Donald J Ciampi Associates

At Ciampi Tax & Financial Services, LLC, we are dedicated to providing our clients with comprehensive financial services that cater to their unique needs. For over 50 years, our family-owned business has remained committed to developing trusted and long-lasting client relationships. We treat each relationship as a partnership, resulting in customized and attentive service that brings unmatched value and creates a superior client experience.

Our story began in 1967 when Donald J. Ciampi Sr. started preparing taxes as a second job to support his family. He became a popular tax preparer at H&R Block in Waterbury, Connecticut, and quickly rose to a manager position. In 1968, he left H&R Block and started Ciampi Tax & Financial Services LLC. His professional background, knowledge, education, and attention to detail, combined with his Italian heritage, drew the attention of family, friends, and many referrals looking for assistance in the planning and preparation of federal and state tax returns.

Over the years, our firm has expanded its depth and breadth of service offerings from traditional tax preparation to include accounting, business consulting, and wealth management services - from the basic to the complex. We have successfully grown from a handful of local clients to now servicing hundreds of clients in over 30 states and internationally.

Our Services

At Ciampi Tax & Financial Services, LLC, we offer a wide range of financial services designed to help individuals, families, businesses, and retirees achieve financial security and success. Our services include:

• Tax & Accounting: We provide comprehensive tax planning, preparation, and filing services for individuals and businesses. Our team of experienced accountants and tax professionals ensure that our clients receive the maximum refund they are entitled to while minimizing their tax liability.

• Personal Financial Planning: Our financial advisors work closely with clients to understand their financial goals and develop personalized financial plans that address their unique needs and objectives. Whether you're planning for retirement, saving for a child's education, or simply looking to improve your overall financial health, we can help.

• Investment Management: Our wealth management team offers a variety of investment solutions tailored to meet the specific needs and risk tolerance of each client. From stocks and bonds to mutual funds and exchange-traded funds (ETFs), we can help you build a diversified investment portfolio that aligns with your financial goals.

• Fiduciary Standard: As a fiduciary, we are committed to acting in the best interests of our clients at all times. This means that we prioritize our clients' needs above our own and always provide transparent and unbiased advice.

Our Team

At Ciampi Tax & Financial Services, LLC, we are proud of our team of experienced professionals who are dedicated to providing exceptional service to our clients. Our team includes:

• Tax & Accounting Team: Our team of accountants and tax professionals have extensive experience in tax planning, preparation, and filing for individuals and businesses.

• Wealth Management Team: Our financial advisors and investment professionals have the knowledge and expertise to help clients achieve their financial goals through personalized financial planning and investment management.

Client Resources

At Ciampi Tax & Financial Services, LLC, we believe in empowering our clients with the knowledge and tools they need to make informed financial decisions. That's why we offer a variety of resources designed to help our clients stay informed about the latest tax laws, investment strategies, and personal finance tips.