Business Details
Expert Accounting Services in New Milford, CT
Malkin Mark A CPA is a full-service accounting firm licensed in Connecticut, dedicated to providing high-quality technical expertise combined with personalized attention to help clients achieve their financial goals. With over 40 years of experience serving western Connecticut, we specialize in tax planning, compliance, and preparation services for individuals, businesses, and non-profit organizations. Our team of certified professionals stays current with regulatory developments and leverages the latest technology to ensure accurate, efficient solutions.We prioritize professionalism, responsiveness, and quality, fostering long-term client relationships through transparency and reliability. Our commitment to excellence has driven growth through client referrals, and we continue to serve existing clients while welcoming new opportunities to share our expertise.
Services
Tax Preparation
Tax Planning
Tax Problems
Personal Financial Planning
Estate Planning
Small Business Accounting
QuickBooks Services
Cash Flow Management
Strategic Business Planning
Non-Profit Organizations
Highlights and features
- We offer over 40 years of experience in accounting and tax services.
- Our team provides personalized attention to every client's unique needs.
- We stay current with evolving tax regulations and technological advancements.
- Our client-centric approach prioritizes transparency and long-term partnerships.
- We deliver tailored strategies to minimize tax liabilities and maximize savings.
Services
Tax Preparation
We specialize in federal, state, and local tax return preparation for individuals, businesses, and trusts. Our team ensures compliance with current regulations while identifying deductions and credits to minimize liabilities. Services include income tax, payroll tax, and estate tax filings.
Tax Planning
Our proactive tax planning services help clients legally reduce liabilities through year-round strategies. We analyze financial situations, recommend savings opportunities, and provide guidance on complex tax code changes to optimize after-tax income.
Small Business Accounting
We offer comprehensive accounting solutions for small businesses, including bank reconciliations, income statements, balance sheets, and general ledger adjustments. Our services provide reliable financial tools for informed decision-making and regulatory compliance.
QuickBooks Services
Our QuickBooks expertise includes setup, training, and data reviews to streamline financial management. We help businesses optimize software features for inventory tracking, payroll processing, and tax preparation efficiency.
Personal Financial Planning
We assist individuals in protecting assets and optimizing financial futures through customized planning strategies. Services include estate planning, elder care guidance, and investment management tailored to personal goals.
People
Mark A. Malkin
Partner
Certified Public Accountant since 1983 with extensive experience in tax planning and compliance. Active in community boards and professional organizations, Mark brings decades of expertise to client advisory services.
Laura J. Daigle
Partner
CPA with 25 years of industry experience, including roles at Pepsico and Ernst & Young. Specializes in corporate finance and tax strategy, bringing deep technical knowledge to business and non-profit clients.
Daniel J. Malkin
Partner
CPA and technology specialist supporting tax planning and return preparation. Active in community boards and Connecticut Society of CPAs, with expertise in firm technology management and client advisory services.
Joan Cassel
Senior Accountant
Experienced accountant with expertise in tax preparation and financial reporting. Former controller for country clubs, providing specialized knowledge in membership-based financial management and compliance.
Ingrid Tomaino
Bookkeeping Specialist
QuickBooks expert with over 25 years of client bookkeeping experience. Specializes in payroll, sales tax reporting, and financial operations support for small businesses and non-profits.
Questions
When will I receive my tax refund?
Refunds typically take 6-8 weeks after filing a paper return. E-filed returns usually process faster, with direct deposit options available for quicker access.
What accounting services do you offer for small businesses?
We provide bank reconciliations, income statements, balance sheets, general ledger adjustments, and QuickBooks support to help small businesses manage financial operations effectively.
How can you help reduce my tax liability?
Our tax planning services identify legal deductions, credits, and strategies tailored to your financial situation, ensuring compliance while minimizing tax obligations throughout the year.
Do you work with non-profit organizations?
Yes, we specialize in tax compliance and financial reporting for non-profits, including Form 990 preparation, grant management, and regulatory compliance support.
What sets your firm apart from other accountants?
Our combination of technical expertise, personalized service, and 40+ years of local experience ensures tailored solutions that prioritize client needs and long-term financial success.
Can you assist with QuickBooks setup and training?
Yes, we offer QuickBooks setup, customization, and training services to optimize accounting processes, including inventory management, payroll integration, and monthly data reviews.
