Business Details
30 Years
experience
Expert Tax & Accounting Services in Stamford, CT
Coppola Accounting and Financial has been dedicated to providing comprehensive accounting and financial services since 1996. Our team of seasoned professionals, led by Katharine Coppola and Anthony Coppola, brings decades of combined experience in tax preparation, consulting, and bookkeeping tailored to individuals and small to mid-sized businesses. We prioritize personalized service, ensuring clients receive accurate and strategic financial guidance at an affordable price. Katharine Coppola, owner since 2021, holds a Series 65 license and brings over 19 years of investment expertise, while Anthony Coppola contributes over 30 years of accounting experience. Our commitment to excellence is reflected in our long-standing client relationships and community involvement, including memberships in local chambers and charitable organizations.We specialize in income tax returns, business tax planning, retirement accounts, and delinquent tax resolution, ensuring clients navigate complex financial landscapes with confidence. Located in Stamford, Connecticut, we serve clients with walk-in convenience and flexible communication options, including secure document sharing. Our focus on client education and proactive tax strategies helps individuals and businesses maximize refunds and minimize liabilities. Recognized for exceptional service in client reviews, we combine technical expertise with a personalized approach to meet diverse financial needs. Whether addressing immediate tax concerns or planning for long-term financial goals, we strive to be a trusted partner in our clients' financial success.
Services
Tax Preparation
Business Tax Returns
Tax Planning
Accounting Services
Financial Consulting
Retirement Accounts
Delinquent Tax Resolution
Bookkeeping
Small Business Services
Income Tax Filing
Details
- Year established: 1996
Highlights and features
- We offer 25+ years of combined experience in tax and accounting services.
- Our team provides personalized service tailored to individual and business needs.
- We specialize in complex tax scenarios including retirement accounts and delinquent returns.
- Our staff holds professional certifications and deep local market knowledge.
- We guarantee accuracy and compliance with all federal and state tax regulations.
What people say
Excellent service every year
Caring and knowledgeable staff
Highly recommend them
Wonderful experience
Pleasant and professional
Services
Tax Preparation
We prepare accurate individual and business tax returns, ensuring compliance with federal and state regulations. Our experts identify eligible deductions and credits to maximize refunds while minimizing liabilities. Clients receive clear explanations of their tax situations and strategic advice for future planning.
Business Tax Returns
Specialized preparation of corporate and small business tax returns, including multi-state filings. We handle complex business structures and ensure timely submission of all required documentation. Our service includes year-round tax planning to optimize business financial health.
Tax Planning
Proactive tax planning services help clients reduce future liabilities through legal deductions and credits. We analyze income, investments, and business operations to create customized strategies. Our guidance covers retirement accounts, estate planning, and business expansion scenarios.
Accounting Services
Comprehensive accounting solutions including bookkeeping, payroll processing, and financial statement preparation. We maintain accurate records for tax purposes and business decision-making. Our systems ensure real-time financial visibility and regulatory compliance for businesses of all sizes.
Delinquent Tax Resolution
We assist clients in resolving overdue tax filings and payments with the IRS and state agencies. Our team negotiates payment plans, penalty abatements, and offers in compromise. We provide clear timelines and support to bring clients' accounts current while minimizing financial stress.
People
Katharine Coppola
Owner
Katharine Coppola has over 19 years of investment experience and a decade of tax preparation expertise. She holds a Series 65 license and a B.S. in Business Management from Southern Connecticut State University. Prior to ownership, she managed tax-efficient investment portfolios at Jefferson National and provided financial planning at UBS Financial Services.
Anthony Coppola
Founder
Anthony Coppola brings over 30 years of accounting experience, holding a B.S. in Accounting from Sacred Heart University. He actively participates in local charitable organizations and chambers of commerce. His military service and community leadership reflect his commitment to client service and ethical business practices.
Questions
What tax services do you offer for small businesses?
We provide business tax return preparation, multi-state filings, payroll tax services, and year-round tax planning tailored to small businesses.
Can you help with overdue tax returns?
Yes, we specialize in resolving delinquent tax filings and negotiating payment plans with tax authorities to bring accounts current.
Do you offer virtual tax preparation options?
We accept documents via email, secure fax, and in-person drop-off, with virtual consultations available for tax preparation needs.
What sets your firm apart from other accountants?
Our personalized approach combines decades of experience with continuous tax law education, ensuring clients receive strategic, accurate financial guidance.
Are you available during tax season holidays?
We follow regular business hours during tax season, with emergency contact options available for urgent client needs.
