TOP 10 Tax advisor in Newtown, Connecticut

12 results found

The Western Connecticut Estate & Tax Planning Council is a professional institution located at 36 Huntingtown Road in Newtown, Connecticut. Specializing in accounting and finance, this council provides expert guidance and resources for individuals and businesses looking to navigate the complexities of estate planning and tax management. With a team of experienced professionals, they offer personalized solutions to help clients achieve their financial goals and secure their future. Visit the Western Connecticut Estate & Tax Planning Council to receive top-notch advice and support in managing your finances effectively.

Brian C. White, CPA offers professional accounting, auditing, and tax services in Connecticut and New York. Located at 60 Castle Meadow Road in Newtown, Connecticut, this institution provides expert financial services to individuals and businesses in the area. With a focus on accuracy and efficiency, Brian C. White, CPA is committed to helping clients navigate the complexities of accounting and finance. Whether you need assistance with tax preparation, auditing, or general accounting services, this institution is dedicated to providing top-notch expertise and personalized attention to meet your financial needs.

Donaldson Financial Wellness Network, LLC is a finance institution located at 197 Huntingtown Road in Newtown, Connecticut, United States. We specialize in providing comprehensive financial services and solutions to help individuals and families achieve their financial goals. Our team of experienced professionals is dedicated to helping our clients build and maintain financial wellness through personalized financial planning, investment management, and retirement planning services. Contact us today to schedule a consultation and take the first step towards a secure financial future.

Stratos Wealth Partners - Grant Ulrick CFP, CAP, CLU, located in Danbury, Connecticut, is a finance institution dedicated to providing comprehensive wealth management services. With a focus on financial planning, investment strategies, and risk management, our team of experienced professionals is committed to helping clients achieve their financial goals. Conveniently located at 105A Newtown Road, Stratos Wealth Partners offers personalized solutions tailored to each client's unique needs. Whether you are planning for retirement, saving for education, or building your wealth, our experts are here to guide you every step of the way. Trust in Stratos Wealth Partners for all your financial needs.

Magnolia Private Wealth, located at 14 Church Hill Road in Newtown, Connecticut, offers comprehensive wealth management services to individuals, families, business owners, and institutions. Our experienced team takes a collaborative approach to navigating the complexities of wealth, providing integrated investment, planning, and tax solutions. With backgrounds in academia, management consulting, and family-office management, we bring diverse perspectives to our clients' financial challenges. Grounded in modern finance, we challenge conventional wisdom to provide bespoke access to institutional-caliber strategies and extensive manager due diligence. Each client's unique aspirations are the focus of our expertise, whether they are saving for retirement or the next generation. Our tailored investment approach and dynamic solutions cater to the most sensitive and complex financial situations. Services include portfolio management, retirement planning, risk management, insurance services, estate planning, charitable giving, and more. Our goal is to empower clients with transparent and objective advice to make better financial decisions and embrace a rewarding life. Contact us for expert advice on your unique financial situation.

Timothy J. Haas CFP, MBA Waypoint Financial Planning is a leading finance institution located at 107 Church Hill Road in Newtown, Connecticut, United States. With a team of highly qualified professionals, including Certified Financial Planners and individuals with Master of Business Administration degrees, we provide expert financial planning services to help our clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, our institution is dedicated to providing personalized and comprehensive financial solutions. Trust Timothy J. Haas CFP, MBA Waypoint Financial Planning to guide you on the path to financial success.

AdvisersTrust Wealth Management is a leading finance institution located at 30 Main Street in Newtown, Connecticut, United States. Our team of experienced financial advisers is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on trust, transparency, and integrity, we provide comprehensive financial planning, investment management, and retirement planning services to individuals and families. Contact us today to see how we can help you secure your financial future.

Janice M. Butler, CPA is a reputable accounting and finance institution located at 31 Rock Ridge Road in Newtown, Connecticut, United States. With years of experience and expertise in the field, Janice M. Butler, CPA offers a wide range of services including tax preparation, financial planning, and auditing. Clients can trust in the professionalism and dedication of the team at Janice M. Butler, CPA to provide accurate and reliable financial solutions tailored to their individual needs.

Bliss Allred & Co LLC is a trusted accounting and finance institution located at 153 South Main Street in Newtown, Connecticut, United States. Our experienced team led by CPA Matt Allred offers personalized services to individuals and entrepreneurs in any industry, utilizing modern technology to streamline operations and maximize efficiency. Since 2006, we have been serving the communities of Newtown, Redding, Danbury, and beyond, providing a comprehensive range of accounting and tax solutions tailored to each client's unique goals. Our focus on quality, attention to detail, and proactive advice sets us apart as trusted business advisors, dedicated to helping clients achieve long-term financial success. Contact us today to learn more about how Bliss Allred & Co LLC can support your financial objectives.

H&R Block is a renowned accounting and finance institution located at 67 Newtown Road in Danbury, Connecticut, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking for assistance with your personal taxes or a business in need of comprehensive financial solutions, H&R Block is dedicated to providing expert guidance and support. Visit us today to experience top-notch financial services tailored to meet your specific needs.

K M Urso & Co is a reputable accounting and finance institution located in Newtown, Connecticut, United States. With a strong focus on serving the local community, this institution also functions as a local government office, providing essential financial services and advice. The team at K M Urso & Co is dedicated to helping individuals and businesses with their accounting needs, ensuring accuracy and compliance with all financial regulations. Whether you need assistance with tax preparation, budgeting, or financial planning, K M Urso & Co is here to provide expert guidance and support.

Welcome to Jennifer Draney State Farm! Our office is located in Monroe, Connecticut, and serves customers in Fairfield and New Haven Counties, including Trumbull, Newtown, Oxford, and Seymour. We are open Monday through Friday from 9 a.m. to 5 p.m and are happy to assist outside of business hours if that works better for you. We have been proudly serving State Farm customers since 2006. The dedicated team at Jennifer Draney State Farm is here to help with all your insurance needs, including auto, home, life, and business needs. If you are moving to the Monroe area, we are happy to help with your relocation, so be sure to give us a call. We love meeting our new neighbors!