Sunstone Bookkeeping, LLC
4.5
Serves Meriden, CT
8 years in business
** IMPORTANT: WE DO NOT PREPARE TAXES FOR THE FOLLOWING STATES: CALIFORNIA, OREGON, NEVADA.
** PLEASE NOTE: PRICES FOR INDIVIDUAL TAX PREPARATION LISTED IN THUMBTACK INCLUDE REVIEW, BASIC FEDERAL 1040 AND STATE FILING; ADDITIONAL FORMS AND EXTENSIONS OF FILING DEADLINES WILL INCUR ADDITIONAL COSTS.
Taxes and bookkeeping are not on everyone's "love to do" list - but they're at the top of ours!
We've been working with U.S. taxpayer and business owners since 2017 by taking taxes and bookkeeping off their list of chores.
For our tax clients: We provide a thorough review of your past tax records and current documents to make sure we can prepare an accurate filing for your unique family and/or business situation. We also partner with ProtectionPlus for tax audit defense and identity theft restoration (more details provided upon request).
For our bookkeeping clients: We can create accounting files from scratch, update and reconcile accounting files that have been set aside for months, and create workflows with them for document storage and data entry to help keep the bookkeeping current throughout the year. By using secure cloud-based accounting applications, our clients have full access to their accounting data to run reports when they need them.
We work with secure cloud-based technology, so our clients can share documents and reports within minutes (especially useful since 2020!).
We are always thrilled and humbled when our clients tell us how much we help them by taking on this responsibility -- not just for the extra time and lower stress levels by not having to do it themselves, but also for the comfort in knowing their taxes and bookkeeping are in good hands.
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MARK A STILES CPA, PLLC
4.5
Serves Meriden, CT
16 years in business
Mark A. Stiles, CPA (MASCPA) is a full-service, virtual CPA firm committed to providing outstanding client service through professionalism, responsiveness, and quality. With over 20 years of experience, Mark and his team leverage their expertise to simplify complex financial, accounting, and tax matters for businesses and individuals alike. By utilizing innovative frameworks such as the MASCPA Box Method, the firm offers strategic insights to empower clients and drive sustainable growth.
Mission
To empower individuals and businesses with tailored financial solutions, strategic insights, and proactive guidance, ensuring clarity, confidence, and sustainable success in every decision.
Vision
To redefine the CPA-client relationship by fostering a modern, collaborative partnership that drives financial growth and empowers clients with knowledge and confidence to achieve their goals.
Ethos
Empowering Education: An informed client is an empowered client. We simplify finance to make every step transparent and accessible.
We commit the following to all our customers:
Integrity and Transparency: Trust is built on ethical practices and clear communication, forming the foundation of everything we do.
Client-Centered Partnership: We prioritize your unique goals and work as a seamless extension of your team.
Sustainability: By focusing on building strong financial foundations, we help you achieve lasting success through thoughtful, strategic planning.
Core Values
Collaboration: Building strong, tailored relationships to deliver solutions that meet client goals.
Innovation: Using modern tools and techniques to simplify processes and provide actionable insights.
Accountability: Taking ownership of recommendations, ensuring they align with your priorities.
Proactivity: Anticipating challenges to provide strategic, forward-thinking solutions.
Excellence: Delivering exceptional service and measurable results from day one.
Services We Offer
MASCPA offers a comprehensive suite of services to address the diverse needs of businesses and individuals:
Fractional CFO Services Leveraging the MASCPA Box Method:
We provide strategic guidance and financial leadership to help businesses think and operate like Fortune 500 companies. By focusing on the four quadrants of the MASCPA Box Method—Marketing & Sales, Operations, Finance & Strategy, and People & Leadership—we enable sustainable growth and informed decision-making.
Tax Preparation and Planning:
Our team delivers meticulous tax preparation and strategic planning services to ensure compliance, optimize deductions, and minimize liabilities. We stay up-to-date with the latest tax regulations to provide proactive and effective solutions for individuals and businesses.
Bookkeeping Services:
Accurate and timely bookkeeping is the backbone of financial clarity. Our team manages day-to-day financial records, providing detailed reporting and insights to support informed decisions and ensure regulatory compliance.
Compliance Services
MASCPA combines its strategic guidance with rigorous compliance services to ensure businesses and individuals meet their tax and accounting obligations effectively. From accurate bookkeeping and financial reporting to comprehensive tax planning and preparation, our team helps you navigate regulatory requirements with confidence. By integrating compliance into the MASCPA Box Method, we ensure that every financial strategy is underpinned by a strong foundation of accountability and adherence to laws.
Our Team
Mark brings over 20 years of experience in accounting, tax, and consulting. Nicole Felix, our Chief of Staff, leads a team with 35+ years of combined expertise, allowing MASCPA to deliver tailored financial solutions to meet diverse client needs. Together, we focus on empowering clients with both strategic insights and reliable compliance services to build a solid foundation for growth and success.
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Scale CPA
4.5
Serves Meriden, CT
5 years in business
At Scale CPA, we provide tax planning, tax compliance, bookkeeping, and CFO services to small businesses.
We pride ourselves on providing a service level that most traditional accounting firms simply do not. This includes providing a detailed, formal tax plan with over twenty strategies to slash your effective tax rate, and ongoing industry-specific KPI analysis and benchmarking for your business.
Most accountants just focus on checking boxes and putting numbers on forms. They are only compliance focused. At Scale CPA, our goal is to move beyond the compliance, and to ensure we are your strategic partner – providing key tax strategies to reduce your taxes, and offering detailed financial analysis to help you make better decisions for your business.
For any prospective clients that may be a good fit for our services, we are happy to offer a complimentary “gap analysis” prior to officially beginning an engagement. In this gap analysis, you can receive a tangible preview of what working with Scale CPA is like. We will review your historical financials and tax filings, and outline any gaps in the process and specific areas for tax savings. Often, in this exercise, we are able to identify significant tax saving opportunities or risk mitigation strategies.
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JRMelendez Bookkeeping
4.5
Serves Meriden, CT
Updated Soon
We provide professional, reliable, and affordable bookkeeping services with a specialty in real estate rentals and a passion for helping startups build strong financial foundations. Whether you're behind on your books or just getting started, we offer clear pricing, fast support, and tailored service from day one.
💸 Transparent & Flexible Rates
$25/hr – current work beginning the day services are signed
$35/hr – catch-up and cleanup work
$45/hr – financial consulting
Catch-up projects typically start at $750, depending on volume, scale, and complexity. We also review your financials to help identify cost savings and margin improvements.
📊 Real Client Results
Recovered $863,000 in missed deductions for a client with no books over 5 years
Helped an Airbnb owner uncover $14,000 in deductible expenses they hadn’t tracked
Cleaned up years of records for landlords and business owners with zero prior organization
🏡 Real Estate & Clean-Up Specialists
With over 10 years of experience in real estate and property management, we specialize in organizing messy records, setting up clean systems, and creating investor- and board-ready reporting.
👥 Skilled, Growing Team
We’re a team of six professionals, including:
4 with accounting degrees
1 with a financial management degree
2 pursuing CPA or ACCA certifications
Clients always work directly with me (Justin) to ensure a personal, consistent, and high-quality experience.
🚀 Startup-Friendly
We’re especially passionate about helping pre-revenue startups, offering 3 months of free bookkeeping so you can focus on growth while we lay the financial groundwork.
✅ What You Can Expect:
Clean, audit-ready books
QuickBooks Online support
Custom chart of accounts
Help preparing for fundraising, board meetings, or strategic growth
No judgment—just solutions
📌 Note: We do not process contractor payments or file taxes, but we work with trusted CPAs and Enrolled Agents who may be able to help.
Let’s talk about how we can help you get caught up, cleaned up, and on track—send us a message to get started!
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Q&A
1. What services do CPA firms provide?
CPA firms offer tax preparation, auditing, financial consulting, and bookkeeping services.
2. How do CPA firms help with tax planning?
They analyze finances to minimize tax liabilities and ensure compliance with regulations.
3. Can CPA firms assist small businesses?
Yes, many specialize in supporting businesses with accounting and financial strategy.
4. Are CPA services expensive?
Costs vary based on services, complexity, and firm size; many offer tailored packages.
5. How do I choose the right CPA firm?
Consider credentials, experience in your industry, and client reviews.
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