How this shortlist was selected
This collection includes 12 alphabetical examples from 13 directory records assigned to Glastonbury, Connecticut. Selection uses the location recorded in our sources, not client results, fees, reviews, or a quality score. Numbers identify entries and do not rank professional performance. The underlying profiles retain their source links.
Set the scope for your region
This Glastonbury, Connecticut shortlist draws on 13 distinct firm listings with that city and state in their source records. List every state in which your business has people, property, or customers. Ask candidates to explain how they collect that footprint, assign return responsibilities, and coordinate with an existing preparer. Ask whether meetings are local or remote and which professional will be responsible for your entities and states. A nearby address alone does not establish the advisory work you need.
A listed location describes the source record. It does not establish every office, current licensing, a service territory, or whether the provider will accept your engagement. Confirm those points before comparing proposals.
Briggs Wealth Management Inc.
Listed location: Glastonbury, CT. The cited directory records this firm. Specialized advisory services, licensing, and availability need direct confirmation.
No specialized advisory scope is asserted by this list. Review the listing and its sources.
Connecticut Society of CPAs
Listed location: Glastonbury, CT. The cited directory records this firm. Specialized advisory services, licensing, and availability need direct confirmation.
Documented service categories: Accounting, Change Management. Review the listing and its sources.
Daniel W. Sharp, CPA
Listed location: Glastonbury, CT. The cited directory records this firm. Specialized advisory services, licensing, and availability need direct confirmation.
Documented service categories: Small Business Services, Construction, Manufacturing. Review the listing and its sources.
Fiondella, Milone & LaSaracina LLP
Listed location: Glastonbury, CT. The cited directory records this firm. Specialized advisory services, licensing, and availability need direct confirmation.
Documented service categories: Partnerships, Service Business, Technology/Innovation, Manufacturing, Real Estate, Taxation - Individual, Taxation - Corporate, Personal Financial Planning, Retirement Planning, Non-Profit. Review the listing and its sources.
Fred Henrikson, CPA, P.C.
Listed location: Glastonbury, CT. The cited directory records this firm. Specialized advisory services, licensing, and availability need direct confirmation.
Documented service categories: Estates/Trusts, Partnerships, Small Business Services, Service Business, Retail, Wholesale, Construction, Manufacturing, Real Estate, Taxation - Individual, Taxation - Corporate, Business Valuation, Personal Financial Planning, Retirement Planning, Wealth Management. Review the listing and its sources.
Giamalis & Company
Listed location: Glastonbury, CT. The cited directory records this firm. Specialized advisory services, licensing, and availability need direct confirmation.
Documented service categories: Estates/Trusts, Partnerships, Small Business Services, Service Business, Retail, Construction, Real Estate, Taxation - Individual, Accounting, Taxation - Corporate, Bookkeeping, Succession Planning. Review the listing and its sources.
Julie Lopez CPA, LLC
Listed location: Glastonbury, CT. The cited directory records this firm. Specialized advisory services, licensing, and availability need direct confirmation.
No specialized advisory scope is asserted by this list. Review the listing and its sources.
Kask & Company CPAs and Business Advisors
Listed location: Glastonbury, CT. The cited directory records this firm. Specialized advisory services, licensing, and availability need direct confirmation.
No specialized advisory scope is asserted by this list. Review the listing and its sources.
Mahoney Sabol & Company, LLP
Listed location: Glastonbury, CT. The cited directory records this firm. Specialized advisory services, licensing, and availability need direct confirmation.
No specialized advisory scope is asserted by this list. Review the listing and its sources.
Nicola Yester & Company, P.C.
Listed location: Glastonbury, CT. The cited directory records this firm. Specialized advisory services, licensing, and availability need direct confirmation.
No specialized advisory scope is asserted by this list. Review the listing and its sources.
Roystons, LLC
Listed location: Glastonbury, CT. The cited directory records this firm. Specialized advisory services, licensing, and availability need direct confirmation.
No specialized advisory scope is asserted by this list. Review the listing and its sources.
SRC, Certified Public Accountants, P.C.
Listed location: Glastonbury, CT. The cited directory records this firm. Specialized advisory services, licensing, and availability need direct confirmation.
No specialized advisory scope is asserted by this list. Review the listing and its sources.
Compare the proposals, not just the names
- Describe the decision, entities, states, and deadline before asking for a fee.
- Ask for the named professional and written deliverables, including what happens after recommendations are made.
- Confirm whether returns, amendments, specialist studies, and implementation are included.
- Identify who communicates with your bookkeeper, preparer, attorney, or payroll team.
- Request a timeline and a complete written scope before engaging.
Use the engagement comparison tool, search all firm records, or browse other shortlists.
About this publication
AE Tax Advisors owns and publishes this guide. Our featured placement is publisher promotion. Inclusion of another firm is a research reference and does not imply affiliation, endorsement, or a client relationship.