Business Details
Your Trusted Accounting Partner in New Milford, CT
Malkin Mark A CPA is a full-service accounting firm licensed in Connecticut, serving business owners, executives, and independent professionals for over 40 years. Our team of Certified Public Accountants combines technical expertise with personalized attention to help clients achieve financial goals. We specialize in tax preparation, strategic tax planning, small business accounting, and QuickBooks support, leveraging the latest technologies and regulatory insights.Our commitment to professionalism, responsiveness, and quality has fostered long-term client relationships and community growth. With a focus on proactive solutions, we address tax compliance, financial reporting, and business strategy to optimize client outcomes. Our dedication to superior customer service ensures tailored support for individuals and businesses navigating complex financial landscapes.
Services
Tax Preparation
Tax Planning
Small Business Accounting
QuickBooks Services
Estate Planning
Cash Flow Management
Bank Financing
Strategic Business Planning
Non-Profit Tax Services
IRS Audit Representation
Highlights and features
- We offer over 40 years of combined accounting expertise in western Connecticut.
- Our personalized service combines technical proficiency with dedicated client support.
- Specialized tax planning strategies to legally minimize tax liabilities.
- Comprehensive QuickBooks setup, training, and ongoing technical support.
- Active community involvement through board memberships and local engagement.
Services
Tax Preparation
Our tax preparation services ensure accurate and timely filing of federal, state, and local tax returns. We specialize in minimizing liabilities through strategic deductions and credits for individuals, businesses, and trusts. With expertise in complex tax scenarios, we provide compliance support for 1040s, corporate returns, payroll taxes, and more. Our process combines technical precision with personalized guidance to maximize refunds and reduce audit risks.
Tax Planning
Proactive tax planning helps clients legally reduce long-term liabilities through year-round strategies. We analyze income, investments, and business operations to identify savings opportunities aligned with evolving regulations. Our services include entity structure optimization, retirement planning, and multi-jurisdictional tax compliance. By staying ahead of legislative changes, we help clients preserve wealth and achieve financial objectives while maintaining full regulatory compliance.
Small Business Accounting
We provide comprehensive accounting solutions for small businesses, including bank reconciliations, income statements, and balance sheet preparation. Our services ensure accurate financial reporting for informed decision-making. We assist with general ledger maintenance, cash flow management, and compliance reporting to support business growth. This service helps entrepreneurs maintain financial clarity and meet regulatory requirements efficiently.
QuickBooks Services
Our QuickBooks expertise includes system setup, data cleanup, and customized training for small businesses. We optimize software functionality for inventory tracking, payroll processing, and financial reporting. Regular reviews ensure accurate records for tax preparation and business analysis. This service streamlines accounting processes, improves efficiency, and empowers business owners with real-time financial insights.
Estate Planning
Estate planning services protect clients' assets and ensure proper distribution according to their wishes. We coordinate with legal professionals to implement wills, trusts, and tax-efficient transfer strategies. Our approach addresses probate avoidance, charitable giving, and elder care considerations. This service provides peace of mind through comprehensive plans that adapt to changing family and financial circumstances.
People
Mark A. Malkin
Partner
Certified Public Accountant since 1983 with extensive experience in tax and financial services. Active in local business and civic organizations, Mark combines technical expertise with community commitment.
Laura J. Daigle
Partner
CPA with 25+ years in public and private sectors, including roles at Pepsico and Ernst & Young. Specializes in corporate finance and tax strategy for diverse business clients.
Daniel J. Malkin
Partner
CPA providing tax planning and technology management solutions. Combines analytical skills with client-focused service, serving on multiple professional boards in Connecticut.
Ingrid Tomaino
Bookkeeping Specialist
QuickBooks expert with 30+ years of client support experience. Manages payroll, sales tax reporting, and financial operations while bringing international business perspective.
Joan Cassel
Senior Accountant
Experienced in tax preparation and financial reporting with 20+ years in CPA firms and country club controllerships. Provides comprehensive accounting solutions for business and individual clients.
Questions
What accounting services do you offer for small businesses?
We provide bank reconciliations, income statements, balance sheets, general ledger adjustments, and cash flow management tailored to small business needs.
How can you help with tax planning?
Our proactive tax planning identifies legal strategies to minimize liabilities through deductions, credits, and entity structure optimization across all tax jurisdictions.
Do you support QuickBooks users?
Yes, we offer QuickBooks setup, training, data reviews, and troubleshooting to optimize accounting efficiency for small businesses.
What tax preparation services do you provide?
We prepare federal, state, and local tax returns for individuals, corporations, partnerships, trusts, and non-profits with a focus on maximizing refunds and compliance.
How do you handle IRS audit representation?
We provide expert representation for audit resolution, leveraging our tax code knowledge to protect client interests during IRS or state tax authority examinations.
