Business Details
Trusted Tax & Accounting Solutions for Small Businesses
John A. Culhane, CPA is a trusted accounting and tax planning firm dedicated to empowering small business owners and high-net-worth individuals. With decades of combined experience, we specialize in crafting customized financial strategies that minimize tax liabilities while maximizing profitability. Our team of certified professionals delivers comprehensive services including tax planning, bookkeeping, payroll management, and estate planning. We prioritize proactive financial guidance, ensuring clients maintain compliance and capitalize on opportunities throughout the year. Our flat-fee pricing model provides transparency, while our localized expertise serves businesses across Monroe, CT, and surrounding areas.By integrating advanced tax reduction techniques with personalized support, we position ourselves as strategic partners in our clients' long-term financial success. Our commitment to continuous education ensures alignment with evolving tax codes, and our collaborative approach often complements existing accounting relationships. Through meticulous attention to detail and a focus on after-tax cash flow optimization, we help clients achieve both immediate savings and sustainable growth.
Services
Tax Planning Strategy
Small Business Accounting
Payroll Services
QuickBooks Integration
Estate Planning
Highlights and features
- We offer 30+ years of combined CPA experience in tax optimization
- Our flat-fee pricing model ensures complete cost transparency
- Specialized in multi-state tax planning and business succession strategies
- We implement proven tax reduction techniques with IRS-compliant methodologies
- Local Monroe, CT expertise serving surrounding Fairfield County businesses
Associations and certifications
- CPA Certified Public Accountant
- PFS Personal Financial Specialist
What people say
Significant tax savings
Proactive planning approach
Personalized attention
Expertise in QuickBooks
Reliable compliance support
Services
Tax Planning Strategy
Our proactive tax planning strategies help businesses and individuals minimize liabilities through year-round financial management. We analyze income streams, deductions, and investment portfolios to implement IRS-compliant techniques that maximize after-tax income. Clients benefit from customized plans that adapt to changing legislation and personal circumstances.
Small Business Accounting
Comprehensive accounting solutions streamline financial operations for small businesses. Our services include financial statement preparation, cash flow monitoring, and budgeting support. We integrate cloud-based QuickBooks systems to provide real-time financial insights while ensuring accurate record-keeping for tax compliance and strategic decision-making.
Payroll Services
Outsourced payroll services handle all aspects of employee compensation processing. We manage tax filings, W-2 preparation, and direct deposits while maintaining compliance with federal and state regulations. Our customized reporting options help businesses track labor costs and maintain accurate payroll records.
Estate Planning
Tailored estate plans protect assets and ensure smooth wealth transfer to beneficiaries. We develop trust structures, charitable gifting strategies, and business succession plans that align with clients' financial goals. Our approach minimizes estate taxes while addressing unique family and business considerations.
QuickBooks Integration
QuickBooks Online integration provides modern accounting solutions for small businesses. Our certified ProAdvisors implement cloud-based systems for real-time financial tracking, automated reporting, and seamless collaboration. This technology-driven approach improves accuracy while reducing administrative burdens for business owners.
People
John A. Culhane
CPA, PFS
Certified Public Accountant with 20+ years of experience in tax strategy and financial planning. Holds MBA in Taxation from St. John's University. Licensed in Connecticut and New York with expertise in multi-state tax compliance.
Brent Eugenides
CFP
Certified Financial Planner with 32 years in financial services. Graduated from University of South Carolina with B.S. in Finance. Serves as Treasurer for Thames River Heritage Park Foundation.
Terri Culhane
Financial Consultant
Former Connecticut-certified teacher with 5 years of client service experience. Holds degrees in English and Elementary Education from Sacred Heart University. Specializes in administrative consulting.
Cayenne Spremullo
Bookkeeping Specialist
QuickBooks Online Certified ProAdvisor since 2020. Handles small business accounting and special projects. Former municipal tax collector with CCMC certification. Earned bachelor's degree in social work from Post University.
Chris Schermann
Office Manager
Office manager with 30+ years in financial services. Former Executive Assistant at JP Morgan. Manages client communications and operational workflows while offering portrait photography services.
Questions
What differentiates your tax planning services from traditional accountants?
We specialize in proactive tax strategy development rather than just compliance. Our focus on year-round planning identifies savings opportunities that traditional tax preparation services often miss.
Do you work with existing accounting teams?
Yes, we collaborate with current accountants to enhance tax strategies without replacing existing relationships. Our services complement traditional accounting functions.
What accounting software platforms do you support?
We specialize in QuickBooks Online integration but support multiple platforms. Our team provides training and implementation assistance for cloud-based accounting systems.
How are your accounting packages priced?
We use transparent flat-fee pricing based on service scope. Packages start with core accounting functions and can be customized with additional financial services.
What estate planning services do you offer?
We provide trust creation, business succession planning, and charitable gifting strategies. Our plans focus on minimizing estate taxes while aligning with personal wealth transfer goals.
Can you handle payroll for multi-state businesses?
Yes, our payroll services include multi-state tax compliance. We manage filings and tax payments across different jurisdictions while maintaining federal compliance.
