The firm was established in Hartford in 1953. Our office has been located in Newington since 1989 having previously been located in Wethersfield since 1975. As a result of a merger with Bert Rouleau CPA in Bristol we also have a Bristol office. Both offices are open year round.
We are open Monday - Friday in Newington and a more limited off-season schedule in Bristol. Call the office for more information. To make an appointment give us a call. As an IRS approved electronic filer we can file tax returns electronically including both Federal and State tax returns. We can also prepare prior year tax returns for you (business or individual) as well as amend or correct tax returns you have already filed. Payment can be made by Master Card, Visa, Discover Card and American Express.
Staff and associates maintain their knowledge and skills by attending workshops, seminars and college courses in taxes and business topics annually to provide service to our clients. This includes seminars and workshops conducted by the CT Society of Public Accountants (CSCPA) and area colleges and universities. We can provide the knowledge and experience to help you with your business financial and tax issues or assist you as an individual with your financial and tax issues. Personal year round service is how we operate. We are available year round with two local offices.
Some of our associates are members of:
American Institute of Certified Public Accountants(AICPA)
Connecticut Society of Certified Public Accountants (CSCPA)
We are a full service local CPA firm with offices in Newington and Bristol Connecticut. The firm focuses on helping individuals, small and medium sized businesses become more operationally effective and successful (profitable). We provide assistance with accounting software installation, payroll services and training including QuickBooks®. We have a certified QuickBooks ProAdvisor® on staff.
We have experience in public accounting working with individuals and businesses in a number of industries as well as experience working in corporations and government. We continue to improve our knowledge and skills by attending seminars, workshops and other educational opportunities to provide our clients with the most up to date service. While most of our clients are in Connecticut we have clients in Florida, Vermont, New York, Maryland, Mass. and other states. Some of our business clients operate in multiple state nationwide.
Our services include:
Corporate and individual tax preparation and consulting (state and federal) including electronic filing including late filed returns and out of state tax return
Estate and Business Planning and financial planning (not as a securities salesperson) but rather as an unbiased advisor
We are experienced and can handle Sales tax and Workmen's Compensation audits at our office
Financial statements, assistance with financial applications including mortgages and college financial aid
Assistance for new homeowners and those purchasing rental property for investment
Bookkeeping (weekly, monthly, quarterly or annually) including QuickBooks
Payroll services (weekly, biweekly, monthly)
Assistance with establishing your presence on the Internet and basic website design (How to register a domain name, create a basic website, email, etc.)
We are experienced in representing clients with Audit/Examination and collection issues before the Internal Revenue Service (IRS) and the CT. Dept of Revenue Services (DRS) including installment payment arrangements and late filed tax returns
Our staff also provide representation before the IRS Appeals organization and Problem Resolution
Business advisory services including succession planning and organizational improvement, small business startup, facilitation and website setup
We are experienced in preparation of Estate Tax Returns, probate accounting and other assistance with probate issues
QuickBooks® training, installation and assistance with Certified QuickBooksProAdvisors® on staff
Organizational improvement leading to cost reduction for businesses and ultimately saving money
If you have started a small business or are considering starting a business we can discuss with you some of the options, the responsibilities of being self-employed, etc.
Our clients include:
Real Estate Developers and real estate agents
Other small business
Call us to make an appointment. We provide independent advice and do not sell financial products (stocks, bonds, mutual funds) or insurance products. Some advisors receive a commission for selling you a product which may influence what they recommend. We receive compensation only from the client not from outside companies. We do not recommend specific stocks, bonds, mutual funds or other products.
Our focus is on providing local personal service and we provide a professional staff and year round service for our clients. We are open year-round. We do provide electronic filing of tax returns and with direct deposit of any refunds you have your money usually within several weeks of the tax returns being filed without paying extra fees.
Visit the Links page for information from a number of organizations and business related publications.
An example of service to our clients:
A senior citizen wanted to know how to reduce the amount of real estate tax she pays to the city she lives in. As a result of changes in her personal circumstances her income has been reduced and we prepared the paperwork for her to file with the local tax assessor in her community resulting in a $ 500 reduction in her annual real estate tax payments. Although this is not applicable to everyone if you qualify it is a real savings to you. We understand this and can help our clients with this type of filing as well. In addition to the State of CT. benefit some cities and towns also provide an additional benefit to local residents. In this particular case it was an additional $ 150 reduction in real estate tax for the year. Total real estate tax savings for this resident $ 650 in 2012.
(Update) The same savings for 2013.
Several years ago a client decided to close her business and move out of the area. We advised the client to consider selling the business and assets. She did and received money for the business, the assets and a payment to stay on with the business for a period of time for a transition. The result thousands of dollars to our client where she had initially planned on not making any money on the closing of her business. We can discuss your situation one on one with you and consider various possibilities before you make any important business or financial decision. We are not getting a fee or commission from the transaction only for our time.
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Information provided on this website is provided for general public information and is not intended to provide specific recommendations. Personal or business situations vary and specific advice can only be provided on an individual basis. Discuss your specific situation with a tax professional, financial advisor or attorney. We are available to provide information and advice to clients on a fee basis. Information contained on this website is not intended to protect clients relative to any type of tax penalties which apply under the provisions of the Internal Revenue Code as per Treasury Circular 230.
Entire contents of this website is copyrighted except for copyright material of other organizations. Fulco, DiTommaso, McMahon & Co., P.C. 2012-2020.