Business Details
30 Years
experience
Your Trusted Partner for Tax & Investment Advisory Solutions
Founded in 1996, our firm has dedicated over 25 years to transforming traditional accounting into strategic financial partnership. As a CPA with nearly three decades of experience, Dean Anatra combines deep tax expertise with investment advisory services to address both current financial challenges and long-term wealth-building goals. Our team delivers personalized solutions through a fiduciary lens, maintaining the highest legal and regulatory standards while prioritizing client education and proactive planning.We specialize in resolving complex tax liabilities while offering comprehensive investment advisory services through our partnership with William Joseph Capital Management, Inc. Our Connecticut-based practice serves individuals and small businesses with tailored accounting systems expertise and year-round financial guidance, ensuring clients receive both technical precision and strategic vision.
Services
Tax Preparation
Tax Resolution
Investment Advisory
Retirement Planning
Financial Strategy
Details
- Year established: 1996
Highlights and features
- 30 years of combined accounting and tax experience
- Fiduciary-standard investment advisory services
- Proven success in tax resolution cases
- Year-round financial guidance beyond tax season
- Collaboration with trusted investment advisory firm
Associations and certifications
- CPA License
- American Institute of Certified Public Accountants
- Connecticut Society of Certified Public Accountants
Services
Tax Resolution
We specialize in resolving IRS tax liabilities through strategic representation and negotiation. Our CPA-led team helps clients address collection notices, establish installment agreements, and pursue offers in compromise while minimizing financial impact. With proven success in penalty removal and liability challenges, we provide proactive solutions to prevent levies, wage garnishments, and property liens through timely IRS communication and resolution strategies.
Investment Advisory
As a fiduciary investment adviser representative, we provide personalized investment strategies aligned with your financial goals. Our services include retirement planning, risk assessment, and comprehensive wealth management through partnership with SEC-registered William Joseph Capital Management, Inc. We focus on tax-efficient investment approaches that integrate seamlessly with your overall financial picture while maintaining strict adherence to legal and regulatory standards.
Tax Preparation
We handle complex individual and business tax returns with expert precision. Our services cover small and closely held businesses, offering year-round support for tax planning and strategy. We help clients navigate changing tax laws, optimize deductions, and implement proactive measures to reduce future liabilities while ensuring complete compliance with current regulations through meticulous preparation and documentation.
People
Dean Anatra
Owner
CPA with nearly 30 years of experience, founder of the firm in 1996, and Investment Adviser Representative since 2016. Specializes in tax resolution and strategic financial planning.
Anthony Ferrucci
Senior Accountant
Senior accountant since 2008 with expertise in small business taxation and computerized accounting systems. Former PricewaterhouseCoopers auditor and H&R Block office operator.
Questions
What tax resolution services do you offer?
We provide IRS representation, installment agreements, offers in compromise, penalty removal, and tax liability challenges to resolve outstanding tax debts.
How does your investment advisory service work?
As fiduciary IARs, we create personalized investment strategies aligned with your goals, risk tolerance, and tax situation through partnership with William Joseph Capital Management.
Do you handle business tax returns?
Yes, we prepare and file tax returns for small and closely held businesses with expert attention to industry-specific deductions and compliance requirements.
Are services available year-round?
Yes, we provide ongoing tax planning, financial strategy consultations, and investment advisory services throughout the year, not just during tax season.
