Business Details
Trusted Accounting and Financial Advisory Services in Glastonbury, CT
At SRC, Certified Public Accountants, we have dedicated ourselves to providing comprehensive financial advisory services for over five decades. Our team of certified professionals brings deep expertise in tax strategy, audit assurance, and specialized consulting, serving individuals and businesses with precision and integrity. We prioritize timely service and high-quality work, offering tailored solutions in areas such as estate planning, construction accounting, and digital media tax credits. Our commitment to continuous education ensures clients receive up-to-date guidance on evolving tax laws and industry standards.Through personalized seminars, quarterly tax updates, and hands-on QuickBooks support, we empower clients to make informed financial decisions. As leaders in Connecticuts accounting landscape, we combine local roots with national recognition for excellence in complex audits and advisory services. Our partnerships with organizations like the AICPA and National Association of Construction Auditors underscore our dedication to professional excellence. By focusing on long-term client relationships, we aim to transform financial challenges into opportunities for growth and stability.
Services
Tax Return Preparation
Assurance Services
Management Consulting
Employee Benefit Plans Audits
Estate Tax Planning
Construction Contractors Accounting
Tax Representation
Financial Statement Preparation
QuickBooks Support
Digital Media Tax Credit Audits
Highlights and features
- We offer over 50 years of comprehensive accounting experience.
- Our team includes certified CPAs, CCAs, and PFS specialists.
- Specialized expertise in construction industry accounting and audits.
- Personalized financial planning and proactive tax strategies.
- Recognized leaders in Connecticuts digital media tax credit audits.
Associations and certifications
- AICPA Employee Benefit Plan Audit Quality Center
- National Association of Construction Auditors
Services
Tax Return Preparation
We provide comprehensive tax planning, compliance, and representation services for individuals and businesses. Our expertise includes minimizing tax liabilities, handling audits with IRS/state agencies, and advising on complex scenarios like business sales or estate taxes. Clients benefit from proactive strategies tailored to their unique financial situations.
Assurance Services
Our assurance services encompass audits, reviews, and compilations to meet varying regulatory and stakeholder requirements. We verify financial accuracy, assess internal controls, and deliver reports that instill confidence for stockholders, creditors, or investors seeking reliable financial documentation and compliance validation.
Management Consulting
We offer strategic consulting, including quarterly tax updates, seminars, and QuickBooks support to enhance business decision-making. Our services help clients implement efficient accounting systems, navigate tax law changes, and leverage technology for improved financial management and operational efficiency.
Employee Benefit Plans Audits
Specializing in ERISA-compliant audits, we assist businesses with Form 5500 filings and fiduciary responsibilities. Our team ensures compliance with Department of Labor regulations, providing thorough reviews of benefit plans to mitigate risks and maintain regulatory adherence for organizations of all sizes.
Construction Contractors Accounting
We deliver tailored financial solutions for construction firms, including job costing systems, contract schedule preparation, and multi-state tax apportionment. Our certified construction auditors support cost certifications, claim assistance, and bonding agent relationships to optimize financial performance in the construction sector.
People
James J. Bascetta
CPA, CCA
With decades of public accounting experience, James specializes in audit assurance and construction industry financials. He provides strategic oversight for SRCs assurance services, ensuring compliance and accuracy in complex engagements.
Bruce S. Filingeri
CPA, MST, PFS
Bruce focuses on tax planning and estate strategies, leveraging his expertise as a Personal Financial Specialist. He advises clients on minimizing tax liabilities and optimizing long-term financial goals through personalized solutions.
Mark A. Osora
CPA, CCA
Mark leads SRCs digital media tax credit audits and construction niche services. With 22 years of experience, he specializes in ERISA audits and complex tax credit compliance for Hollywood studios and local contractors.
Mary-Jean K. Parnell
CPA, CCA
Mary-Jean delivers audit and consulting services with a focus on construction and employee benefit plans. Her expertise ensures clients meet regulatory standards while achieving financial efficiency and compliance.
John A. Patoka
CPA, MSA, PFS
John provides tax and financial planning expertise, combining his PFS certification with extensive consulting experience. He guides clients through complex tax scenarios and retirement planning to secure their financial futures.
Questions
What services does SRC offer?
We provide tax preparation, audits, financial consulting, employee benefit plan audits, estate planning, construction accounting, and digital media tax credit audits.
How does the Connecticut film tax credit process work?
SRC performs audits to verify compliance with Connecticut’s 30% tax credit program for digital media productions, ensuring accurate claims for Hollywood studios and local filmmakers.
Do you offer QuickBooks support for businesses?
Yes, we provide setup, troubleshooting, and training to help businesses use QuickBooks efficiently for day-to-day operations and year-end financial reporting.
What areas do you serve?
We primarily serve Connecticut but also work with clients in Massachusetts, Pennsylvania, and Maryland across various industries.
How can I start estate tax planning?
Contact our tax partner Bruce Filingeri to assess your estate plan, address gaps, and develop strategies to minimize taxes and ensure smooth asset transfer.
Reviews (1)
Federico Rs
Feb 07, 2021
Report
Extremely friendly and professional. They gave me the best assistance even though I only needed to buy a cable to charge my phone. Professionalism is noticed in the small, not big things
