Business Details
45 Years
experience
Your Trusted Partner for Accounting and Tax Services in New Haven
Blumenthal Squire & Blanck was founded in 1981 by Joanne Blanck, CPA, and Martin Squire, CPA, who began their careers in public accounting and developed decades of expertise serving individuals and businesses in the greater New Haven area. Our firm specializes in tax planning, accounting, financial projections, and estate planning, with a focus on minimizing tax liabilities and optimizing financial strategies. We prioritize personalized service, leveraging our deep understanding of evolving tax laws to deliver tailored solutions for clients. Our team combines technical proficiency with a commitment to transparency, ensuring accurate record-keeping, IRS representation, and strategic guidance for long-term financial success.With over 40 years of combined experience, we maintain high standards through seasoned professionals and a client-centric approach that emphasizes timely, relevant support. Our services extend to QuickBooks assistance, entity selection, cash flow analysis, and employee benefit plan administration, addressing the diverse needs of individuals and businesses. We are dedicated to fostering financial viability today while proactively aligning strategies with future goals through open communication and meticulous research.
Services
Tax Management
Accounting Services
Reviews and Compilation
Estate and Trust Planning
QuickBooks Assistance
Bookkeeping
Entity Selection
IRS Representation
Employee Benefits Plans
Cash Flow Analysis
Details
- Year established: 1981
Highlights and features
- We offer over 40 years of combined CPA experience in tax and accounting.
- Our team provides personalized attention to every client.
- We deliver comprehensive financial solutions tailored to individual and business needs.
- We maintain high standards with a seasoned team of tax professionals.
- We prioritize timely, relevant service aligned with client goals.
Services
Tax Management Services
Our Tax Management Services guide clients through tax planning and preparation, minimizing liabilities while maximizing cash flow. We analyze evolving tax laws to optimize opportunities for individuals and businesses. Our expertise ensures compliance and strategic alignment with financial goals.
Accounting Services
We provide accurate bookkeeping, financial statement preparation, and system setup for startups and established businesses. Our services support profitability through payroll processing, budgeting, and tax planning tailored to client needs.
Estate and Trust Planning
Our estate planning ensures smooth asset transfer while minimizing tax burdens. We assist with trusts, wills, and tax filings to protect beneficiaries and align with client wishes for posthumous financial security.
QuickBooks Assistance
We offer QuickBooks training, setup, and troubleshooting to improve financial tracking. Our team ensures accurate data entry, reporting, and system optimization for efficient business operations.
IRS Representation
Professional IRS representation during audits reduces client stress. We leverage tax expertise to resolve disputes, clarify notices, and negotiate favorable outcomes while ensuring compliance with federal and state regulations.
People
Joanne Blanck
CPA
Joanne Blanck, CPA, co-founder with 40+ years of experience, specializes in tax and accounting services for individuals and businesses. Her dedication to client-focused solutions drives the firm's reputation for excellence.
Martin Squire
CPA
Martin Squire, CPA, co-founder since 1981, provides expert tax planning and financial advisory services. His commitment to high standards and client education ensures long-term financial success for businesses and individuals.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statements, payroll processing, and tax planning tailored to small businesses' needs.
How can you help with tax planning for individuals?
We minimize tax liabilities through strategic planning, leveraging deductions and credits specific to your financial situation.
Do you assist with QuickBooks setup and training?
Yes, we offer personalized QuickBooks setup, training, and troubleshooting to optimize your accounting processes.
What estate planning services are available?
We provide tax-efficient estate plans, including trusts and wills, to ensure asset distribution aligns with your wishes.
How do you support clients during IRS audits?
Our team offers expert IRS representation, resolving disputes and ensuring compliance with tax regulations during audits.
