Business Details
50+ Years
experience
Trusted Certified Public Accountants in Stamford, CT
Founded in 1944, our firm has built a legacy of excellence in accounting and business advisory services. We assign a dedicated partner to every client, supported by experienced professionals who understand your unique financial needs. Our approach emphasizes proactive planning, ongoing client relationships, and staying ahead of legislative and economic changes to maximize opportunities. With over 75 years of combined expertise, we serve both businesses and individuals, offering tailored solutions for tax planning, financial reporting, estate management, and strategic growth.Our team maintains deep familiarity with each client's history, ensuring timely, informed guidance that aligns with evolving objectives. As active community contributors, we share our expertise through civic engagement and educational initiatives, reinforcing our commitment to both professional and local impact.
Services
Tax Preparation
Financial Planning
Estate Planning
Business Advisory
Accounting Services
Details
- Year established: 1944
Highlights and features
- We offer 75+ years of combined accounting and business advisory experience.
- Our dedicated partner-led approach ensures personalized client service.
- We provide comprehensive solutions for complex domestic and international tax matters.
- Our proactive planning anticipates legislative and economic changes affecting clients.
- We maintain active community involvement through educational and civic initiatives.
Services
Tax Preparation
Our firm provides comprehensive tax preparation for individuals and businesses, covering income tax, multi-state entity taxation, corporate, partnership, estate, and trust matters. With decades of experience handling complex tax issues, we ensure compliance while optimizing tax-saving opportunities. Our proactive approach combines technical expertise with strategic planning to address both current obligations and future financial goals.
Financial Planning
We offer tailored financial planning services to help clients achieve long-term objectives through strategic investment, retirement, and estate planning. Our advisors analyze cash flow, risk management, and wealth preservation strategies to create customized roadmaps. By integrating tax-efficient solutions and ongoing portfolio reviews, we help clients navigate changing financial landscapes with confidence and clarity.
Estate Planning
Our estate planning services focus on minimizing tax liabilities and ensuring smooth asset transitions through trusts, wills, and gifting strategies. We collaborate with legal counsel to structure estates that align with clients' wishes while reducing administrative burdens for heirs. From basic estate tax planning to complex multi-generational wealth transfer, our approach prioritizes legal compliance and family harmony.
Business Advisory
We provide strategic advisory services to help businesses navigate growth, financing, and succession planning. Our expertise includes merger and acquisition guidance, capital procurement, and operational restructuring. By leveraging relationships with lenders and legal professionals, we deliver actionable insights that enhance profitability and long-term sustainability for companies across diverse industries.
Accounting Services
Our accounting services encompass financial statement preparation, reviews, and compilation with adherence to current accounting standards. We assist clients with GAAP compliance, transaction recording, and disclosure requirements. Whether supporting small businesses or complex entities, our team ensures accurate, transparent financial reporting that meets regulatory expectations and informs strategic decision-making.
People
Dahl F. Bowser
CPA
Experienced certified public accountant specializing in tax strategy and compliance for high-net-worth individuals and corporations.
Richard J. Della Corte
CPA
Seasoned accountant with expertise in business advisory services and financial statement analysis for mid-sized enterprises.
Linda P. Modugno
CPA
Dedicated tax professional focusing on estate planning and multi-generational wealth transfer strategies for families.
Scott Ratcliff
CPA
Business advisory specialist with extensive experience in corporate finance and strategic growth planning for commercial clients.
Preston Merritt
CPA
Tax compliance expert managing complex international tax matters and cross-border financial planning solutions.
Questions
What accounting services do you offer for businesses?
We provide financial statement preparation, tax compliance, business advisory, merger/acquisition guidance, and strategic growth planning tailored to your industry needs.
Do you handle both individual and corporate tax planning?
Yes, we specialize in comprehensive tax services for individuals, estates, trusts, partnerships, and corporations across domestic and international jurisdictions.
How does your firm approach financial planning?
We create customized plans integrating tax optimization, retirement strategies, and estate management to align with your specific financial goals.
What experience do you have with estate planning?
Our CPAs collaborate with legal professionals to develop tax-efficient estate structures, including trusts and gifting strategies, for multi-generational wealth transfer.
Are your services available for small businesses?
Yes, we support businesses of all sizes with tailored accounting, payroll processing, and strategic advisory services to promote sustainable growth.
