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CITY & STATE BUYER RESEARCH

12 Tax and Accounting Firms to Research in Northeast

Explore a sourced Northeast firm shortlist from AE Tax Advisors’ directory, with location records, provider questions, and clear selection criteria.

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How this shortlist was selected

This collection includes 12 alphabetical examples from 388 directory records assigned to Northeast. 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

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.

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.

  1. A DEL PINO, CPA

    Listed location: Stamford, CT. The cited directory records this firm. Specialized advisory services, licensing, and availability need direct confirmation.

    Documented service categories: Divorce Planning, Partnerships, Employee Benefits, Small Business Services, Family-Owned Businesses, Foreign Language - Spanish, Financial Reporting, Service Business, IRS Representation, Litigation Support, Taxation - Individual, Accounting, Audit, Accounting - Not-for-Profit, Audit - Not-for-Profit, Taxation - Corporate, Bookkeeping, Management Consulting, Personal Financial Planning, Pension/Profit-Sharing Plans, Retirement Planning, Start-Up Businesses, Taxation - Estate/Gift, Taxation - State and Local, Taxation - Federal, Non-Profit, Change Management, Consulting, Compilations/Reviews, CFO Services. Review the listing and its sources.

  2. A. Charles Levene, CPA, P.C.

    Listed location: New Haven, 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, Forensic Accounting/Fraud, Service Business, Healthcare, Wholesale, Manufacturing, Litigation Support, Taxation - Individual, Bookkeeping, Business Valuation, Personal Financial Planning, Retirement Planning, Succession Planning. Review the listing and its sources.

  3. A. J. Bafundo & Co., LLC

    Listed location: Newington, CT. The cited directory records this firm. Specialized advisory services, licensing, and availability need direct confirmation.

    Documented service categories: Partnerships, Small Business Services, Retail, Manufacturing, Taxation - Individual, Accounting, Audit, Audit - Not-for-Profit, Non-Profit. Review the listing and its sources.

  4. A.A. Branca & Co., LLC

    Listed location: Stamford, CT. The cited directory records this firm. Specialized advisory services, licensing, and availability need direct confirmation.

    Documented service categories: Family-Owned Businesses, IRS Representation, Construction, Real Estate, Accounting, Audit, Taxation - Corporate, Business Continuation, Business Growth Advisory, Bookkeeping, Management Consulting, Mergers/Acquisitions, Personal Financial Planning, Start-Up Businesses, Succession Planning, Strategic Planning, Taxation - Estate/Gift, Consulting, Compilations/Reviews, CFO Services. Review the listing and its sources.

  5. A.J. Klaff, CPA

    Listed location: Westport, CT. The cited directory records this firm. Specialized advisory services, licensing, and availability need direct confirmation.

    Documented service categories: Estates/Trusts, Partnerships, Taxation - Individual, Taxation - Corporate, Taxation - International, Personal Financial Planning, Retirement Planning. Review the listing and its sources.

  6. A.T. Enterprises, Inc. D/b/a DeLeo & Company

    Listed location: New Milford, 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.

  7. Accavallo & Company, LLC

    Listed location: Shelton, 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.

  8. Adam P. Cohen CPA, LLC

    Listed location: West Hartford, CT. The cited directory records this firm. Specialized advisory services, licensing, and availability need direct confirmation.

    Documented service categories: Real Estate, Audit - Not-for-Profit, Non-Profit. Review the listing and its sources.

  9. Adams Samartino & Company, P.C.

    Listed location: Bristol, 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, Family-Owned Businesses, Financial Reporting, Service Business, Healthcare, Wholesale, Technology/Innovation, Construction, Manufacturing, Real Estate, Taxation - Individual, Accounting, Taxation - Corporate, Bookkeeping, Retirement Planning, Succession Planning, Taxation - Estate/Gift, Taxation - State and Local, Taxation - Federal, Non-Profit. Review the listing and its sources.

  10. Advanced Accounting Solutions LLC

    Listed location: Groton, CT. The cited directory records this firm. Specialized advisory services, licensing, and availability need direct confirmation.

    Documented service categories: Partnerships, Small Business Services, Service Business, Real Estate, Taxation - Individual, Accounting, Taxation - Corporate. Review the listing and its sources.

  11. Alfin, Fagin & Falce LLP

    Listed location: Farmington, 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, Retail, Healthcare, Technology/Innovation, Construction, Manufacturing, Real Estate, Taxation - Individual, Taxation - Corporate, Personal Financial Planning, Retirement Planning, Non-Profit. Review the listing and its sources.

  12. Alicia J. Snakard, CPA

    Listed location: Ridgefield, CT. The cited directory records this firm. Specialized advisory services, licensing, and availability need direct confirmation.

    Documented service categories: Estates/Trusts, Taxation - Individual, Personal Financial Planning. Review the listing and its sources.

Compare the proposals, not just the names

  1. Describe the decision, entities, states, and deadline before asking for a fee.
  2. Ask for the named professional and written deliverables, including what happens after recommendations are made.
  3. Confirm whether returns, amendments, specialist studies, and implementation are included.
  4. Identify who communicates with your bookkeeper, preparer, attorney, or payroll team.
  5. 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.

AE TAX ADVISORS · CHRISTINA NORTMAN, CPA, FOUNDER AND PRINCIPAL

Make your next business decision
with a clearer tax plan.

Growing profits, new properties, or an ownership change can create planning questions that deserve attention before the paperwork is final. Discuss your next decision with AE Tax Advisors.

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