Business Details
11 Years
experience
Trusted Accounting & Tax Services in Shelton, CT
Concierge Tax Service is a full-service accounting firm dedicated to providing proactive tax planning and financial guidance for businesses and individuals. Our team combines decades of experience with a client-centric approach, prioritizing affordability, transparency, and personalized service. We specialize in year-round tax strategies, payroll solutions, and QuickBooks support, ensuring clients maximize savings while minimizing compliance risks.Our commitment to leveraging cutting-edge technology enables seamless virtual collaboration, serving clients nationwide. By focusing exclusively on accounting and tax services, we deliver unbiased advice and build long-term partnerships rooted in trust and expertise.
Services
Tax Planning
Business Accounting
Payroll Services
QuickBooks Support
Individual Tax Prep
Details
- Year established: 2015
Highlights and features
- We offer all-inclusive, fixed-price accounting packages with year-round support.
- Our proactive tax planning identifies savings opportunities before deadlines expire.
- High emotional intelligence ensures clear communication and client-friendly explanations.
- We utilize secure technology for virtual tax prep, remote meetings, and document sharing.
- Our mission drives innovation in accountant-client relationships nationwide.
Associations and certifications
- Certified Public Accountant (CPA)
What people say
Proactive planning
Personalized service
Tax savings
Accessible experts
Technology-driven convenience
Services
Tax Planning
Our proactive tax planning identifies IRS-approved strategies to minimize liabilities throughout the year. We analyze financial statements, past filings, and future goals to implement customized solutions. Clients receive documented savings projections and priority handling for filings.
Business Accounting
All-inclusive accounting packages provide fixed-cost solutions for businesses, including bookkeeping, payroll, and financial reporting. Our services ensure accurate records, compliance, and real-time financial insights to support strategic decision-making for business owners.
Payroll Services
We offer comprehensive payroll solutions with tax compliance, direct deposits, and reporting. Services include new hire registration, wage tracking, and customized reports. Options range from full-service processing to online self-management tools for small businesses.
QuickBooks Support
Our QuickBooks experts provide setup, training, and troubleshooting services. We optimize software usage through personalized configuration, ongoing support, and tune-ups to ensure accurate financial tracking and reporting for small businesses.
Individual Tax Prep
Virtual tax preparation combines secure document sharing with expert filing. We handle complex individual returns, focusing on maximizing deductions while ensuring compliance. Services include electronic filing and audit support for personal tax situations.
People
Robert Gambardella
CPA
Robert Gambardella, CPA, founded Concierge Tax Service after 15+ years in corporate finance roles. He co-authored 'Secrets of a Tax Free Life' and received multiple industry awards, including Forbes' Top 100 Tax Accounts.
Lynn Frese
Lynn Frese brings extensive experience in client relations and tax processing, ensuring personalized support for individual and business clients through Concierge Tax Service' virtual platform.
Renee Daconto
EA
Renee Daconto, an Enrolled Agent, specializes in tax resolution and compliance, providing expert guidance for complex tax situations while maintaining the firm's commitment to proactive financial strategies.
Questions
What accounting services do you offer for small businesses?
We provide all-inclusive accounting packages with bookkeeping, financial reporting, and tax compliance services tailored to small business needs.
How does your proactive tax planning work?
We analyze your financial situation year-round to implement IRS-approved strategies that reduce tax liabilities before deadlines expire.
Do you offer virtual tax preparation?
Yes, our virtual tax prep uses secure portals for document sharing and remote meetings while maintaining compliance standards.
What payroll solutions are available?
We offer three payroll options: comprehensive processing, after-the-fact reporting, and self-service online tools with tax compliance support.
How do you handle QuickBooks setup and training?
Our experts configure QuickBooks for your business needs and provide personalized training to maximize software efficiency for financial tracking.
