Business Details
Your Trusted Partner for Accounting & Tax Solutions in Waterford, CT
Founded by Angela Nummy, Northeast Tax & Business Solutions has been dedicated to providing personalized accounting, bookkeeping, and tax services since its inception. With a background in public accountancy and a BA in Business, Accounting from Assumption College, Angela recognized the need for tailored financial solutions for small businesses and individuals. As an Enrolled Agent licensed by the IRS, the firm offers expert representation in tax matters, including audits and complex filings. Committed to security, the business employs advanced electronic, physical, and procedural safeguards to protect client data. Services are delivered through secure virtual platforms or in-person consultations, emphasizing transparency, education, and client empowerment.The firm specializes in serving freelancers, entrepreneurs, and small businesses, combining technical expertise with a focus on simplifying financial management. By maintaining rigorous compliance with data privacy standards and leveraging technology, Northeast Tax ensures clients receive both accuracy and accessibility. The team prioritizes long-term relationships, offering customized solutions for tax preparation, bookkeeping, and business strategy. With a mission to make quality financial services accessible to all, the firm continues to grow while preserving its core values of integrity and client-centric service.
Services
Tax Preparation
Bookkeeping
Business Tax Services
IRS Representation
Virtual Accounting
Highlights and features
- We offer 20+ years of combined experience in accounting and tax services.
- Our team includes an IRS-licensed Enrolled Agent for specialized tax representation.
- We implement advanced security measures for electronic and physical data protection.
- We provide flexible virtual and in-person service options tailored to client needs.
- Our personalized approach focuses on educating clients and simplifying financial processes.
Associations and certifications
- Enrolled Agent (IRS)
Services
Tax Preparation
Comprehensive tax preparation services for individuals and businesses, including Form 1040, Schedule C, and corporate returns. Handles complex deductions, credits, and multi-state filings. Ensures compliance with federal and state regulations while maximizing refunds.
Bookkeeping
Ongoing bookkeeping solutions for small businesses, including bank reconciliations, payroll management, and financial reporting. Maintains accurate records throughout the year to ensure tax readiness and informed business decisions.
IRS Representation
Professional representation before the IRS for audits, collection disputes, and tax debt negotiations. Leverages Enrolled Agent credentials to resolve complex tax issues and protect client interests.
Virtual Accounting
Secure virtual accounting services including document sharing, remote consultations, and digital bookkeeping. Utilizes encrypted platforms to provide accessible, real-time financial management solutions.
Business Tax Services
Specialized tax services for businesses, including partnership returns, corporate filings, and compliance strategies. Offers tailored solutions for rental properties, freelancers, and small enterprises to optimize tax outcomes.
People
Angela Nummy
Owner
Angela Nummy, an IRS-licensed Enrolled Agent, founded Northeast Tax & Business Solutions to provide personalized financial services. With a BA in Business, Accounting, she specializes in small business tax strategy and client education.
Questions
What accounting services do you offer besides tax preparation?
We provide bookkeeping, IRS representation, business tax filings, virtual accounting, and financial consulting services for small businesses and individuals.
Are virtual accounting services secure?
Yes, we use encrypted platforms like Intuit Link for document sharing and implement advanced security measures to protect client data during virtual interactions.
Can you represent me during an IRS audit?
As an Enrolled Agent, we offer full IRS representation for audits, tax debt negotiations, and compliance issues to protect your interests.
Do you serve out-of-state clients?
Yes, we securely serve clients nationwide through virtual consultations, document sharing, and mail-based services while maintaining compliance standards.
What security measures protect client information?
We employ 256-bit SSL encryption, secure physical storage, restricted data access, and two-factor authentication to safeguard sensitive financial information.