Business Details
We have been providing financial services for over 30 years, serving individuals and businesses in Shelburne, Vermont and surrounding areas. Our team offers comprehensive tax planning and compliance for both personal and business clients. We provide accurate monthly bookkeeping that improves financial health and reduces audit risk. Our certified bookkeepers set up and maintain systems that give you login access to monitor profit while we handle the rest. As your outsourced CFO, we track and pay invoices, manage payroll, reconcile bank statements, and prepare budgets and financial projections. We also pick up your mail and provide monthly financial statements to keep you informed.
Our professionals assist with executor and trustee responsibilities, ensuring estate and trust tasks are handled correctly. We help clients plan for retirement, college funding, and other future financial goals through personalized financial planning. Our commitment to quality service is reflected in our reasonable pricing and dependable, professional support. We maintain full transparency and open communication, inviting clients to schedule appointments online or by phone. Leveraging decades of expertise, we strive to put more hours in your day so you can focus on what matters most.
Our professionals assist with executor and trustee responsibilities, ensuring estate and trust tasks are handled correctly. We help clients plan for retirement, college funding, and other future financial goals through personalized financial planning. Our commitment to quality service is reflected in our reasonable pricing and dependable, professional support. We maintain full transparency and open communication, inviting clients to schedule appointments online or by phone. Leveraging decades of expertise, we strive to put more hours in your day so you can focus on what matters most.
Highlights and features
- We have over 30 years of proven financial service experience.
- Our certified bookkeepers improve financial health and minimize audit risk.
- We provide CFO support with invoice tracking, payroll, and budgets.
- Our tax experts cut liability using a personalized tax organizer.
- We ensure transparency via online scheduling and fair pricing.
Services
Tax Services
Our tax services cover both business and individual returns, including federal and state tax planning, compliance, and strategy. We identify applicable credits and incentives to reduce your liability to the fullest extent allowable. Clients receive a personalized tax organizer and ongoing advice to lower future taxes and meet financial goals.
Bookkeeping Services
Our certified bookkeepers establish and maintain a clear, accurate bookkeeping system for your business. You gain secure login access to monitor profit while we handle all recording and reporting tasks. This service saves time, reduces costs, improves financial health, and lowers audit and financial risk.
CFO Services
Our CFO service acts as a strategic financial partner, handling invoice tracking, payroll, and bank statement reconciliation. We deliver monthly financial statements, compare performance to industry standards, and assist with budgeting and financial projections. Clients also receive mail pickup and decisionmaking support without us signing checks or making employment changes.
Executor/Trustee Services
We help you choose a suitable executor or trustee for your estate or trust, addressing uncertainty about fiduciary appointments. Our team manages all required estate and trust tasks, including administration and compliance, when the time arrives. Clients receive reliable, professional support to ensure proper fulfillment of fiduciary responsibilities.
Financial Planning
Our financial planning services cover retirement, college funding, and comprehensive personal or business goals. We evaluate your current situation, project future needs, and create actionable strategies to achieve those objectives. Clients benefit from clear roadmaps and ongoing guidance to secure their financial future.
Reviews (1)
Patricia Jewett
Nov 08, 2021
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Always grateful for the knowledge, expertise, wise counseling over financial matters, and excellent service that I receive from David Angelano, and Angelano & Company.
