Business Details
50+ Years
experience
Your Trusted Accounting and Advisory Partner in Vernon, CT
Founded in 1955, our firm has evolved from a local accounting practice into a trusted provider of comprehensive accounting, tax, and advisory services. With a team of 17 professionals, including Certified Public Accountants and specialists with designations like Certified Valuation Analyst, we serve businesses and individuals across Connecticut, Massachusetts, and nationwide. Our hands-on approach combines strategic planning with technical expertise to address complex financial challenges, from audits and tax compliance to business valuations and forensic accounting.We prioritize proactive problem-solving, leveraging decades of industry experience to deliver tailored solutions that align with clients' short- and long-term goals. Our commitment to continuous education and technological advancement ensures we meet evolving regulatory standards while maintaining a client-centric focus on transparency, reliability, and measurable outcomes.
Services
Accounting & Auditing
Business Advisory
Tax Services
Business Valuation
Forensic Accounting
Litigation Support
Financial Planning
Estate Planning
Payroll Compliance
Corporate Tax Planning
Details
- Year established: 1955
Highlights and features
- We have over 60 years of experience providing accounting services.
- Our team includes Certified Public Accountants and Certified Valuation Analysts.
- We offer personalized accounting and advisory services tailored to each client's needs.
- We serve clients in Connecticut, Massachusetts, and nationwide.
- We combine strategic planning with hands-on expertise to deliver results.
Services
Accounting & Auditing Services
Our accounting and auditing services focus on identifying opportunities and resolving potential issues through strategic financial reporting. We conduct audits, reviews, and compilations while evaluating internal controls to ensure compliance with regulatory standards. Our team works closely with clients to enhance financial transparency and operational efficiency, serving industries like healthcare, construction, and nonprofit organizations.
Business Valuation
We provide certified business valuations for mergers, acquisitions, and legal matters. Our CPAs and Certified Valuation Analysts use industry-specific methodologies to determine fair market value, supporting clients in strategic decision-making, estate planning, and litigation. This service helps businesses understand their worth and plan for future growth or transitions.
Forensic Accounting
Our forensic accounting services investigate financial discrepancies, fraud, and asset misappropriation. We assist in legal cases by quantifying damages, reconstructing records, and providing expert testimony. Clients rely on our expertise to resolve disputes, improve internal controls, and prevent future financial risks through detailed analysis and reporting.
Tax Services
We offer comprehensive tax planning and compliance services for businesses and individuals. Our strategies minimize tax liabilities while ensuring adherence to federal, state, and international regulations. Services include tax return preparation, audit representation, and advisory on estate, trust, and corporate tax matters to optimize financial outcomes.
Business Advisory Services
Our advisory services focus on improving profitability, cash flow, and operational efficiency. We assist with strategic planning, budgeting, risk management, and succession planning. By combining accounting expertise with industry insights, we help businesses develop actionable plans to achieve long-term financial goals and navigate complex challenges.
People
Steven R. Leibowitz
CPA
Steven R. Leibowitz brings decades of accounting expertise to our firm, specializing in audit and compliance services for diverse industries.
Michael R. Blezard
CPA/ABV, CVA
Michael R. Blezard leads our business valuation and forensic accounting services, leveraging his Certified Valuation Analyst designation to deliver precise financial insights.
Michael J. Welch
CPA, ABV/PFS, J.D., LL.M.
Michael J. Welch combines legal and tax expertise to advise clients on complex financial planning, estate matters, and regulatory compliance.
Jeremy S. Brayer
CPA
Jeremy S. Brayer specializes in tax advisory and compliance, helping businesses and individuals navigate evolving tax regulations effectively.
Questions
What accounting services do you offer?
We provide audits, reviews, compilations, internal controls, and compliance services for businesses across industries.
Do you specialize in tax planning for businesses or individuals?
We offer strategic tax planning for both businesses and individuals, including estate, trust, and international tax matters.
Can you assist with business valuations?
Yes, our Certified Valuation Analysts perform valuations for mergers, buy/sell agreements, and litigation support.
What industries do you serve?
We work with construction, healthcare, legal, manufacturing, nonprofits, real estate, and retail sectors.
Do you provide forensic accounting services?
Yes, we investigate fraud, quantify damages, and provide expert testimony for litigation cases.
Are you available for consultations?
We offer free consultations to discuss your accounting, tax, or advisory needs.
