Business tax consulting services in Connecticut
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Bank of America Private Client Advisor Robert (Bob) A. Haskins
● OpenBank of America Private Client Advisor Robert (Bob) A. Haskins is located at 1 Gorham Island Road in Westport, Connecticut. As a Managing Director and Private Client Advisor, Bob provides personalized advice and guidance to ultra-high-net-worth individuals, couples, and families, helping them achieve their financial goals. With years of experience working with real estate developers, private equity principals, and other high-profile clients, Bob leads a team of specialists to create tailored initiatives in investment management, trust and estate planning, wealth strategy, banking, and philanthropy. He is known for his empathetic and discreet approach, focusing on long-term well-being and stewardship for each client. Bob's expertise in structured lending for real estate acquisitions and his support for multigenerational client families make him a trusted advisor in the finance industry. With a commitment to building strong client relationships based on trust and personal experience, the team at Bank of America Private Bank aims to create strategies that meet the unique needs and goals of each client. Through a personalized approach and access to the resources of Bank of America, the institution helps individuals, families, businesses, and institutions achieve their financial objectives. Whether it's preserving wealth, building philanthropic legacies, or planning for future growth, Bank of America Private Bank prioritizes the goals of its clients. With a history of over 200 years in wealth management, the institution values innovation and the continual pursuit of excellence in a changing financial landscape. Clients can trust that Bank of America Private Bank will provide disciplined financial strategies and guidance across generations. Please note that by visiting the website, you are leaving Bank of America Private Bank's website and being directed to FINRA’S BrokerCheck. It is important to consult legal and tax advisors before making any financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity with respect to all products or services.
1 Gorham Island Rd, Westport, CT 06880, United States -
Rockefeller & Co.
● OpenRockefeller & Co. is a finance institution located at 100 First Stamford Place in Stamford, Connecticut, United States. For over seven generations, we have been serving families, individuals, institutional investors, and corporations with a wide range of financial needs. Our institution has evolved alongside the Rockefeller family, using our heritage to pioneer the future of financial services. We provide individualized service at every stage of wealth, guided by the legacy of the Rockefeller family. Our team seeks to generate unique insights and outcomes to serve institutions, financial professionals, and other investors. We offer independent, strategic business advice for private and public companies through a team of senior investment bankers committed to integrity.
100 First Stamford Pl, Stamford, CT 06902, United States -
Plainfield Town Bookkeeping
● OpenPlainfield Town Bookkeeping is a trusted accounting and finance institution located at 8 Community Avenue in Plainfield, Connecticut, United States. Our team of skilled professionals is dedicated to providing accurate and reliable bookkeeping services for individuals and businesses in the area. With a commitment to excellence and attention to detail, we strive to help our clients manage their finances effectively and efficiently. Whether you need assistance with budgeting, payroll, taxes, or financial reporting, Plainfield Town Bookkeeping is here to help. Contact us today to learn more about our services and how we can support your financial needs.
8 Community Ave, Plainfield, CT 06374, United States -
Bellucci William CPA
● OpenBellucci William CPA is a renowned accounting and finance institution located at 139 Liberty Street in Stonington, Connecticut, United States. With a team of experienced and knowledgeable CPAs, they provide a wide range of services including tax preparation, financial planning, and audit support. Their dedication to excellence and personalized approach make them a trusted partner for individuals and businesses alike. Whether you need help with tax filing or strategic financial advice, Bellucci William CPA is committed to helping you achieve your financial goals.
139 Liberty St, Pawcatuck, CT 06379, United States -
Accsurant
● OpenAccsurant is a leading institution located at 12 Roosevelt Avenue in Stonington, Connecticut, United States. We specialize in providing top-notch insurance and risk management solutions for individuals and businesses alike. With a team of experienced professionals, we are dedicated to helping our clients protect their assets and achieve financial security. Whether you are looking for personal insurance coverage or comprehensive business solutions, Accsurant is here to provide you with the peace of mind you deserve. Contact us today to learn more about our services and how we can assist you in safeguarding your future.
