Business Details
30 Years
experience
Your Trusted Partner for Tax and Financial Solutions
Founded in 1996, our firm has dedicated over 25 years to transforming traditional accounting into strategic financial partnership. As a CPA with nearly three decades of experience, Dean Anatra established this practice to move beyond mere tax preparation toward comprehensive financial strategy. Our services have evolved to include investment advisory through fiduciary-certified professionals, working in conjunction with William Joseph Capital Management, Inc. We specialize in resolving complex tax liabilities while helping clients build wealth through personalized planning. Our team combines technical expertise with proactive client service, offering year-round support rather than seasonal compliance.With a focus on tax resolution, retirement planning, and business advisory, we maintain membership in the American Institute of Certified Public Accountants and Connecticut Society of CPAs. Our approach emphasizes transparency in IRS negotiations and tailored investment strategies that align with individual risk profiles. We serve both individuals and small businesses across Connecticut, prioritizing long-term financial success over transactional relationships. Our dual CPA and Investment Adviser Representative credentials enable holistic financial solutions that address both present obligations and future goals.
Services
Tax Preparation
Tax Resolution
Investment Advisory
Retirement Planning
Financial Consulting
Details
- Year established: 1996
Highlights and features
- 30 years of combined CPA and investment advisory experience
- Fiduciary-standard investment advisory services
- Proven success in IRS tax resolution cases
- Personalized financial strategies for unique client needs
- Collaboration with SEC-registered investment advisory firm
Associations and certifications
- CPA
- IAR
Services
Tax Preparation
We prepare individual and business tax returns with strategic planning to optimize financial outcomes. Our CPA-led team ensures compliance while identifying opportunities for tax savings. Services include year-round tax consulting to address evolving financial situations.
Tax Resolution
Specialized assistance with IRS notices, collection actions, and tax debt settlement. We negotiate installment agreements, offers in compromise, and penalty abatements. Our CPA expertise protects clients from levies, wage garnishments, and property liens through proactive resolution strategies.
Investment Advisory
Fiduciary-standard investment advice integrated with tax planning. Services include portfolio management, retirement strategy development, and comprehensive wealth planning. Collaborating with SEC-registered advisors to align investments with long-term financial goals while minimizing tax liabilities.
Retirement Planning
Custom retirement strategies combining tax-deferred savings vehicles with investment planning. We analyze risk tolerance, income needs, and tax implications to create sustainable retirement income streams while maximizing available tax benefits.
Financial Consulting
Ongoing financial guidance addressing tax implications of major life decisions. Services include budgeting strategies, business financial planning, and wealth-building frameworks that integrate tax optimization with investment growth opportunities.
People
Dean Anatra
Owner, CPA
With 28 years of accounting experience, Dean specializes in tax resolution and investment advisory. He founded the firm in 1996 after working at Connecticut CPA firms and as manufacturing controller. Holds CPA and IAR credentials.
Anthony Ferrucci
Senior Accountant
Senior accountant with 16 years of experience in small business taxation. Former PricewaterhouseCoopers auditor and H&R Block operator. Specializes in computerized accounting systems and comprehensive tax solutions for individuals and businesses.
Questions
What tax resolution services do you offer?
We handle IRS notices, collection defense, installment agreements, offers in compromise, and penalty abatement for individuals and businesses facing tax debt issues.
How does your investment advisory service work?
As fiduciary advisors, we create personalized investment strategies aligned with your financial goals. Services include retirement planning, portfolio management, and tax-efficient investment approaches through our SEC-registered partners.
What areas do you serve?
We primarily serve Connecticut residents and businesses, providing both in-person and virtual financial advisory services across the state.
How are you different from other accounting firms?
Our unique combination of CPA and Investment Adviser Representative credentials allows integrated tax and investment planning. We focus on proactive wealth building rather than seasonal compliance.
Can you help with business tax planning?
Yes, we provide comprehensive tax planning for small and closely held businesses, including entity selection, quarterly tax projections, and strategic expense management.
