Business Details
32 Years
experience
Expert Tax and Accounting Services in Enfield, CT
Established in 1994, John S. Fitzgibbons provides comprehensive tax, accounting, and consulting services tailored to individuals and small businesses. Our firm combines the expertise of a large accounting practice with the personalized attention of a boutique firm, ensuring clients receive customized solutions. With over 30 years of professional experience, including 17 years at a regional CPA firm, our owner brings deep industry knowledge in financial institutions and small business taxation. We specialize in federal and state tax compliance, transactional structuring, estate planning, and financial statement preparation, serving clients across Massachusetts and Connecticut.Our commitment to technical excellence is matched by our dedication to maintaining 'old school' principles of integrity while adapting to modern financial challenges. We expanded our services to Enfield, CT in 2018 to better serve regional clients, maintaining a focus on long-term relationships and proactive tax strategies that maximize savings and minimize liabilities.
Services
Tax Services
Accounting Services
Consulting Services
Estate Tax Planning
Financial Statement Preparation
Details
- Year established: 1994
Highlights and features
- 30+ years of combined tax expertise with regional CPA firm experience
- Personalized service combining technical expertise with individual attention
- Specialized tax planning for estates and small businesses
- Local Connecticut presence with Massachusetts service capabilities
- Transparent billing with flexible appointment scheduling
Associations and certifications
- American Institute of Certified Public Accountants
- Massachusetts Society of Certified Public Accountants
Services
Tax Services
We provide comprehensive federal and state tax compliance services for individuals and businesses. Our expertise includes transactional structuring, audit representation, and strategic tax planning to maximize savings. With specialized knowledge in state and local tax regulations, we help clients minimize liabilities while maintaining full compliance with evolving tax codes.
Estate Tax Planning
Our estate planning services focus on minimizing tax liabilities and ensuring asset distribution according to client wishes. We work with attorneys to create customized plans using trusts, partnerships, and gifting strategies. We help clients navigate complex estate tax regulations while developing liquidity solutions for family businesses and preparing all necessary fiduciary tax documentation.
Accounting Services
We offer prepared financial statements and agreed-upon procedures for businesses. While we no longer provide audits or reviews, our financial reporting services include basic statement preparation and targeted financial analysis. Our services are designed for clients who need financial documentation without full assurance engagements.
Consulting Services
Our consulting services combine tax expertise with business strategy guidance. We help clients understand tax implications of business decisions, provide financial calculators for planning purposes, and offer specialized advice on cash flow management. Our approach focuses on delivering practical solutions for small business owners and individual taxpayers.
State Tax Services
We specialize in state and local tax planning for businesses operating across multiple jurisdictions. Our services include nexus analysis, sales tax determination, and liability quantification. We help clients understand filing requirements and develop strategies to mitigate tax exposure while maintaining compliance with varying state regulations.
People
John S. Fitzgibbons
Owner
Graduated from Westfield State University in 1987 with accounting expertise. Established the firm in 1994 after 17 years at a regional CPA firm specializing in financial institutions. Reactivated the practice in 2016 following corporate transition experience. Combines large firm expertise with personalized service approach.
Questions
How do you bill for your services?
Tax services billed upon return completion, other services monthly. Accept credit cards and standard payments.
What are your business hours?
9:00-4:00 Monday-Thursday. Evening/weekend appointments available by arrangement.
What role do you play during IRS audits?
Provide full audit support with fees separate from return preparation services.
What documentation is needed for tax returns?
Original W-2s, 1099s, and supporting documents for deductions and business income.
