Firm overview
Bardaglio, Hart & Shuman, LLC appears in the source directory identified below. The listed location is Windsor Locks, CT. This profile is a starting point for provider research; advisory scope and credentials need direct confirmation.
Tax advisory scope
The source confirms a firm listing; it does not establish a specialized tax strategy offering. Ask the firm whether it provides written planning, projections, implementation support, and ongoing advisory for your type of business.
What the listing establishes
- Firm name
- Bardaglio, Hart & Shuman, LLC
- Listed location
- Windsor Locks, CT
- Source type
- Professional or industry directory
- Tax advisory evidence
- Not independently confirmed in this listing
- Research date
- October 9, 2026
- Pricing
- Request a current written quote
Before you request a proposal
Describe your entities, owners, states, current tax preparer, and the decisions you need help with. Annual revenue alone does not identify your planning needs. Tell the firm which deadlines and transactions are coming up.
- Who will lead the work, and what credentials do they hold?
- Are preparation, planning, and implementation separately priced?
- Will recommendations and assumptions be delivered in writing?
- Who owns the next steps, and when will each be completed?
- What happens if your current preparer remains on the engagement?
Build a decision-ready brief for Bardaglio, Hart & Shuman, LLC
Start your inquiry with the work you need, rather than a request for a generic tax-savings estimate. For this listing, the documented location is Windsor Locks, CT. Ask whether the firm can serve each jurisdiction relevant to your business; a listed office does not establish nationwide coverage.
When the source is only a directory record
The available evidence does not support a detailed specialty narrative for this firm. First ask for its current service list, the professionals who would do the work, and an example of the deliverables offered to a business like yours. Once those facts are supplied, compare the proposed work with your actual needs rather than treating an unknown service as absent.
Evaluate the answer, not just the introduction
A useful response identifies the responsible professional, records required, deliverables, timing, exclusions, and complete fee. If a response promises an outcome before reviewing your facts, ask which assumptions support it and what could change the conclusion. Keep open questions on the proposal worksheet until you receive a written answer.
Compare written scopes · Review AE’s documented offering and fit · Check the responsible professional’s credentials.
Continue the local research
Other source-listed firms with the same state label include A.A. Branca & Co., LLC, Accavallo & Company, LLC, A. Charles Levene, CPA, P.C., Adam P. Cohen CPA, LLC. These are research links, not endorsements or claims that the firms offer equivalent services. Compare each source and written scope separately.
Sources & corrections
We use public source records and do not assign independent performance ratings. Request a factual correction.