How this shortlist was selected
This collection includes 6 alphabetical examples from 6 directory records assigned to Southbury, 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 Southbury, Connecticut shortlist draws on 6 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.
Burns & Company, LLC
Listed location: Southbury, 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.
Diversified Financial Solutions
Listed location: Southbury, 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.
Flight Plan a Garmin Company
Listed location: Southbury, 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, Construction, Taxation - Individual, Taxation - Corporate, Bookkeeping. Review the listing and its sources.
Gombatz Jones & Associates Northweste Northwestern Mutual Wealth Management
Listed location: Southbury, CT. The cited directory records this firm. Specialized advisory services, licensing, and availability need direct confirmation.
Documented service categories: Estates/Trusts, Small Business Services, Service Business, Personal Financial Planning, Retirement Planning, Succession Planning, Wealth Management. Review the listing and its sources.
Marianna Lorensen, CPA
Listed location: Southbury, 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.
McClanahan Advisory Group Dba/Bedard McClanahan CPAs PC
Listed location: Southbury, 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.