Business Details
45 Years
experience
Certified Public Accountants in New Haven, CT
Founded in 1981, our firm has built a reputation for delivering comprehensive accounting, tax, and financial services tailored to individuals and businesses. With decades of combined experience, Joanne Blanck and Martin Squire lead a dedicated team committed to providing personalized attention and strategic solutions. Our approach emphasizes open communication, thorough research, and sound analysis to address clients' unique needs.We specialize in tax planning, estate and trust services, QuickBooks support, and IRS representation, ensuring clients navigate complex financial landscapes with confidence. Our mission centers on maintaining the highest standards of service while fostering long-term client relationships through integrity and expertise.
Services
Tax Planning
Accounting Services
Estate Tax Planning
QuickBooks Support
IRS Representation
Bookkeeping
Entity Structuring
Employee Benefits
Cash Flow Management
International Taxation
Details
- Year established: 1981
Highlights and features
- We have over 40 years of combined experience in accounting and tax services.
- Our team provides personalized attention to each client's unique needs.
- We offer comprehensive financial planning and tax strategies tailored to your goals.
- We utilize advanced accounting software for accurate and efficient results.
- Our firm is committed to ongoing professional development and client education.
Services
Tax Management Services
Our tax planning services help individuals and businesses minimize liabilities while maximizing cash flow through strategic compliance with evolving tax laws. We analyze financial situations to identify opportunities for savings and provide actionable recommendations. Clients benefit from our expertise in federal, state, and international tax regulations to achieve long-term financial goals.
Estate and Trust Planning
We develop customized estate plans to ensure smooth asset transfer while minimizing tax burdens for beneficiaries. Our services include trust creation, will preparation, and succession planning for business owners. Clients receive guidance on complex tax implications to protect their legacy and provide clarity during sensitive times.
QuickBooks Assistance
We offer comprehensive QuickBooks support including system setup, staff training, and financial report optimization. Our team ensures accurate data management and efficient software utilization for small to mid-sized businesses. Clients gain confidence in their financial tracking and reporting capabilities through our hands-on expertise.
IRS Representation
Professional representation during IRS audits protects clients' interests through accurate documentation and expert communication. We handle all correspondence and negotiations with tax authorities to resolve issues efficiently. Our experience reduces stress and improves outcomes for individuals and businesses facing tax disputes.
Business Entity Selection
We advise on optimal business structures considering tax implications, liability protection, and growth objectives. Services include entity conversion analysis and restructuring recommendations for evolving businesses. Clients receive strategic guidance to ensure their organizational framework aligns with current and future operational needs.
People
Joanne Blanck
CPA
With over four decades of experience, Joanne Blanck specializes in individual and business tax planning, estate management, and financial strategy. Her dedication to client service and deep technical knowledge ensures comprehensive solutions tailored to each client's unique circumstances.
Martin Squire
CPA
Martin Squire brings extensive expertise in corporate taxation, QuickBooks systems, and business advisory services. His analytical approach and commitment to accuracy help businesses maintain compliance while achieving financial growth through strategic planning.
Questions
What accounting services do you offer?
We provide general ledger preparation, bookkeeping, financial statement compilation, and cash flow analysis for businesses of all sizes.
Do you handle international tax matters?
Yes, we assist U.S. companies operating abroad and foreign entities conducting business in the U.S. with compliance and planning.
Can you help with QuickBooks setup and training?
We offer personalized QuickBooks training, system setup, and ongoing support to ensure accurate financial management.
What estate planning services are available?
We specialize in trust planning, tax-efficient asset transfer strategies, and minimizing estate tax liabilities for individuals and families.
