Business Details
Your Trusted Partner for Accounting and Tax Planning
John A. Culhane, CPA has been a trusted partner for small business owners and high-net-worth individuals since our founding. We specialize in creating tailored tax planning strategies that preserve wealth while ensuring compliance with evolving state and federal regulations. Our team of certified professionals brings decades of combined experience in accounting, bookkeeping, and financial consulting, serving clients across Monroe, CT, and surrounding areas including Westport, Fairfield, and Trumbull. We prioritize proactive financial guidance, offering flat-fee accounting packages that include bookkeeping, tax liability planning, and business tax preparation.Our approach combines technical expertise with personalized service, ensuring clients receive actionable insights to maximize profits and minimize tax exposure. As a locally rooted firm, we understand the unique challenges faced by small businesses and provide strategic support through services like payroll processing, QuickBooks management, and virtual CFO solutions. Our commitment to client education and transparent communication has earned us a reputation for reliability and excellence in financial services.
Services
Tax Planning
Bookkeeping Services
Payroll Processing
Estate Planning
QuickBooks Management
Virtual CFO Services
Business Tax Preparation
Financial Consulting
Wealth Preservation
Multi-State Tax Strategies
Highlights and features
- We offer flat-fee accounting packages with transparent pricing
- Our team includes QuickBooks Online Certified ProAdvisors
- Specialized in multi-state tax planning for small businesses
- Collaborate with existing tax advisors to enhance client outcomes
- Guarantee tax savings exceeding our planning fees in first year
Associations and certifications
- CPA (Certified Public Accountant)
- PFS (Personal Financial Specialist)
What people say
Excellent tax savings
Knowledgeable staff
Reliable bookkeeping
Responsive team
Clear communication
Services
Tax Planning Strategy
Our tax planning services develop customized strategies to minimize liabilities for businesses and individuals. We analyze financial situations to implement proven techniques that reduce tax exposure while maintaining compliance. With ongoing guidance throughout the year, clients benefit from proactive adjustments to maximize savings during tax season.
Small Business Accounting
Comprehensive accounting solutions for small businesses include bookkeeping, financial reporting, and payroll management. Our flat-fee packages provide essential services like balance sheet maintenance, cash flow monitoring, and year-end tax preparation. We help business owners maintain accurate records while focusing on growth opportunities.
Estate Planning
Our estate planning services create tailored strategies to protect assets and facilitate smooth wealth transfer. We develop customized plans considering individual goals, family needs, and tax implications. Services include trust creation, charitable gifting strategies, and business succession planning to ensure financial security for future generations.
Payroll Services
Outsourced payroll services handle all aspects of employee compensation, including tax filings and wage reporting. We ensure accurate and timely payment of wages, tax deposits, and regulatory compliance. Our solutions reduce administrative burdens while minimizing errors that could lead to costly penalties for businesses.
QuickBooks Management
QuickBooks-based accounting services provide real-time financial insights through cloud technology. Certified ProAdvisors maintain accurate records, generate financial statements, and streamline tax preparation. Our cloud solutions offer secure access to financial data while integrating seamlessly with other business systems for improved efficiency.
People
John A. Culhane
CPA, PFS
Graduate of St. John's University with degrees in Accounting and Taxation. Licensed CPA in Connecticut and New York with over 20 years of experience in tax planning and financial consulting.
Brent Eugenides
CFP
Certified Financial Planner with 32 years of experience in financial services. Holds a B.S. in Finance from the University of South Carolina and serves on multiple community finance committees.
Terri Culhane
Financial Consultant
Former Connecticut-certified teacher with advanced degrees in education. Brings five years of teaching experience to client services, specializing in administrative support and financial consulting.
Cayenne Spremullo
Bookkeeping Specialist
QuickBooks Online Certified ProAdvisor since 2020. Handles bookkeeping, tax preparation, and special projects. Former municipal tax collector with extensive experience in local government financial operations.
Chris Schermann
Office Manager
Former Executive Assistant at JP Morgan with 30+ years of financial services experience. Manages office operations and client communications while providing portrait photography services in her spare time.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, financial reporting, tax preparation, and virtual CFO services tailored to small business needs.
How does your tax planning process work?
We analyze your financial situation, identify tax-saving opportunities, and implement strategies throughout the year to minimize liabilities.
Do you offer free consultations?
Yes, we provide no-obligation consultations to discuss your accounting and tax planning needs.
Can you help with multi-state tax compliance?
Our expertise includes managing tax obligations across multiple states for businesses and individuals.
What makes your firm different from other CPAs?
We specialize in proactive tax planning while collaborating with your existing advisors to maximize savings.
Are your fees fixed or hourly?
Most services are offered at competitive flat-fee rates for predictable budgeting.
