Business Details
38 Years
experience
Your Trusted Partner for Accounting & Tax Services
Trama & Associates has been delivering comprehensive accounting and tax solutions since 1988, building on over three decades of combined expertise from our leadership team. Our firm specializes in tailored tax preparation, bookkeeping, payroll services, and IRS representation, serving more than 1,600 business and individual clients across diverse industries. With a focus on personalized service, we adapt our approach to align with each client's unique financial goals and operational needs. Our team includes seasoned professionals such as Enrolled Agents and Certified Public Accountants, ensuring expert handling of complex tax matters and regulatory compliance. We maintain a client-centric philosophy, offering free initial consultations and prioritizing transparent communication to build lasting trust.Our experience spans corporate and individual tax planning, financial statement preparation, and audit representation, supported by advanced digital tools like our secure client portal. We actively engage with professional organizations including the National Society of Accountants and participate in IRS focus groups to stay at the forefront of tax policy developments. Our commitment to excellence is reflected in our long-standing client relationships and the depth of our technical expertise. We provide year-round support for payroll processing, estimated tax planning, and business structure analysis, helping clients optimize their financial strategies. With a blend of institutional knowledge and modern accounting practices, we position ourselves as strategic partners in our clients' financial success.
Services
Tax Preparation
Payroll Services
Bookkeeping
IRS Representation
Tax Planning
Financial Statements
Audit Support
Estimated Tax Planning
Business Structure Analysis
Workmans Compensation Audits
Details
- Year established: 1988
Highlights and features
- We offer over 30 years of experience in accounting and tax services
- Our team includes Enrolled Agents and CPAs for expert IRS representation
- Personalized solutions tailored to your business needs
- Comprehensive services from tax preparation to payroll and bookkeeping
- Free initial consultation to understand your specific requirements
Services
Tax Preparation
We provide complete income tax preparation for individuals and businesses, including partnerships, corporations, and LLCs. Our experts ensure accurate filings while maximizing deductions and credits. With deep knowledge of evolving tax codes, we help clients maintain compliance while optimizing their tax positions through strategic planning and documentation.
IRS Representation
Our Enrolled Agents offer expert representation for IRS collection cases, payment plans, and audit defense. We handle complex tax disputes and negotiate offers in compromise to resolve back taxes. With direct experience working with IRS systems, we protect client interests while navigating compliance challenges and reducing financial liabilities.
Payroll Services
We manage full payroll processing including direct deposit, quarterly tax filings, and W-2/1099 preparation. Our services ensure accurate employee compensation and regulatory compliance with federal and state requirements. We handle year-end reporting and tax deposits while maintaining detailed records to simplify year-round financial management for businesses.
Tax Planning
We analyze optimal business structures and implement year-round tax planning strategies to minimize liabilities. Our services include estimated tax reviews, cash flow projections, and entity selection analysis. By combining proactive planning with ongoing financial monitoring, we help clients avoid underpayment penalties while maximizing after-tax income.
Bookkeeping
We maintain accurate financial records for small businesses using QuickBooks integration and manual systems. Our bookkeeping services track income/expenses, manage accounts payable/receivable, and generate financial statements. We provide organized documentation for tax preparation and support business decision-making through reliable financial reporting and data analysis.
People
Neil C. Trama
Senior Partner
Founder with 40+ years experience in tax preparation, IRS representation, and financial planning. Specializes in business tax strategy and audit defense. Holds Enrolled Agent designation and participates in IRS focus groups.
Jeanette Trama
Vice President
Certified tax professional with 20+ years experience in individual and business accounting. Focuses on payroll services and financial statement preparation. Active in local community through New Milford Library volunteering.
Joseph Mielo
Tax Specialist
35-year firm veteran specializing in tax compliance and payroll processing. Handles complex business returns and maintains client relationships. Provides expertise in workmans compensation audits and quarterly filings.
Paul McNally
CPA
Certified Public Accountant offering expertise in financial reporting and tax planning. Supports business clients with compliance requirements and strategic financial analysis. Provides technical oversight for accounting engagements.
Francis Worden
Partner Emeritus
Retired partner with 50+ years experience in accounting and tax services. Founded New Milford office in 1967. Mentored current leadership team and established firm's commitment to personalized client service.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, financial statements, and tax compliance services tailored to small business needs with QuickBooks integration available.
Can you help with IRS audit representation?
Yes, our Enrolled Agents offer expert IRS representation for audits, collection cases, and payment plan negotiations to protect your interests.
Do you handle both business and individual tax returns?
We prepare taxes for corporations, partnerships, LLCs, and individuals including complex returns requiring specialized expertise.
What tax planning services are available?
We analyze business structures, optimize deductions, and implement year-round strategies to minimize tax liabilities while ensuring compliance.
How do you support clients with payroll requirements?
We manage complete payroll processing including direct deposit, W-2/1099 forms, quarterly filings, and workmans compensation audit preparation.
What makes your firm different from online tax services?
We offer personalized guidance from experienced professionals, including CPAs and Enrolled Agents, with ongoing support for complex financial situations.