Mystic Packer Building, 12 Roosevelt Ave, Mystic, CT 06355, United States -
Innovast Digital Marketing
● OpenInnovast Digital Marketing is a full-service marketing agency located in Griswold, Connecticut. Specializing in website design, search engine optimization, content development, social media management, and marketing strategy consulting, Innovast serves high-performing entrepreneurs with growing brands. Our team of creative professionals offers premium website design services, hosting, and maintenance plans, as well as trusted advice on user experience, functionality, and design. With a focus on building long-term relationships with our clients, we strive to address the ongoing needs of high-profile professionals and business owners. Our proprietary Innovast Method ensures that content is organized to appeal to your target market and generate leads. Stay ahead of the competition with our SEO services, social media content creation, and video marketing strategies. Let Innovast Digital Marketing help you make a lasting impression online and attract your ideal audience. Contact us today to get started on your new website project.
21 Amy Rd, Griswold, CT 06351, United States -
Walter, Berlingo & Co.
● OpenWalter, Berlingo & Co. is a reputable accounting and finance institution located at 280 Tokeneke Road in Darien, Connecticut, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Their expertise includes tax planning, auditing, financial consulting, and more. Clients can trust Walter, Berlingo & Co. for reliable and personalized financial solutions tailored to their specific needs.
280 Tokeneke Rd, Darien, CT 06820, United States -
Merrill Lynch Financial Advisor Kevin McCulloch
● OpenMerrill Lynch Financial Advisor Kevin McCulloch is a finance institution located at 2 Pickwick Plaza in Greenwich, Connecticut, United States. They offer a comprehensive approach to managing wealth by listening to clients' needs and ensuring every strategy is grounded in understanding their goals. They provide access to investment insights from Merrill and the banking convenience of Bank of America. The team is passionate about delivering excellent service and helping clients pursue their financial goals. They participate in community volunteering and offer personalized wealth management plans through Merrill Personal Wealth Analysis™. The team, supported by the global resources of Merrill, is committed to building strong client relationships based on trust and personalized service. They focus on understanding clients' priorities and goals, using tools to track changes and adjust financial approaches accordingly. The advisors at Merrill Lynch Wealth Management work closely with clients to create customized investment strategies tailored to their needs and goals. Kevin McCulloch is registered to do business in multiple states and provides personalized investment strategies and financial solutions. Investing involves risk, and it is important to consult legal and tax advisors before making financial decisions. Merrill offers a range of services, including brokerage, investment advisory, and financial planning. Clients can speak with their Merrill financial advisor to understand the differences between these services and determine the best approach for their financial needs.
2 Pickwick Plaza 4th Floor, Greenwich, CT 06830, United States -
John Horton
● OpenJohn Horton is a finance institution located at 8 Sound Shore Drive in Greenwich, Connecticut. We specialize in providing expert guidance and seamless financial management for individuals and institutions. Our team offers bespoke investment strategies aligned with your financial objectives, ensuring stability for today and your family's future. With a comprehensive suite of solutions for holistic financial planning, we cater to various trusts and offer fiduciary oversight, account management, and distribution services. Led by your private advisor, our dedicated team can help with everything from managing day-to-day finances to creating and implementing a financial plan designed to grow with you on every step of your wealth journey. We provide access to a sophisticated open-architecture platform of traditional and alternative investments across all major asset classes, as well as exclusive experiences and concierge services through our curated Rockefeller Lifestyle Advisory partners.
8 Sound Shore Dr UNIT 120, Greenwich, CT 06830, United States -
Corinne H James - Morgan Stanley
● OpenCorinne H James - Morgan Stanley is a renowned financial institution located at One Fawcett Place in Greenwich, Connecticut, United States. With a strong reputation for providing top-notch financial services, Corinne H James - Morgan Stanley offers a wide range of investment and wealth management solutions to its clients. Whether you are looking for assistance with retirement planning, investment strategies, or portfolio management, the experienced professionals at Corinne H James - Morgan Stanley are dedicated to helping you achieve your financial goals. Trustworthy, reliable, and committed to excellence, this institution is a trusted partner for individuals and businesses seeking expert financial guidance.
One Fawcett Pl 3rd Floor, Greenwich, CT 06830, United States -
Kolbrenner & Alexander LLC
● OpenKolbrenner & Alexander LLC is a reputable accounting and finance institution located at 2777 Summer Street in Stamford, Connecticut, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, and financial planning. Their commitment to excellence and attention to detail make them a trusted partner for individuals and businesses alike. Whether you are looking for help with your personal finances or need expert advice for your business, Kolbrenner & Alexander LLC is here to help you achieve your financial goals.
