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Your Tax Professional
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.
- Learn from customer feedback
- Professional Team
- Creates more after tax income
- Clients spread over 12 states
- Mult-faceted tax experienced professional

I have been a CPA for 42 years, serving the tax preparation & planning need of my clients. All future growth of my practice will be focused on capitalizing on my skills in advising individual and small business clients who are going through life changing events.
Relocation, especially interstate issues, Divorce, Death of a loved one, A new business venture or transfer, especially home based business, Developing strategies for college/private school expenses.
As a result of my focus in the relocation sector, my clients are spread over 12 states and growing.

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.
We Offer Popular Plans for Indirect Tax
We Offer Tax Problem Resolution for all of your individual and small business needs.

About Me
I am a practicing CPA and Financial Advisor with over 30 years of industry experience. I am licensed to offer products and services in CT and provide services to clients in and around the Tri-State areas.

About Me
I am a practicing CPA and Financial Advisor with over 30 years of industry experience. I am licensed to offer products and services in CT and provide services to clients in and around the Tri-State areas.

David Morgan
Tax Advisor

Eric West
Senior Tax Advisor

Elissa
Financial Consultant
