Business Details
Trusted Accounting and Tax Services in Wallingford, CT
We are a full-service accounting and financial services firm located in Wallingford, Connecticut, dedicated to providing comprehensive solutions for individuals and businesses. With over two decades of experience serving clients across diverse industries, we specialize in accounting, taxation, financial planning, and business consulting. Our team of certified professionals combines technical expertise with personalized service to help clients achieve their financial objectives. As members of the Connecticut Society of Certified Public Accountants and the American Institute of CPAs, we maintain access to industry-leading resources and training.We prioritize understanding each client's unique needs, offering tailored strategies for tax optimization, estate planning, business growth, and IRS representation. Our commitment to excellence extends beyond technical proficiency, focusing on building long-term relationships grounded in trust and transparency. By staying attuned to evolving financial landscapes, we empower clients to navigate challenges confidently while securing their financial futures.
Services
Tax Preparation
Business Accounting
Estate Planning
Financial Planning
IRS Representation
College Planning
Debt Resolution
Succession Planning
Internal Controls
Highlights and features
- We offer over 20 years of experience in accounting and financial services.
- Our team provides personalized solutions tailored to your unique needs.
- We specialize in resolving complex IRS and tax-related challenges.
- Our professionals maintain active memberships in leading industry associations.
- We combine technical expertise with a client-centric approach to service.
What people say
Outstanding services
Approachable team
Resolved tax issues
Peace of mind
Highly recommend
Services
Tax Preparation
Our tax preparation service ensures accurate and timely filing of individual and business tax returns. We optimize deductions and credits while maintaining compliance with federal and state regulations. Clients benefit from our expertise in minimizing tax liabilities and avoiding common filing errors.
IRS Representation
We provide professional IRS representation for clients facing tax disputes or debt issues. Our team negotiates payment plans, offers in compromise, and penalty abatements while handling all communications with tax authorities. This service alleviates client stress through expert problem resolution.
Estate Planning
Our estate planning service creates customized strategies for asset protection and wealth transfer. We develop wills, trusts, and legacy plans that align with clients' long-term objectives while minimizing tax implications. This ensures clients' financial wishes are executed effectively.
Business Consulting
We offer strategic business consulting for growth and operational efficiency. Services include cash flow management, succession planning, and internal control implementation. Clients receive actionable insights to enhance profitability and long-term sustainability for businesses of all sizes.
Financial Planning
Our financial planning service develops comprehensive strategies for personal financial goals. We address retirement planning, college funding, and debt management through tailored roadmaps. Clients gain clarity and confidence in achieving both short-term and long-term financial objectives.
People
Susan Green
President
As President, Susan Green leads ABAPC with over 20 years of accounting experience. She focuses on client relationships and firm strategy while maintaining active involvement in tax and financial planning services.
Michael D. Green
CPA
Michael Green, a certified public accountant, specializes in tax problem resolution and financial planning. With expertise in IRS negotiations and business consulting, he helps clients achieve financial stability through personalized solutions.
Robert Bryan
CPA
Robert Bryan provides accounting and tax services with a focus on small business clients. His experience includes financial statement preparation and tax compliance strategies for diverse industries.
Martin Adamo
CPA
Martin Adamo delivers accounting and tax advisory services, emphasizing client education and proactive financial management. He works closely with individuals and businesses to optimize their financial outcomes.
Kevin Gutierrez-Tapia
Accountant
Kevin Gutierrez-Tapia supports clients with accounting and tax preparation needs. He assists in implementing financial strategies while ensuring compliance with evolving tax regulations and reporting standards.
Questions
What accounting services do you offer for small businesses?
We provide business accounting, cash flow management, internal controls, and succession planning tailored to small business needs.
Can you help with IRS tax debt issues?
Yes, we specialize in IRS representation, including payment plans, offers in compromise, and penalty abatement solutions.
Do you serve clients outside Wallingford, CT?
We serve clients throughout Connecticut, including Branford, Milford, New Haven, and Seymour areas.
What financial planning services are available?
We offer retirement planning, college funding strategies, estate planning, and comprehensive personal financial roadmaps.
Are your services available for individuals?
Yes, we provide tax preparation, debt resolution, and financial planning services for individual clients.
Reviews (5)
Karen Sanchez
May 25, 2022
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Very bad experience. He doesn't care about small businesses. You will provide all the documents for him receipts and bill etc. and he didn't follow what I gave him. Don't waste your time if you are a small business.
Cheryl Hopkins
Apr 27, 2022
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We just met Mike and Susan for the first time last night. They are just the best. Mike is very nice, Susan is very sweet, and both are very knowledgeable. My husband and I were blown away with how much we learned in the short hour and 15 minutes we spent with Mike. Here we thought the previous CPA's we used had our best interest until we met Mike. He is a guy that has been through it all and when I say all, I do mean all, and genuinely wants to help others get ahead. As long as you are willing to put the work in, Mike and his team are there to work with you. Thanks to Mike and his team for opening our eyes to a bright future.
Dathang Tsomo
Mar 23, 2022
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I had a great experience working with Mike and Susan. They are both honest and personable and make you feel comfortable. You can trust them and their abilities as top notch accountants. It's easy to see that they have the best interests of their clients in mind by the way they explain everything with great patience and understanding. You can always be assured of good returns. Thank you! Thang
Laura Moncada
Mar 09, 2022
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Our experience with Mike and Susan was terrific. They both took their time to help us with taxes for our new business and gave us lots of information. Mike noticed a problem I had with my w2 that our old accountant never noticed. Susan was amazing to talk to while I was in the process of gathering all the information they needed. She would respond to all of my emails in a timely matter. I was shocked to see how much they helped us with our taxes; we went in a scared and left the office relief. We have already made another appointment to work with them for other financial services.
Audrey Novak
Jan 12, 2022
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It's easy to find a lot of information about how to save for retirement, but much more difficult to understand how best to start using those funds once you stop working. With Everett's advice about tax, legacy, IRA conversion and annuity implications I feel I'm in control of my retirement.
