Nothing but great things to say about this organization. Professional and responsive, have…read moregenerously helped with our not-for-profit organization. Would definitely recommend.

This is without question the best accounting firm I have ever dealt with. We use it for both…read morepersonal and business matters and now both my son and his wife and daughter and her husband use them. They are accurate, quick and in step with all current tax law changes. Perhaps more importantly they are sympathetic when we might be less than prompt, less than organized and less than thorough. It cannot be said we make their job easier, but they always rise above our vagaries. Nancy K.

Asset Strategies' leader, Alan Rothstein, has been my financial advisor for over ten years now…read more During the financial crisis they safely guided my portfolio out of the Stock Market during record highs, and then back in when the markets quieted. This allowed me to sell at the high and reinvest at the lows! Portfolio has had significant returns during turbulent and non-turbulent times, w easy access to their expertise at all times. Their knowledge of taxes, management level knowledge of numerous funds' management, the markets, and investment psychology has been an integral part of my family's financial success. I've referred a number of friends to them w similar positive results... Personal service, the confidence of fee only services, and access to both legal and tax expertise, make this a winning combination.

Found Melissa while at my dentist (same plaza) and she is a veteran to the community and…read moreunderstands both personal, business, and joint taxes. I have an especially complicated year with real estate, property, investments and other large changes including how I get paid from an employee to sole proprietor, business owner, etc as well as a independent contractor. She took on all of these large tasks for a seemingly reasonable rate. Will hope to retain her for many years to come.

If you like poor communication and high fees this is the accounting group for you!!…read more There are better accounting and bookkeeping services in the area. Don't waste your time.

Hands down the best accounting firm in CT. They do several tax returns for me each year. I've…read morealso used their business valuation services. I've always been very satisfied when dealing with them. Customer service is also great. Good place.

Simply the best-- personal touch and recondite knowledge of the tax code and how it works. Get your…read moreinformation in to Alan and company, stand back and watch them do what they do. Plus they do it better than any other similar business that I have worked with locally.

My husband and I have used Alan and his team to do our taxes and provide financial advice for…read moreourselves and our businesses for many years. Once we started with him, we never looked anywhere else. His advice has always been honest, savvy and tailored to our particular situation. Plus, he has a happy, joyful team. Never thought we'd find a CPA who's both brilliant and brilliantly funny. It's a winning combination.

That Jennifer sat on my return and just waited until she had to file for an extension, you talk…read moreabout procrastination! Not honest, look elsewhere. Poor service. The woman in the office when I went in was very pleasant and helpful. Poor management!