Sunstone Bookkeeping, LLC
4.5
Serves Milford, 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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Scale CPA
4.5
Serves Milford, 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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AccuTax Services, LLC - PA, EA, CFO
4.5
Serves Milford, CT
5 years in business
Your Strategic Fractional CFO Partner for Smarter Business Decisions.
Fractional CFO for Start-Ups & 7-Figure Businesses | EA | Profit Strategist | Tax Planner | PA | Cash Flow & Growth Advisor.
At AccuTax Services, our Chief Financial Officer (CFO), Accountants and Enrolled Agent (EA), manage your finances with genuine care, offering personalized, proactive solutions in tax compliance, accounting, bookkeeping, and business consulting.
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Professional Accounting & Tax Consulting, Inc.
4.5
Serves Milford, CT
20 years in business
We are your trusted partner in your success. Our family owned firm is large enough to offer a full range of professional tax & accounting services at a fair price, but small enough to give you the individual attention that you deserve. We have been in business for 25 years serving Individuals and businesses of all sizes and shapes.
Effective tax preparation and planning can help you to minimize you future tax liability. We can help you proactively manage both your personal and your business tax issue, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are most likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.
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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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