All the financial expertise and advice you’ll ever need,
from one group of independent, knowledgeable people.

Tax Preparation and Filing

We are a year round tax office with over 35 years of tax experience and over 70 years of financial services experience combined into one office. Our main focus is to prepare your return according to IRS Code.

Our experience allows us the confidence to give thorough tax advice to all our clients. If you are starting a new business, you should talk to us first. We not only can open a company for you, we will strategize to determine which is the correct fit for your needs. You might know that there are several structures available. Some common forms are Limited Liability Companies, C Corporations, S Corporations, Partnerships, Sole-Proprietorships, Limited Partnerships, Personal Service Corporations, Personal Holding Companies, and Trusts. Which is best for you depends on your facts and circumstances. Small businesses in CT are required to file Sales and Use Tax electronically and in most cases by the 20th day following the close of the quarter for quarterly filers.

With so many new credits expiring, It might be the last year to take advantage of them if they are renewed this year. With increasing Budget Gaps and increasing taxes on the Federal, State, and Local level, it is more important than ever to consider taxes in any financial decision. We can sit down with a client and discuss financial cash flow, savings money on insurance or providing basic coverage, college planning, savings and investing, business planning, tax saving strategies, and estate planning and taxes, lump sum payout recommendations from settlements.

Very few firms can provide all these services under one roof and having your best interests professionally proposed and actually implemented by the same people. Financial Strategies offers complementary consultation to new clients for not only tax but all financial matters. We are a local small firm with low overhead but can provide the quality and services you would expect of an exclusive firm but can pass the savings on to you. In most cases, we can match or beat what you are currently paying for tax preparation, insurance, and financial services.


Financial Strategies believes that keeping as much money as you earn is a key aspect of wealth-building.

 

We advise individuals and business owners on matters related to tax preparation, filing, S corp and C corp partnerships, Internal Revenue Service issue resolution, estate planning, estate and probate financial filings, and more.

 

Financial Strategies tax specialists have years of experience, are completely credentialed, and hold advanced degrees in taxation. They also complete continuing education requirements to stay up to date with the newest IRS regulations and tax code changes.

 

We reduce the chances of audits by consulting with our clients and providing a thorough understanding of limits and exclusions. In the event of an audit, we provide professional assistance throughout the process with the IRS.

 

Many of our clients retain Financial Strategies for our full-year tax planning advice and problem resolution services. The result is unnecessary taxes and losses, and full integration with investments and insurance.

 

Contact Financial Strategies today at (203) 798-9873 for more information about tax preparation and filing services.

Ron Brault, CFA
Chief Executive Officer

Ed Tomasko, CFP, MBA
Chief Financial Officer

Steven Brill, RPLU
Registered Professional Liability Underwriter

203.798.9873 Phone     203.791.9800 Fax     8 School Street or P.O. Box 246, Bethel CT 06801     Copyright 2016. All rights reserved.