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.

Emelia Mensa EA, CPA’s Tips on Tracking Subscription Services

87,000. All weekend I’ve seen that number flashing through the headlines – and I’ve seen the panic on the part of some of my clients. A quick recap, if you’re in the non-news-imbibing crowd:The perhaps-Orwellian-named Inflation Reduction Act (or IRA, for...

Emelia Mensa EA, CPA’s Tax Planning Tips for 2022

The British saying “Keep calm and carry on” seems like a good motto to live by in uncertain times like these. Still, a little freak-out about what lies ahead is totally normal, even expected.Plunging ahead through the rest of 2022, which is most likely to be rough...

Gas Savings for Every Connecticut Driver

There’s something truly American about the summer family road trip. Piling into the car with your luggage and favorite snacks in tow, getting out on the miles and miles of paved road, gazing at the stretches of wild scenery (or maybe just fields and cows)... it’s all...

Your Connecticut Rundown for Calling the IRS

Do you remember the days of yore when you’d call someone and the phone would keep ringing and ringing with no answer? And you were okay with that because you’d just call them back later hoping to reach them? No? Oh yeah. Me neither. The world has changed.When you...

Contracting or Employee – How Connecticut Job Seekers Decide

A lot of people say, “more money, more problems.” While that saying is partially true, I think a lot of us would be only too happy to get a little more green in our bank accounts considering the current inflation situation.Especially those working for minimum...

Effects of Inflation: Plan for This, Connecticut Investors

A lot of our investors are feeling the effects of inflation.And I want to help you navigate through it as best I can. This week, I want to take some time to break down how it could be affecting your investment portfolio.(But Emelia … I don’t HAVE an investing...

When Connecticut Taxpayers Discover Unclaimed Property

“I’ve got a dollar. Hey, hey, hey, hey.” When you score a little extra cash suddenly, it’s hard not to do a little song and dance like the kids from Little Rascals. Even more when you discover some unclaimed property or asset you had long forgotten about. Or...

Emelia Mensa EA, CPA’s Saving Tips – More Than Not Spending

Raise your hand if you’re still waiting on a response from the IRS about your refund. With the now 21.3 million returns piled up in the IRS’s inbox, it’s no wonder. Know that you’re not the only taxpayer in that group.And I wish there was more my office could do to...

A Why Estate Planning Now Take by Emelia Mensa CPA

Yeah, we all know that old adage about death and taxes (one with which I’m intimately familiar in my line of work).Yet so few people think to plan for either inevitability. We seem to have an obsession with avoiding them – and believe me, I get it. And I’m obviously...

Tax Documentation Connecticut Filers Should Keep and Why

Yes, it’s true, friends… the financial markets look pretty rough as I write this, on top of a pretty rough end of last week. Inflation continues to wreak havoc … and the smarty-pants quants in Wall Street don’t seem to have confidence that the government or the Fed...

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!

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