At Lenkowski, Lonergan & Co., we believe in the power of teamwork and the value of personal relationships. Since our humble beginnings in 1965, we have grown into a leading certified public accounting and consulting firm, serving clients throughout Connecticut and the Northeast. Our team of dedicated professionals, all certified public accountants with over ten years of experience, is committed to delivering top-notch service to our clients.

Our team has evolved over the years, starting with our founder Robert A. Lenkowski, who established the firm in 1965. William M. Lonergan joined him in 1967, followed by John R. Sullivan in 1971, Paul M. Scionti in 1987, Leonard M. Romaniello, Jr. in 1998, and Salvatore J. Santapaola in 2008. Each of these professionals brought their unique skills and experiences to the firm, helping us grow and expand our services.

We believe in accountability in client service and people development. This commitment is reflected in our decision to voluntarily enroll in the AICPA Peer Review Program, one of the first CPA firms in the country to do so. Every three years, we undergo an intensive, independent peer review, which has consistently resulted in the "highest recommendation" for quality. This recommendation provides our clients, businesses, attorneys, banks, and other credit grantors with a means to measure our professional competence.

Our Services

Lenkowski, Lonergan & Co., LLP offers a wide range of services designed to meet the needs of our clients. Whether you're an individual, small business, or large corporation, we have the expertise and resources to help you navigate the complex world of finance and accounting.

We offer a variety of services, including:

• Tax Planning and Preparation: Our team of experienced CPAs will work with you to understand your unique tax situation and develop a plan that minimizes your tax liability while ensuring compliance with all applicable laws and regulations.
• Audit and Financial Statement Services: We provide a full range of audit and financial statement services, including financial statement audits, reviews, and compilations. Our team will help you ensure that your financial statements accurately reflect your company's financial position and performance.
• Consulting Services: Whether you need help with financial planning, business strategy development, or operational improvement, our consulting services are designed to help you achieve your goals and overcome challenges.
• Estate and Trust Services: Our team can assist with estate and trust planning, including wills, trusts, probate, and estate administration. We'll help you ensure that your assets are distributed according to your wishes while minimizing taxes and other expenses.

Resources

At Lenkowski, Lonergan & Co., we believe in staying up-to-date with the latest developments in the world of finance and accounting. That's why we offer a variety of resources to help our clients stay informed and make informed decisions about their financial affairs.

Some of the resources we provide include:

• Tax Events: We regularly host seminars and workshops on various tax-related topics, from tax planning strategies to changes in tax laws and regulations.
• Tax Organizer: Our tax organizer is a comprehensive guide designed to help you gather all the necessary information for your tax return. It covers everything from income and deductions to credits and other tax-related items.
• IRS Forms and Publications: We provide access to a wide range of IRS forms and publications, including tax forms, instructions, and other helpful resources.
• Helpful Links: Our website features a collection of helpful links to other financial and accounting resources, including government agencies, professional organizations, and other reputable sources of information.

Quality and Protection of Personal Information

At Lenkowski, Lonergan & Co., we are committed to quality and the protection of personal information. We believe that our success is a direct result of our clients' success, and we strive to build long-term relationships based on trust, respect, and open communication.

We protect and safeguard all personal, non-public information that we obtain concerning our clients and other individuals. This information includes, but is not limited to, social security numbers, driver's license numbers, state identification cards, account numbers, credit or debit numbers, passport numbers, alien registration numbers, and health insurance identification numbers.

We only disclose personal information on a strict business need-to-know basis and to the extent required or permitted by law. We use commercially reasonable safeguards to prevent unauthorized access and disclosure of personal information, and we maintain physical, electronic, and procedural safeguards to minimize the risk of unauthorized access or disclosure.

We destroy, erase, shred, or make unreadable any business records that contain personal information prior to disposing of such information. We may dispose of personal information by contracting with a third-party vendor who has agreed to comply with our privacy and security policies.