We combine the experience of a large firm with the personal attention that only a small firm can provide. Our advisors and their experiences offer our clients the resources to meet all their financial and accounting needs whether simple or complex. We consider ourselves a small firm with a lot of power.

Our Principals

Joe, a Certified Valuation Analyst, bring nearly 20 years of experience in public accounting and valuation services, to closely-held companies of all sizes. He is a member of the American Institute of Certified Public Accountants, Connecticut Society of Certified Public Accountants and National Association of Certfied Valuation Analysts. He is the former chair of the Connecticut Society of Certified Public Accountants' Manufacturing Committee. Joe's areas of expertise include financial reporting, mergers and acquisitions, exit strategies and tax planning and compliance with individuals and business entities in the manufacturing, construction, wholesale and real estate industries.

Jackie has more than 20 years of tax experience, including tenure with the Hartford office of Coopers & Lybrand and as a senior tax manager for a local public accounting firm. She has also worked in private industry as an officer in the Tax Department for a major area insurance company. A Fellow of the Life Office Management Association, she has a Masters of Taxation from the University of Hartford and is a member of the American and Connecticut Societies of Certified Public Accountants. Her areas of expertise include individual, partnership, estate and trust taxation, and representing clients before the IRS and state agencies. She has worked extensively with closely held businesses.

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Our firm was established in September of 2000 by Joe and Jackie as a tax and accounting compliance practice. Over the years, the firm has evolved by providing many additional services customarily found in larger practices. This growth in advisory services enables us to provide our individual and business clients with all of the tools necessary for growth and effective decision making.

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• American Institute of Certified Public Accountants
• Connecticut Society of Certified Public Accountants
• National Association of Certified Valuation Analysts
• QuickBooks ProAdvisor Program Member

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