Business Details
50+ Years
experience
Your Trusted Accounting Partner in Middletown, CT
Founded in 1972, our firm has built a legacy of excellence in accounting and advisory services. Our team combines decades of collective experience with a commitment to personalized service, ensuring clients receive tailored solutions for their financial needs. We specialize in serving individuals, privately-owned businesses, and nonprofit organizations across diverse industries. Our rigorous quality control processes, including peer reviews by the AICPA, underscore our dedication to professional standards. Active in professional organizations like the CTCPA and AICPA, we stay at the forefront of industry developments to deliver accurate, strategic advice.As an independent member of the BDO Alliance USA, we leverage national resources while maintaining local expertise. Our staff's ongoing specialized training ensures compliance with evolving tax laws and financial regulations. Clients benefit from our cross-disciplinary approach, addressing accounting, tax planning, and business advisory needs under one roof. We prioritize transparency, ethical practices, and long-term client relationships, helping clients navigate complex financial landscapes with confidence. Our community involvement and professional affiliations reflect our commitment to both local and national accounting excellence.
Services
Retirement Planning
Estate Planning
Elder Care
Small Business Accounting
Tax Services
Audits Reviews
Business Advisory
Succession Planning
Nonprofit Services
Internal Controls
Details
- Year established: 1972
Highlights and features
- We offer 50+ years of combined experience in accounting and tax services.
- Our BDO Alliance USA membership provides access to national resources with local expertise.
- We specialize in industry-specific solutions for healthcare, construction, and nonprofits.
- Our AICPA peer-reviewed quality control ensures adherence to professional standards.
- We provide personalized service with a cross-disciplinary approach to financial challenges.
Associations and certifications
- AICPA
What people say
Leading firm
Personal and professional attention
Professional and responsive
Quality service
Services
Tax Services
Our comprehensive tax services maximize deductions and credits for individuals and businesses. We handle federal, state, and local tax compliance, strategic planning, and IRS audit representation. Clients benefit from our team's deep understanding of evolving tax laws and industry-specific expertise.
Retirement Planning
We develop customized retirement strategies aligned with clients' financial goals. Our services include evaluating current financial status, creating budgets, and optimizing Social Security benefits. We ensure tax-efficient retirement distributions and long-term financial security through personalized planning.
Estate Planning
Our estate planning services protect clients' assets and ensure their wishes are honored. We coordinate with legal professionals to create wills, trusts, and gift tax strategies. We also handle trust administration and estate tax filings for smooth intergenerational wealth transfer.
Small Business Accounting
We provide full-cycle accounting solutions for small businesses, including bookkeeping, financial reporting, and cash flow management. Our services help business owners make informed decisions while ensuring compliance with tax regulations and financial standards.
Audits Reviews
We conduct thorough audits and reviews for nonprofits, municipalities, and employee benefit plans. Our AICPA peer-reviewed processes ensure accuracy and compliance with GAAP standards. Clients receive actionable insights to improve financial transparency and operational efficiency.
People
Allison Cavanaugh
Senior Manager
Allison Cavanaugh, CPA, Senior Manager, specializes in nonprofit audits and tax services. With 12 years as a CPA and prior experience at PwC, she brings expertise in higher education and healthcare industry audits to our clients.
Robert Fabricant
Manager
Robert Fabricant, CPA, Manager, focuses on nonprofit audits and employee benefit plans. With 40 years as a CPA and experience as a corporate controller, he provides deep expertise in tax compliance and audit services.
Katie Rouillard
Manager
Katie Rouillard, CPA, Manager, specializes in nonprofit and governmental audits. With 16 years as a CPA and experience at regional firms, she delivers comprehensive audit and tax solutions for public sector clients.
Daniel Slepski
Manager
Daniel Slepski, CPA, Manager, provides audit and tax services to nonprofit and religious organizations. With 8 years as a CPA, he combines technical expertise with personalized service for clients' financial needs.
Brenda S. Cowett
Supervisor
Brenda S. Cowett, CPA, Supervisor, brings 40 years of public accounting experience and PHM certification. Her expertise includes public housing finance and nonprofit accounting, ensuring compliance with complex regulatory requirements.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial reporting, cash flow management, and outsourced CFO services tailored to small businesses' needs.
Do you specialize in nonprofit organization accounting?
Yes, we offer audits, tax preparation, and compliance services specifically designed for nonprofit organizations and state-funded entities.
How can you help with retirement planning?
We create personalized retirement plans evaluating your financial status, optimizing Social Security benefits, and ensuring tax-efficient distribution strategies.
Are you experienced with employee benefit plan audits?
Yes, we conduct comprehensive audits of employee benefit plans with specialized expertise recognized by the EBPAQC program.
What tax services do you provide for individuals?
We handle individual tax preparation, strategic planning, and audit representation while maximizing deductions and credits.
How do you stay updated on tax law changes?
Our team participates in ongoing professional education and maintains memberships in CTCPA and AICPA to track regulatory updates.
