PROUDLY SERVING DARIEN, ROWAYTON & NEW CANAAN
Accounting & Tax
Practical clarity for filings and forward planning—individual, trust, and closely held business considerations coordinated end-to-end.
Vetted CPAs • Planning rhythm • One monthly statement
What We Cover
Compliance
Annual filings, estimates cadence, multi-state and residency questions.
Tax Planning
Entity choice, elections, timing, and income/expense alignment.
Family & Trusts
Gifts, trusts, 529/education, and charitable strategies.
Equity & Transactions
ISOs/NSOs/RSUs, liquidity events, basis tracking.
Real Estate
Primary/rental considerations, depreciation, 1031 guidance.
Business Owners
S-corp/LLC strategy, payroll, and reasonable compensation.
Popular Scenarios
New CT Resident
- Domicile vs. residency review
- Estimated tax setup
- Filing checklist
Founder/Exec Year
- Equity events planning
- Quarterly review rhythm
- Safe harbor strategy
How It Works
- Step 1SnapshotShare recent returns and objectives.
- Step 2PlanAdvisor outlines options and timing windows.
- Step 3CoordinateWe schedule follow-ups and keep filings on track.