Business Details
50+ Years
experience
Your Trusted Partner for Accounting & Tax Services in Wethersfield
Since 1972, Hallisey & D'Agostino has provided comprehensive accounting, tax, and advisory services to individuals and businesses across Connecticut. Our firm specializes in delivering tailored financial solutions, from routine bookkeeping to complex audit support, while prioritizing client relationships and industry-specific expertise. With a focus on construction, manufacturing, real estate, and service sectors, we combine technical proficiency with personalized service to meet diverse client needs.Our collaborative culture fosters continuous learning and low staff turnover, ensuring consistent, high-quality service delivery. We actively engage in community initiatives and maintain rigorous professional development to stay ahead of regulatory changes, positioning us as a trusted partner for long-term financial success.
Services
Accounting & Assurance
Tax Services
Business Advisory
Trusts & Estates
Individual Services
Construction Industry
Wealth Planning
Audit Support
Tax Compliance
Succession Planning
Details
- Year established: 1972
Highlights and features
- We offer over 50 years of experience in accounting and tax services.
- Our team provides personalized solutions tailored to each client's needs.
- We prioritize continuing education to stay updated on industry changes.
- Our firm fosters a collaborative culture for efficient service delivery.
- We are committed to community involvement and client trust.
Services
Accounting & Assurance
We deliver comprehensive accounting services including financial statement audits, reviews, and compilations. Our team specializes in internal control assessments and cash flow analysis to ensure accurate financial reporting. With expertise in GAAP standards and regulatory compliance, we help businesses maintain transparency and make informed financial decisions.
Tax Services
Our tax experts provide federal and state return preparation, multi-jurisdictional compliance, and strategic tax planning. We assist with IRS representation, tax debt resolution, and gifting programs while staying current with evolving regulations to minimize liabilities and maximize savings opportunities for clients.
Business Advisory
We guide businesses through entity selection, succession planning, and transaction due diligence. Our advisory services include tax incentive identification, financing assistance, and software implementation to support operational efficiency and long-term growth for companies at all stages.
Trusts & Estates
We offer comprehensive estate planning, trust administration, and wealth transfer strategies. Our services include irrevocable trust creation, business succession planning, and retirement strategy development to preserve family wealth across generations while ensuring tax efficiency.
Individual Services
We provide personalized tax preparation, retirement planning, and financial goal setting for individuals. Our team helps clients develop customized strategies for wealth accumulation, college savings, and estate protection to achieve long-term financial security.
People
Nathaniel G. D'Agostino
Managing Partner
Nathaniel leads the firm with over 30 years of experience in public accounting. He specializes in assurance services and strategic business advisory, focusing on client growth and operational efficiency.
Lawrence F. Hallisey
Partner, Assurance & Advisory
Lawrence brings expertise in audit and advisory services, working with clients across multiple industries to improve financial reporting accuracy and regulatory compliance through tailored solutions.
Kenneth A. Batt
Partner, Assurance & Advisory
Kenneth specializes in assurance services and business advisory, helping clients navigate complex financial challenges with strategic, data-driven approaches to enhance organizational performance.
Luisa Lepore
Director, Quality Control
Luisa oversees quality control initiatives, ensuring adherence to professional standards across all services while mentoring staff on best practices for audit and accounting excellence.
Joseph Coulombe
Senior Manager, Tax
Joseph leads tax strategy development, specializing in compliance and planning for businesses and high-net-worth individuals, with a focus on minimizing tax liabilities through proactive solutions.
Questions
What accounting services do you offer?
We provide audits, reviews, compilations, internal control reviews, and financial statement preparation for businesses and individuals.
Do you specialize in any industries?
We serve construction, manufacturing, real estate, professional services, and consumer services industries with tailored financial expertise.
What tax services are available?
Our tax services include return preparation, compliance, planning, state/local tax advice, and IRS representation for individuals and businesses.
How do you support business growth?
We offer entity selection, succession planning, transaction advisory, business valuations, and financing assistance to support business growth.
What personal financial services do you provide?
We assist with tax planning, estate strategies, retirement planning, and wealth accumulation tailored to individual client goals.
