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Last site update: February 3, 2014

The CPA. You See Numbers, We See Opportunities.

Welcome and thank you for visiting my Website. In addition to providing you with a profile of my firm and the services I provide, this Website has been designed to become a helpful resource tool to my present and future clients, as well as to those just visiting.

As you browse through my Website, you will see that not only have I highlighted background information on my firm and the services I provide, but have also included useful resources such as informative articles (in my Newsletter section) and interactive financial calculators (in my Financial Tools section). In addition, I have included IRS tax publications and forms, as well as an events calendar for individuals and businesses (in my Info Center section). These publications, forms and event calendars can be printed using Adobe Acrobat Reader.

While browsing through my Website, please feel free to contact me with any questions or comments you may have.

CONFIRMATION BY IRS AND STATE TAXING AUTHORITIES OF PROCESSED AND ACCEPTED RETURNS Clients who provide me with their e-mail address will receive an e-mail confirmation from the IRS and CT (as well as other states, if any) once their returns have been processed and accepted. 

WHAT TAX INFORMATION SHOULD BE BROUGHT IN? Click the "Client Checklist" link to see my articles entitled "Tax Preparation Checklist" and "List of Documents and Information Most Often Missed"

2013 ELECTRONIC TAX ORGANIZERS WILL BE AVAILABLE IN MID-JANUARY: If you would like an electronic tax organizer e-mailed to you, please contact me. This organizer (which will be password protected) includes your previous year financial information, and includes fields where current year information can be entered. This information can all be inputted directly onto your computer screen and then printed or e-mailed back to me. It is a useful guide in that it helps identify what current year information you should be bringing in based on what items of income and deductions you had in the previous year.

ATTENTION NEW CLIENTS: As a reminder, please be sure to bring in copies of your prior year income tax returns when we meet. If I will be preparing business returns (sole proprietorship, LLC, partnership or corporate returns), or returns with rental properties, be sure to also bring in a detailed depreciation schedule for each of these activities.

ANNUAL TAX LETTER: My annual tax letter will be sent out the week of January 20th. If you are not on my mailing list but would like a copy, please call or e-mail me with your name and address.

Do you have foreign investments in your portfolio? You may need to file with the U.S. Treasury giving details of these accounts

Where is your IRS refund check? Click here to find out

Where is your CT refund check? Click here to find out

Frequently asked tax questions (and answers) for individuals & small business

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