2777 Summer St #501, Stamford, CT 06905, United States -
George Getz - Morgan Stanley
● OpenGeorge Getz - Morgan Stanley is a prestigious finance institution located at 1 Fawcett Place in Greenwich, Connecticut, United States. With a strong reputation for providing top-notch financial services and expertise, George Getz - Morgan Stanley is a trusted partner for individuals and businesses seeking wealth management, investment advice, and financial planning. The institution's experienced team of professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments or plan for retirement, George Getz - Morgan Stanley is committed to providing personalized solutions tailored to your specific needs.
1 Fawcett Pl 3rd Floor, Greenwich, CT 06830, United States -
Thomas Whelan LLC
● OpenThomas Whelan LLC is a reputable accounting and finance institution located at 870 Post Road in Darien, Connecticut, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, Thomas Whelan LLC is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in financial success.
870 Post Rd, Darien, CT 06820, United States -
Halpern & Associates LLC
● OpenHalpern & Associates LLC is a reputable accounting and finance institution located at 218 Danbury Road in Wilton, Connecticut, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Halpern & Associates LLC is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart from other firms in the industry.
218 Danbury Rd, Wilton, CT 06897, United States -
NJD Solutions LLC
● OpenNJD Solutions LLC is a reputable accounting and finance institution located at 1117 East Putnam Avenue in Greenwich, Connecticut, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses. Whether you need assistance with tax preparation, financial planning, or bookkeeping, we are here to help. Trust NJD Solutions LLC for all your accounting and finance needs.
1117 E Putnam Ave #184, Riverside, CT 06878, United States -
JJ Haffner Company LLC
● OpenJJ Haffner Company LLC is a reputable accounting and finance institution located at 30 Myano Lane in Stamford, Connecticut, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. From tax preparation to financial planning, JJ Haffner Company LLC is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart in the industry. Visit them today to see how they can assist with your financial needs.
30 Myano Ln, Stamford, CT 06902, United States -
Baruno Hannaford Heap Aurello & Co
● OpenBaruno Hannaford Heap Aurello & Co is a prestigious accounting and finance institution located at 2001 West Main Street in Stamford, Connecticut, United States. With a team of highly skilled professionals, they provide top-notch financial services to individuals and businesses alike. From tax preparation to financial planning, Baruno Hannaford Heap Aurello & Co is dedicated to helping their clients achieve their financial goals. Visit them today to experience their expertise and exceptional service.
2001 W Main St #215, Stamford, CT 06902, United States -
Ernst & Young
● OpenErnst & Young, located at 300 First Stamford Place in Stamford, Connecticut, is a renowned institution specializing in accounting and finance services. Learn from industry leaders about how companies can ensure privacy, transparency, and accountability while implementing AI technologies. Discover how AI can unlock value in M&A transactions and how businesses are using AI to create value and transform operations. The institution also offers insights on climate change, sustainability, health equity, and LGBTQ workplace inclusivity. With a global presence, Ernst & Young is a trusted partner in assurance, consulting, strategy, transactions, and tax services, helping to build trust and confidence in capital markets worldwide. Visit their website for more information and to explore career opportunities in various fields.
300 First Stamford Pl, Stamford, CT 06902, United States -
Haims Buzzeo & Co PC
● OpenHaims Buzzeo & Co PC is a reputable accounting and finance institution located at 666 Summer Street in Stamford, Connecticut, United States. With a team of skilled professionals, they offer a wide range of financial services to individuals and businesses. From tax preparation and planning to financial consulting, Haims Buzzeo & Co PC is dedicated to helping their clients achieve their financial goals. With a commitment to excellence and personalized service, they have earned a strong reputation in the industry.
666 Summer St # 1, Stamford, CT 06901, United States -
Tradition Accounting and Bookkeeping
● ClosedTradition Accounting and Bookkeeping is a reputable institution located at 700 Canal Street in Stamford, Connecticut, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions to individuals and businesses alike. With a commitment to accuracy and efficiency, we strive to help our clients achieve their financial goals and make informed decisions. Whether you need assistance with bookkeeping, tax preparation, or financial planning, Tradition Accounting and Bookkeeping is here to help. Contact us today to learn more about our services and how we can assist you with your financial needs.
