For Individuals

College Financial Planning

How Can You Pay for Your Kid to go to College, Spend and Save as You Are Now, and Increase the Amount of Money You have for Retirement?

Elder Care Planning

Finally… Worry Free Financial Management for Your Aging Parent or Family Member.

Estate Planning

Make Sure Your Family Transitions Prepare Your Children and Your Family for Financial Freedom.

Notary Services

Whether you’re refinancing your home or participating in any number of legal processes that require legitimization of paperwork, we have an in-house, licensed public notary that can help you.

Navigating Bank Failures in Your Connecticut Business Right Now

Memorial Day is next week. The unofficial start of summer.I like to remember that when things are unpredictable and even a bit hairy (like a shifty economy, bank failures, debt ceiling crisis), normal life still goes on. People will still prep their grills....

Back to Basics with Your Connecticut Small Business Taxes

Starting a business is an exciting (and scary) step. Initially, you were equipped with a vision, some basic business know-how, and a plan. You also likely understood that you had tax obligations (you’re a taxpayer after all). However… having a general idea...

How the Bank Crisis Affects Connecticut Business Owners

Now, I know that I recently started talking about the new FinCEN reporting requirement and promised a part two… which I’ll absolutely get to in an upcoming blog.But this time I wanted to take the opportunity to speak about the banking “crisis” that has a lot of...

Paying off IRS Debt with a Loan: Guidance for Connecticut Debtors

Feeling stressed about your tax debt? You’re not the only taxpayer in that boat. According to U.S. News, 1 in 5 Americans with tax debt feel “extremely stressed” right about now. And who can blame you for feeling this way? Rising costs over the past year have...

Mensa’s Best Practices for Terminating an Employee

We’ve all got a bit of FOMO about FOMC’s (Federal Open Market Committee’s) big meeting this week, waiting to see if yet another interest rate hike will be coming. Most indicators say likely.Since March 2022, there have been NINE such increases to interest rates...

Keeping Tax Records: Connecticut Small Biz Edition

If you’re doing the books, juggling the hiring, navigating supply problems, delivering work to clients, and thinking about big-picture items for the year … you might be a small business owner.If you’ve got a lot on your mind and more gets added daily? You might be a...

How Innocent Spouse Relief Could Help Some Connecticut Filers

Wedding bells might be chiming for some people as we head into warmer weather, but for others, the thud of a gavel signals the end of a happily-ever-after.As if a separation or divorce isn’t enough of a punch in the gut for you, it can be further complicated by...

Leadership Development in Your Connecticut Business

Unless you’ve been living in a cave like this woman, you know that business ownership is a tough gig right now — it’s nearly an Olympic sport to keep things running and moving ahead. But, despite all that, being a business owner is also pretty great. And I’d...

Prioritizing Employee Wellness in Your Connecticut Business

It’s a bit of a dog-eat-dog world for businesses these days. (Feel that sentiment in your bones?)Inflation is pervasive. Supply chain issues still have you jumping through hoops to get products. The hunt continues for good help… proving the adage. Covid-era debts now...

Emelia Mensa, CPA on Removing a Tax Lien from Your Credit Report

Debt is such a dream killer.It has a way of "strangleholding" your best-laid plans and keeping you from things like……buying a house…taking a vacation…making a career change…building a good retirement…starting or expanding a business The list could go on.A...

How You're Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!

Learn more