Business Details
30 Years
experience
Trusted Tax Preparation & Financial Services in Stamford, CT
Established in 1996, Coppola Accounting and Financial has been dedicated to providing personalized accounting and financial services to individuals and small to mid-sized businesses. Our team of seasoned professionals combines extensive experience with a commitment to precision and affordability. Specializing in tax preparation, bookkeeping, and financial consulting, we prioritize understanding each client's unique needs to deliver tailored solutions. Katharine Coppola, owner since 2021, brings over 19 years of investment expertise and a Series 65 license, ensuring advanced tax strategies for clients. With over 30 years of accounting experience, founder Tony Coppola established our reputation for integrity and community involvement.Our services extend to tax planning, retirement accounts, and out-of-state returns, addressing diverse financial scenarios. We maintain memberships in local professional organizations and adhere to rigorous compliance standards. Clients consistently commend our detailed approach, reliability, and exceptional client support through decades of service. During peak seasons, we offer extended Saturday hours while maintaining year-round availability via appointments. Our office in downtown Stamford provides convenient access for local clients while serving a broader regional clientele.
Services
Tax Preparation
Bookkeeping
Tax Consulting
Business Tax Returns
Delinquent Tax Returns
Retirement Planning
Details
- Year established: 1996
Highlights and features
- We offer 25+ years of accounting expertise with personalized service
- Our team includes a Series 65 licensed financial professional
- We provide year-round tax consulting and seasonal Saturday availability
- We guarantee accurate filings with meticulous attention to detail
- We welcome walk-ins for immediate tax assistance needs
What people say
Excellent service
Very knowledgeable staff
Caring and thorough
Wonderful experience
Professional and helpful
Services
Tax Preparation
We specialize in accurate income tax preparation for individuals and businesses. Our expert team handles complex returns including self-employment, investment income, and multi-state filings. Clients benefit from our meticulous approach to maximizing deductions while ensuring full compliance with IRS regulations. Our service includes electronic filing and thorough review of all documentation.
Bookkeeping
Our comprehensive bookkeeping services maintain precise financial records for small businesses. We manage accounts payable/receivable, payroll processing, and financial statement preparation. Clients receive timely, organized reports to support informed business decisions. Our system integrates seamlessly with popular accounting software platforms for real-time financial visibility.
Tax Consulting
We provide strategic tax consulting throughout the year to optimize financial positions. Services include tax deferral strategies, retirement account planning, and business expense optimization. Our professionals help clients understand changing regulations while developing proactive plans to minimize tax liabilities and maximize savings opportunities for long-term financial growth.
Business Tax Returns
We prepare various business entity tax returns including corporations, partnerships, and LLCs. Our service covers income tax filings, sales tax reporting, and payroll tax compliance. Clients receive detailed explanations of tax implications and strategic recommendations for business structure optimization. We ensure accurate submissions meeting all state and federal requirements.
Delinquent Tax Returns
We assist clients with overdue tax return preparation and filing. Our team handles historical documentation reconstruction and IRS correspondence to resolve non-compliance issues. Services include penalty abatement requests and payment plan negotiations. We prioritize restoring tax compliance while minimizing financial repercussions through professional representation and strategic resolution planning.
People
Katharine Coppola
Owner
Over 19 years investment experience with Series 65 license. Specializes in real estate tax implications and financial planning. Provides personalized service while ensuring tax efficiency for clients. Holds B.S. in Business Management and actively promotes financial literacy through community programs.
Anthony Coppola
Founder
Certified professional with 30+ years accounting experience. Served on multiple community organizations boards. Combines technical expertise with deep local business knowledge. Maintains active involvement in American Legion and Chamber of Commerce while delivering reliable accounting solutions to Connecticut businesses for decades.
Questions
Do I need to file income taxes?
You should file taxes if you earned income, with exceptions based on age and status. We help determine your filing requirements and potential refunds.
What's Connecticut's tax filing deadline?
Connecticut and federal taxes are due April 15. Extensions can be requested by this date for October 15 submission, but payments are still due April 15.
Can I prepare taxes myself?
DIY tax filing is possible, but our expertise helps maximize refunds, prevent errors, and identify deductions you might otherwise miss.
What tax services do you offer?
We prepare individual, business, and multi-state tax returns. Services include delinquent returns, retirement planning, and tax consulting for all entity types.
What makes you different from other firms?
We combine 30+ years local experience, Certified professionals, and personalized service with proven real estate tax expertise and multi-generational client relationships.
