Who We Are!

We provide top of the line service that meet your small business or individual tax needs.

I operate a home office based practice and offer competitive pricing for the services I provide.

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OUR SERVICES

What We Provide

We provide advice & support related to the payment and reporting of taxes, & the completion of tax returns & other tax-related documents.

Insurance Tax

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Strategic Planning

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Finance Secure

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Tax Preparation

I am experienced in all facets of tax preparation, including filing individual, small business, partnerships & estate returns. Our comprehensive interview techniques & computerized return preparation process assure that your return is complete, correct and presented in a timely manner.

Financial Planning

With over 40 years of experience, I aide in the facilitation of assisting clients with reaching their short-term and long-term financial goals.

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Why Choose me

I Have Had A Successful Tax Practice For Over 40 Years.

Given that I have specific skill sets in the areas of Interstate taxation and complex tax situations, I have tax clients in 15 different states. I am able to answer a lot of the questions around moving during the year that make a normally simple return very complicated.
Much of the client interface that I conduct is done through either e-mail or zoom, but I am certainly available for local clients to meet with in person. And, unlike most accountants, I am able to offer tax planning advice to help you reduce your liabilities in future years, as well as to minimize taxes during retirement or college funding years.

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Expert Advisor

Examines & Analyzes financial records to efficiently prepare your return.

Tax Consulting

Efficiently serves his clientele with his extensive knowledge of any and all of their tax needs.
Financial Advisor & Financial Services Executive with over 30 years of industry experience.
5/5

Bruce Wilson

Darien, CT

I recently moved from California to Darien and was employed by a major insurance company located in New York. For three years, I continued to use my CPA in California to prepare my taxes. Then a friend recommended I meet with John for a free review.

TESTIMONIALS

We’d Love To Hear From You

Do you have questions? Have something you’d like to share? You are welcome to contact me using any of the methods below.

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OUR BLOG

Latest Blog & Articles

Read the latest news related to the most recent tax strategies and solutions.

Tax Planning Strategies: Tips, Steps, and Resources for Planning

Taxes are a necessity. Just as you wouldn’t want to overspend on other necessities like food and housing, you don’t want to spend any more than you have to in taxes.

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