700 Canal St, Stamford, CT 06902, United States -
sicontador llc
● OpenSicontador LLC is a reputable accounting and finance institution located at 27 Northill Street in Stamford, Connecticut, United States. With a team of experienced professionals, Sicontador LLC offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, Sicontador LLC is committed to providing top-notch financial solutions to help you achieve your financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.
27 Northill St, Stamford, CT 06907, United States -
B2B SOS
● OpenB2B SOS is a reputable accounting and finance institution located at 1177 High Ridge Road in Stamford, Connecticut, United States. Our dedicated team of professionals provides top-notch financial services to businesses, helping them navigate through complex financial matters with ease. With a focus on B2B transactions, we specialize in assisting companies with their financial needs, ensuring smooth operations and financial success. Trust B2B SOS for all your accounting and finance needs.
1177 High Ridge Rd, Stamford, CT 06905, United States -
Tucci Peter J
● OpenTucci Peter J is a reputable accounting and finance institution located at 168 East Avenue in Norwalk, Connecticut, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. From tax preparation to financial planning, Tucci Peter J is dedicated to providing high-quality and personalized solutions to meet their clients' needs. Whether you are looking for assistance with bookkeeping or investment management, you can trust Tucci Peter J to deliver expert advice and reliable support.
168 East Ave, Norwalk, CT 06851, United States -
Lombardo Peter J CPA
● OpenLombardo Peter J CPA is a reputable accounting and finance institution located at 2777 Summer Street in Stamford, Connecticut, United States. With years of experience in the industry, they offer a wide range of services to individuals and businesses, including tax preparation, auditing, financial planning, and more. Their team of skilled professionals is dedicated to providing top-notch services and helping clients achieve their financial goals. Whether you need assistance with tax compliance or financial management, Lombardo Peter J CPA is here to help.
2777 Summer St # 403, Stamford, CT 06905, United States -
Kolbrenner Max CPA
● OpenKolbrenner Max CPA is a reputable accounting and finance institution located at 2777 Summer Street in Stamford, Connecticut, United States. With a team of experienced and dedicated professionals, we provide a wide range of accounting services to individuals and businesses. From tax preparation to financial planning, our goal is to help our clients achieve their financial goals and success. Contact us today to learn more about how we can assist you with your accounting and finance needs.
2777 Summer St #501, Stamford, CT 06905, United States -
Zezima Paul P
● OpenZezima Paul P is a reputable accounting and finance institution located at 60 Wolfpit Avenue in Norwalk, Connecticut, United States. With a strong focus on providing high-quality financial services, Zezima Paul P is dedicated to helping individuals and businesses manage their finances effectively. The institution prides itself on its experienced team of professionals who are committed to delivering personalized and tailored solutions to meet the unique needs of each client. Whether you are looking for assistance with tax preparation, financial planning, or investment management, Zezima Paul P is here to help you achieve your financial goals.
60 Wolfpit Ave, Norwalk, CT 06851, United States -
John A Prichard Professional
● OpenJohn A Prichard Professional is a renowned institution located at 25 Sylvan Road South in Westport, Connecticut, United States. Specializing in accounting and finance, this institution offers top-notch professional services to individuals and businesses alike. With a team of highly skilled and experienced professionals, John A Prichard Professional is dedicated to providing expert advice and guidance in all areas of accounting and finance. Whether you are looking for tax preparation services, financial planning, or investment advice, you can trust John A Prichard Professional to deliver exceptional results. Contact them today to learn more about how they can help you achieve your financial goals.
25 Sylvan Rd S # G, Westport, CT 06880, United States -
LaMountain, Riccardelli & Petkovich Accounting
● OpenWelcome to LaMountain, Riccardelli & Petkovich Accounting, your trusted partner in financial excellence located in the heart of Canaan, Connecticut. Situated at 10 East Main Street, we proudly serve the local community and beyond with a comprehensive range of accounting and financial services tailored to meet your unique needs. Our dedicated team of experienced professionals is committed to providing personalized solutions that ensure your financial well-being and business success. At LaMountain, Riccardelli & Petkovich Accounting, we specialize in a variety of services, including tax preparation and planning, bookkeeping, financial statement preparation, payroll services, and business consulting. Whether you're an individual seeking personal financial guidance or a business owner looking to optimize your financial operations, we are here to support you every step of the way.
10 East Main Street, Canaan, Connecticut 06018, United States
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