Positioning our clients for success text over lake sunset.
Positioning our clients for success text over lake sunset.

Positioning Our Clients For Success

Sunset over lake

Inspire. Thrive. Succeed.

Tax Preparation & Planning

Financial Statements

Full-Charge Bookkeeping

Consulting & advisory

A CPA Firm with Offices in Torrington and Simsbury, CT

Tax Preparation & Planning

Our experienced staff provides quality tax compliance and planning to steer you closer to your goals for financial wellness.

Financial Statement Preparation

We prepare financial statements that help our clients monitor performance and evaluate business liquidity and cash flow.

Full-Charge Bookkeeping

We offer all aspects of bookkeeping assistance to help you improve and streamline your company’s workflow.

Consulting & Advisory Services

We provide services in a wide range of fields including mergers, acquisitions, succession planning, and entity selection.

Latest News

What's Happening

Mother and daughter working behind a counter, and how hiring your child can work for your business.

September Newsletter

This month, we have more tax-saving tips for you, including:

1) 2026 Section 199A: Proprietorship or S Corporation?
2) How to Get the Government to Pay You for Hiring Your Child in 2026
3) 2026 Paid Family Leave Credit: Does the Owner Qualify?
4) How to Deduct Long-Term Care Insurance in 2026

Read More »
Person taking inventory and restocking shelves in store.

August Newsletter

This month, we have more tax-saving tips for you, including:

1) Defer Capital Gains for Decades: Sell Now, Pay the IRS Later
2) Protect Your Home-Office Deduction from Spouse, Second Business
3) S Corp. Owners: Don’t Lose 2026 Dental, Vision, Medicare Breaks
4) Tax Plan: Buy $500,000 of Goods on December 20 and Expense Them

Read More »
Brick building with a For Rent sign in the window.

July Newsletter

This month, we have more tax-saving tips for you, including:

1) ERC Refund in 2026: One Great Way to Handle It
2) The 2026 Section 199A Calculation
3) 2026 Health Insurance for S Corp Owners
4) Turn Suspended Passive Losses into Tax Deductions

Read More »
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