CPA Firms in New Haven, CT

** 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.

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.

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! Let me know if you want a shortened tagline, a headline, or a visual PDF version for marketing!

Hello! WE ARE NOT CPA's - We are AWESOME bookkeepers and tax professionals! With that disclaimer out of the way, please let us introduce ourselves! We're Steve and Chanelle, and we're not just your run-of-the-mill bookkeepers—we're genuinely nice people who are passionate about helping self-employed individuals and small businesses like yours thrive. WE WORK 100% REMOTE Our remote setup not only makes us accessible and flexible but also allows us to keep our prices lower, passing on the savings directly to you. What We Do: 📚 Monthly and/or quarterly bookkeeping 📊 Tax preparation and filings 🧹 Catch-up/clean-up work (Yes, we actually enjoy it!) 🔧 QuickBooks set up 📝 General ledger 💸 Payroll processing 💯 100% outsourced bookkeeping 📑 Accounts payable (entry, bill paying) 📥 Accounts receivable (entry, invoicing, deposits, collection) 🔄 Bank reconciliations 📦 Inventory management We also believe in keeping things simple and clear. That's why we provide customized, easy-to-understand financial reports every month. You'll receive your very own P&L, Balance Sheet, and Cash Flow reports—all tailored to fit your unique needs. But here's what truly matters: Beyond the numbers and spreadsheets, we're just good people. We pride ourselves on being kind, sincere, and trustworthy. Every interaction with us is rooted in honesty and integrity. We're here to add value and build trust, one conversation, one action, one follow-through at a time. So, if you have questions or just want to chat about how we can support you, please don't hesitate to reach out. Whether it's over a zoom or phone call or quick email/text exchange, we're here to listen and help in any way we can. We're genuinely looking forward to connecting with you, Steve and Chanelle