Team

Graduate of St. John's University with a Bachelor's Degree in Accounting, and a MBA in Taxation. Certified Public Accountant licensed to practice in both Connecticut . Life, health insurance license in the Connecticut, New York,...

Terri is a former Connecticut State certified teacher and graduate of Masters of arts in teaching program from Sacred heart University. Terri holds BA in English, BS in elementary education, and a Minor in Psychology. Terri’s...

Registered representative with HD Vest Investment Services, BA Assumption College, MA NYU. Anthony is secretary/treasurer of the Branchville Civic Association Inc., former member of the Board of Directors of the Ridgefield Boys and...

Cayenne has a background in Municipal Tax Collections with the Town of Newtown ( 2006-2012) where she became a Connecticut Certified Municipal Collector. In 2012, Cayanne ran for Municipal office in the Town of Oxford, Connecticut. She...

Marlee is working towards here CPA. Assists the team in a variety of areas including tax preparation, and other client services.

MBA University of Bridgeport. BS accounting Southern Ct State University. Enrolled Agent IRS. Kevin manages a tax practice for small to medium size private business in Fairfield and New Haven Counties.