Business Details
Your Trusted Accounting Partner in Providence, RI
At Gilligan & Bianco, we partner with clients to navigate a rapidly changing economic landscape, offering tailored accounting, tax, and consulting services. Our approach centers on active listening, personalized attention, and leveraging decades of combined experience to address unique financial challenges. We prioritize building long-term relationships, treating every client with care and commitment, whether they are individuals on fixed incomes or businesses with complex needs. Our team delivers practical, cost-effective solutions while maintaining a deep understanding of the human stories behind the numbers. We serve clients across Rhode Island, New England, and beyond, filing tax returns in nearly all 50 states.By dedicating time to understand our clients' goals, we provide customized strategies that align with their personal and business objectives. Our expertise spans audits, tax compliance, estate planning, and business consulting, supported by certifications such as CPA, PFS, and CGMA. We are committed to community engagement and continuous improvement, ensuring our clients receive the highest standard of service. Transparency, reliability, and ethical practices form the foundation of our operations, fostering trust and confidence in our advisory role. Through face-to-face interactions and a focus on client education, we empower businesses and individuals to achieve financial clarity and long-term success.
Services
Accounting Services
Tax Planning
Business Consulting
Wealth Management
Financial Statement Preparation
Estate Planning
Tax Compliance
Trust Management
Retirement Planning
Charitable Giving Options
Highlights and features
- We offer over 50 years of combined experience in accounting and tax advisory services.
- Our team includes certified professionals with CPA, PFS, and CGMA designations.
- We provide personalized service through direct partner engagement and face-to-face consultations.
- Our expertise spans complex tax planning, estate management, and business consulting.
- We serve clients nationwide with localized knowledge of Rhode Island and New England markets.
Associations and certifications
- American Institute of Certified Public Accountants
- Rhode Island Society of Certified Public Accountants
Services
Tax Planning & Compliance
We provide comprehensive tax planning and compliance solutions for individuals and businesses. Our team develops strategies to minimize tax liabilities while ensuring adherence to federal, state, and local regulations. By analyzing financial situations and future goals, we create customized plans that align with clients' long-term objectives. Services include preparation of complex tax returns, audit support, and advisory services for estate and trust taxation.
Financial Statement Preparation
Our financial statement services include audits, reviews, and compilations tailored to business needs. We ensure accurate reporting in accordance with accounting standards, providing stakeholders with reliable financial information. The process involves detailed analysis of records, internal controls assessment, and customized reporting formats. These services support decision-making, regulatory compliance, and securing financing for businesses of all sizes.
Business Consulting
We offer strategic business consulting to help companies improve operations and financial performance. Services include cash flow management, financing assistance, and operational analysis. Our consultants provide third-party perspectives on business challenges, developing actionable plans for growth and efficiency. We work closely with owners to implement solutions that address specific industry requirements and market conditions.
Wealth Management Strategies
Our wealth management services focus on long-term financial security through tax-efficient strategies. We assist with retirement planning, estate preservation, and investment optimization while coordinating with attorneys and financial advisors. The approach considers clients' values and life goals, ensuring comprehensive plans that adapt to changing circumstances and regulatory environments.
Estate Planning
We provide specialized estate planning services to protect and transfer wealth effectively. Our strategies address tax implications, trust management, and asset distribution while aligning with personal wishes. We collaborate with legal professionals to create cohesive plans that minimize estate taxes and ensure smooth succession for individuals and families.
People
Helen-Mary J. Gilligan
CPA/PFS, CGMA, MST
With 35+ years in public accounting, Helen specializes in estate planning and business consulting. A Providence College and Bryant University graduate, she serves on multiple professional associations and provides personalized solutions to complex financial challenges.
Jason D. Bianco
CPA, CGMA
Jason offers tax planning expertise and corporate advisory services. As a Bryant University graduate and former chamber of commerce leader, he focuses on strategic solutions for high-net-worth individuals and closely held businesses across diverse industries.
Lori J. Conaty
CPA/PFS, CGMA
Lori provides financial reporting and tax consulting for businesses in construction, retail, and professional services. She holds dual certifications and actively contributes to nonprofit organizations while delivering tailored advisory services to high-net-worth clients.
Tyler J. Corsi
CPA, MBA
Tyler specializes in tax services with expertise in individual and business taxation. A Providence College MBA graduate, he brings technical proficiency and analytical skills to support clients' compliance and planning needs.
Amy M. DiFusco
MSA
Amy contributes nine years of accounting experience, focusing on tax compliance and financial reporting. With a Master of Science in Accounting from the University of Rhode Island, she provides detailed analytical support for diverse client engagements.
Questions
What accounting services do you offer?
We provide audits, reviews, compilations, tax planning, compliance services, business consulting, and wealth management strategies tailored to individual and business needs.
How do you handle complex tax situations?
Our team develops customized tax strategies through detailed analysis of financial circumstances, ensuring compliance while optimizing tax efficiency for both individuals and businesses.
Do you work with out-of-state clients?
Yes, we serve clients nationwide, filing tax returns in nearly all 50 states while maintaining specialized knowledge of Rhode Island and New England regulations.
What sets your firm apart from others?
We combine decades of experience with personalized partner-level attention, delivering tailored solutions through face-to-face consultations and proactive financial planning.
How do you approach estate planning?
We create tax-efficient estate plans through coordinated strategies involving trusts, asset distribution, and succession planning while collaborating with legal and financial professionals.
