Other Services

Due to our diverse client base, we encounter a wide array of financial and tax issues. As a result, we have gained valuable experience over the years in numerous specialized areas, many of which are listed below. We feel our ability to provide such a variety of services reflects our versatility and competency, as well as our dedication to quality client service.

Certified QuickBooks Pro Advisor ®

We are a Certified QuickBooks Pro Advisor ®. We can assist you in QuickBooks ® Setup, Training, and Reporting.

Litigation Support

Litigation support involves the quantification of economic damages pursuant to existing or pending litigation using accounting and auditing techniques. We have experienced competent staff who can compile information efficiently to assist in the calculation and documentation of any potential economic loss or damages.

Peer Review

Does your firm need a peer review?  We can help.  One of our partners John M. Rolleri, CPA, CFF is a member of the Connecticut State Society of CPAs Peer Review Committee.  He performs dozens of peer reviews annually and oversees others.  Feel free to contact us for details.

Recent News & Updates

2018 Tax Law Changes Updates:

Other News:

On June 1, 2016 Ryan Sheppard was appointed Chairman of the Professional Ethics Committee for the State of Connecticut Society of CPAs - CT Society of CPAs Ethics Committee