"Time is Money!" - We look forward to serving you
Our Values and Expertise
At our firm, we are committed to providing professional, personalized accounting and tax services with a focus on building lasting relationships with our clients. With over 15 years of experience serving individuals and businesses in the Southern New England area, we understand the unique challenges and aspirations of our clients. Our team of skilled professionals is dedicated to understanding your financial goals and crafting strategies to help you achieve them.
Tax Preparation & Planning
- Comprehensive tax planning and compliance services for individuals and businesses
- Specialized expertise in state and federal tax regulations
- Strategic tax minimization strategies to maximize your refund or minimize your liabilities
Financial Consulting
- Personalized financial planning and wealth management services
- Identification of well-suited investments and insurance solutions
- Guidance on managing and safeguarding your financial future
Audit & Accounting Services
- Professional financial statement audits and reviews
- Comprehensive bookkeeping services
- Consulting services to enhance your financial operations
Compliance & Representation
- Representation before the Internal Revenue Service (IRS)
- Assistance with tax audits and compliance issues
- Representation in tax-related disputes and negotiations
Our Commitment to You
We believe in open communication, transparency, and personalized attention. Our experienced professionals take the time to clearly explain complex financial concepts in easy-to-understand language. We are always available to answer your questions and address your concerns. Our dedication to client service is reflected in our responsiveness, attention to detail, and commitment to exceeding your expectations.
Our Mission
Our mission is to empower our clients to achieve financial success and peace of mind through personalized financial guidance and attentive service. We are committed to building lasting relationships built on trust, transparency, and open communication.
Overall Experience
The reviews highlight the exceptional service provided by Jason, a certified public accountant (CPA). Clients appreciate his professionalism, kindness, and attention to detail, making him a pleasure to work with.
Professionalism and Expertise
Jason's expertise in accounting and tax services is evident in his ability to handle complex returns, answer questions, and explain tax regulations in an easy-to-understand manner. His clients trust him to handle their personal and business taxes, and he is particularly recommended for family taxes and small businesses.
Communication and Responsiveness
Jason's responsiveness and communication skills are praiseworthy. He is prompt in his replies, and his clients appreciate the time he takes to address their concerns. His use of technology also allows for convenient communication and filing of tax returns.
Personal Qualities
Jason's kind and trustworthy nature is consistently highlighted by his clients. He is also respectful and welcoming, making his LGBT-friendly business a safe space for clients from diverse backgrounds.
