Family-Owned CPA Firm · Greenwich, CT

Accounting That Works as Hard as You Do.

From personal taxes to corporate strategy and M&A advisory, Greenwich Accounting and Tax delivers expert financial guidance backed by a decade of community trust.

10+
Years Serving Greenwich
9
Core Service Areas
CPA
Certified Professionals
Growth ↑ Jan Mar Jun Sep Dec
Revenue
+24%
Tax Savings
Optimized
Compliance
100%
Why Choose Us

The Greenwich Difference

10 Years Serving Greenwich

A decade of local experience means we understand what Greenwich businesses and individuals need to succeed.

Experienced CPA Team

Credentialed CPAs and dedicated support professionals committed to accuracy, compliance, and exceptional service.

Family-Owned & Community-First

We're not a corporation or franchise — we're your neighbors, personally invested in your financial health.

Full-Service Under One Roof

From personal tax returns to M&A financial planning — everything a growing business needs, one trusted team.

Local Tax Specialists

Deep expertise in Connecticut sales tax, VAT, and local compliance keeps your business protected.

What We Do

Comprehensive Financial Services

We provide the full spectrum of accounting, tax, and advisory services your business needs — from day-to-day bookkeeping to complex M&A planning. One firm, total confidence.

Start With a Free Consultation
Greenwich Accounting and Tax professionals

Personal, Business & Corporate Tax

Accurate, timely tax preparation and filing for individuals, businesses, and corporations — minimizing your liability and keeping you fully compliant.

Sales Tax & VAT Compliance

Expert management of local sales tax and VAT obligations with guidance tailored to Connecticut regulations and your specific industry.

Corporate Compliance & Documentation

We handle legally required corporate filings and documentation so your business stays in good standing without the administrative burden.

Bookkeeping

Precise daily transaction management that keeps your books clean, current, and ready for any business decision or audit at any time.

Payroll Management

Complete payroll processing and payroll tax management — ensuring your team is paid accurately and on time, every pay cycle.

Payables & Receivables

Organized management of supplier and customer invoices to maintain healthy cash flow and protect vendor relationships.

Business Planning & Reporting

Strategic financial reporting and growth-focused advice that gives directors and owners the clarity to make confident, informed decisions.

Capital Fundraising Advisory

Guidance on structuring your financials and seeking equity investment to fuel your next stage of business growth.

Mergers & Acquisitions Planning

Comprehensive financial planning and due diligence support for businesses navigating mergers, acquisitions, or strategic partnerships.

"
10
Years of Service
CPA
Certified Team
Greenwich, Connecticut
Our Story

Rooted in Greenwich.
Built on Trust.

Greenwich Accounting and Tax is a family-owned CPA firm that has spent the past ten years serving the individuals and businesses of the Greenwich community. What began as a commitment to personalized, high-quality financial service has grown into a full-service practice — staffed by experienced CPAs and dedicated support professionals — capable of handling everything from individual tax returns to complex corporate advisory work.

We believe accounting should empower, not overwhelm. Whether you're navigating a complicated tax situation, managing payroll for a growing team, or planning a merger, our team provides clear expert guidance tailored to your specific circumstances. We stay engaged through every stage of your financial journey — not just at tax season.

Being locally rooted in Greenwich means we understand the specific tax environment, regulatory landscape, and business climate our clients operate in every day. We're not a faceless national chain — we're your neighbors, your advisors, and your long-term partners in building financial clarity and confidence.

Why We Stand Out

The Expertise Behind
Every Engagement

CPA-Led Expertise

Every engagement is handled by or overseen by experienced CPAs — ensuring your finances receive the highest standard of professional care.

A Decade Rooted in Greenwich

Ten years serving the Greenwich community means we understand the local business landscape, tax environment, and the challenges our neighbors face.

Family-Owned, Client-First

As a family-owned firm, we treat every client with personal attention and long-term commitment — not like a ticket in a queue.

Local Tax Authority

From Connecticut sales tax to VAT obligations, our deep local knowledge keeps your business compliant and ahead of regulatory changes.

Full-Spectrum Financial Services

Personal taxes, bookkeeping, payroll, capital fundraising, and M&A planning — everything you need, from one trusted team.

Growth-Focused Advisory

We go beyond the numbers, providing strategic reporting and capital fundraising guidance to help your business scale with confidence.

How It Works

From Consultation
to Confidence

01

Book a Free Consultation

Start with a no-obligation conversation. We take the time to understand your financial situation, goals, and the services you actually need.

02

Assessment & Custom Strategy

Our CPAs review your current financials and build a tailored plan covering compliance, tax optimization, and any growth or advisory objectives.

03

We Handle the Heavy Lifting

From daily bookkeeping and payroll to tax filings and corporate documentation, we take on the work so you can focus on running your business.

04

Ongoing Advisory & Reporting

Continuous

We stay proactively engaged — delivering regular financial reporting, strategic advice, and guidance whenever your situation or goals evolve.

10+
Years in Greenwich
9
Service Categories
1 firm
For All Your Needs
Free
Initial Consultation
Common Questions

Frequently Asked
Questions

Yes. We serve individuals with personal tax preparation and planning, and we support small and medium-sized businesses with a full range of accounting, payroll, compliance, and advisory services.

Simply book a free consultation by calling (203) 629-3373 or using our online booking. We'll discuss your needs and recommend the right approach — with no commitment required.

Absolutely. We have in-depth, current knowledge of local sales tax, VAT, and Connecticut-specific regulations, and we apply that expertise to keep your business fully compliant.

Yes. Our advisory services include capital fundraising guidance and M&A financial planning — helping you structure your financials and approach these milestones with confidence.

Our bookkeeping covers daily transaction management, account reconciliation, and maintaining accurate, up-to-date financial records so your business always has a clear picture of where it stands.

As a family-owned, community-rooted firm with an experienced CPA team, we offer the expertise of a large firm with the personal attention and local knowledge that national chains simply can't provide.

Yes. We provide complete payroll management — including payroll processing and payroll tax filings — so you can pay your team accurately and stay compliant without the administrative headache.

That's exactly our goal. Beyond compliance, we provide strategic reporting, growth planning, and capital fundraising advisory to help directors and owners make decisions that drive real business growth.

Get Started Today

Your Financial Future
Starts With
One Conversation.

Whether you need help with this year's taxes, ongoing bookkeeping, or long-term business strategy — we're here. Book your free consultation and see the Greenwich Accounting difference.