Business Details
50+ Years
experience
Trusted Accounting and Tax Services in Glastonbury, CT
Established in 1975, we have dedicated our practice exclusively to serving closely-held businesses. Our team of certified professionals combines deep industry knowledge with personalized service to deliver tailored financial solutions. With expertise in tax planning, assurance, and management consulting, we go beyond standard accounting practices to help clients maximize profits and ensure compliance.Our participation in AICPA's Peer Review Program underscores our commitment to quality control and professional standards. We pride ourselves on building long-term relationships by providing timely, high-quality work that addresses both immediate needs and long-term financial goals.
Services
Tax Return Preparation
Assurance Services
Management Consulting
Employee Benefit Plans
Estate Tax Planning
Construction Contractors Audits
Connecticut Digital Media Audits
Details
- Year established: 1975
Highlights and features
- We offer 48 years of specialized expertise in serving closely-held businesses.
- Our team includes Certified Public Accountants with industry-specific certifications.
- We maintain rigorous quality control through AICPA Peer Review participation.
- We provide comprehensive services spanning tax strategy, audits, and business consulting.
- We deliver personalized solutions combining technical expertise with deep business understanding.
Associations and certifications
- American Institute of Certified Public Accountants (AICPA)
- AICPA Employee Benefit Plan Audit Quality Center
Services
Tax Return Preparation
We offer comprehensive tax planning and preparation services to help individuals and businesses legally minimize their tax liabilities. Our approach combines detailed regulatory knowledge with strategic financial planning to ensure compliance while maximizing returns. Our services cover corporations, partnerships, estates, and individual filings, including audit representation and specialized tax credit consultations.
Assurance Services
Our assurance services provide varying levels of financial statement verification to meet diverse business needs. From full audits to limited reviews and compilations, we help stakeholders gain confidence in financial reporting. Our work includes internal control assessments, transaction testing, and third-party verification to ensure accurate financial disclosures for investors, creditors, and regulatory bodies.
Management Consulting
We deliver actionable financial insights to help businesses make informed decisions through quarterly tax updates, seminars, and QuickBooks support. Our consulting services focus on improving operational efficiency, strategic planning, and compliance management. We help clients implement effective accounting systems and provide ongoing advisory support tailored to their industry-specific challenges.
Connecticut Digital Media Audits
We specialize in Connecticut Digital Media & Motion Picture Tax Credit audits, working closely with production companies to ensure compliance with state regulations. Our team has pioneered audit guidelines for this specialized field and provides expert guidance to maximize qualified tax credits while maintaining full regulatory compliance for film and digital media productions.
Employee Benefit Plans
Our professionals handle ERISA compliance and audit requirements for employee benefit plans, serving clients with varying participant counts. We guide plan sponsors through fiduciary responsibilities, Department of Labor regulations, and Form 5500 filing requirements. With extensive experience in limited-scope audits, we ensure proper plan administration and regulatory compliance.
People
James J. Bascetta
Managing Partner
James Bascetta, a CPA and Certified Construction Auditor, leads the firm with over 40 years of experience. He graduated cum laude from Bryant College and has focused on construction industry accounting since joining the firm in 1985.
Bruce S. Filingeri
Tax Partner
Bruce Filingeri, a CPA with specialty credentials in taxation, brings extensive experience in personal financial planning. He holds multiple community leadership roles and has specialized in tax services since joining the firm in 1989.
Mark A. Osora
Audit Partner
Mark Osora, a CPA and Certified Construction Auditor, leads the digital media audit team. With prior CFO experience in private industry, he offers unique insights into film tax credit compliance and audit requirements.
Mary-Jean K. Parnell
Quality Control Partner
Mary-Jean Parnell, a CPA and Certified Construction Auditor, oversees firm-wide quality control. She ensures compliance with professional standards while maintaining active involvement in community organizations since joining the firm in 1985.
John A. Patoka
Financial Planning Specialist
John Patoka, a CPA and Personal Financial Specialist, provides tailored financial planning services. With over 20 years of experience, he focuses on strategic financial solutions for individuals and businesses.
Questions
What accounting services do you offer?
We provide tax preparation, financial audits, business consulting, employee benefit plan audits, estate tax planning, and specialized Connecticut film tax credit audits.
Do you handle tax credit audits for digital media?
Yes, we're Connecticut's pioneer in digital media and motion picture tax credit audits, working with major Hollywood studios since the program's inception in 2006.
Why choose your firm for accounting needs?
Our decades of experience with closely-held businesses, certified specialists, and personalized approach ensure tailored solutions that combine technical excellence with practical business understanding.
How do you handle employee benefit plan audits?
Our team with 3-20 years of experience in this specialized field provides comprehensive audits and compliance assistance for companies of all sizes, including annual Form 5500 preparation.
What consulting services are available?
We offer QuickBooks implementation, quarterly tax updates, email alerts, and business seminars to help clients make informed financial decisions throughout the year.
