Business Details
Your Trusted Accounting Partner in Rhode Island
At Gilligan & Bianco, we partner with clients to navigate a rapidly changing economic landscape through personalized accounting, tax, and consulting services. Our approach centers on active listening, combining decades of experience with a commitment to understanding each client's unique financial and business goals. We prioritize building long-term relationships, offering tailored solutions that address both immediate needs and future planning. Our team of certified professionals delivers expertise in tax compliance, financial statement preparation, wealth management, and business consulting, serving individuals and businesses across Rhode Island, New England, and all 50 states.We distinguish ourselves through face-to-face collaboration, transparency, and a dedication to simplifying complex financial challenges while maintaining the highest standards of confidentiality and professionalism.
Services
Accounting
Tax Planning
Business Consulting
Wealth Management
Financial Statement Preparation
Highlights and features
- We offer decades of combined experience in accounting and tax services
- Our personalized approach prioritizes client-specific financial goals
- We provide strategic tax planning for individuals and businesses
- Our team includes certified public accountants and financial specialists
- We serve clients across all 50 states with local expertise
Services
Accounting Services
We provide comprehensive accounting services including audits, reviews, and compilations tailored to business needs. Our team ensures accurate financial statements through personalized attention and industry expertise. By understanding your operations, we deliver timely, compliant solutions that support strategic decision-making.
Tax Planning
Our tax planning services focus on minimizing liabilities while maximizing financial opportunities. We create customized strategies for individuals and businesses, addressing estate planning, trust management, and retirement goals. With expertise in state and federal regulations, we ensure compliance while optimizing tax efficiency.
Business Consulting
We offer business consulting that combines financial expertise with operational insights. Services include cash flow management, financing assistance, and operational analysis. Our consultants help owners develop growth strategies and implement efficient processes to enhance business performance.
Wealth Management
Our wealth management strategies address estate planning, retirement goals, and charitable giving. We coordinate with attorneys and advisors to create holistic plans aligned with personal values. The service focuses on tax-efficient wealth preservation and growth for high-net-worth individuals.
Financial Statement Preparation
We prepare accurate financial statements through audits, reviews, and compilations. Our process emphasizes understanding client-specific needs to ensure compliance and clarity. By developing deep business insights, we help clients use financial reports as tools for strategic decision-making.
People
Helen-Mary J. Gilligan
Founding Partner
With over 35 years of public accounting experience, Helen specializes in estate planning, tax strategy, and business consulting. A certified public accountant and personal financial specialist, she graduated from Providence College and Bryant University. Helen focuses on building long-term client relationships through personalized service.
Jason D. Bianco
Founding Partner
Jason provides tax planning and business consulting with expertise in corporate finance. A certified public accountant and former corporate treasurer, he graduated from Bryant University. Jason serves as a trusted advisor while maintaining active community involvement through local education initiatives.
Lori J. Conaty
Principal
Lori offers financial reporting and tax planning services for closely held businesses. A certified public accountant and personal financial specialist, she works with clients across multiple industries. Lori combines technical expertise with community service through nonprofit board memberships.
Tyler J. Corsi
Senior Staff
Tyler specializes in tax services with an MBA from Providence College. As a certified public accountant, he provides technical expertise while maintaining a client-focused approach. Tyler's experience spans both academic and practical applications of accounting principles.
Amy M. DiFusco
Senior Staff
Amy brings nine years of accounting experience with a Master of Science in Accounting. She provides comprehensive tax and financial reporting services, combining technical proficiency with personalized client support. Amy's expertise serves diverse business needs through practical solutions.
Questions
What accounting services do you offer?
We provide audits, reviews, compilations, and customized financial reporting solutions for businesses and individuals.
Do you handle tax planning for high-net-worth individuals?
Yes, we specialize in tax strategies for wealth management including estate planning and trust administration.
What business consulting services are available?
Our consulting includes cash flow management, operational analysis, and strategic growth planning for small to mid-sized businesses.
Do you serve clients outside Rhode Island?
We file tax returns in all 50 states and serve businesses and individuals nationwide.
How do you approach client relationships?
We prioritize face-to-face meetings and long-term partnerships, focusing on understanding each client's unique financial situation.
