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Tax & Financial Services in Connecticut

45 investor-friendly Tax & Financial Services found in Connecticut as of June 7, 2026

  • Sebastian Fidilio's profile image

    Sebastian Fidilio

    sebCFO

    Tax & Accounting

    1 forum post

    Tax & Accounting

    **We specialize in STR Loophole** NYC-based real estate investor and CPA. sebCFO provides bookkeeping, tax and CFO services for real estate investors. From property-specific bookkeeping to tax optimization strategies, our real estate accounting experts ensure your properties yield maximum returns. Our expertise encompasses everything from cash flow management to tax optimization, including meticulous bookkeeping and profit and loss management on a per-property basis. Partner with us t... view more
  • Stephen Ker's profile image

    Stephen Ker

    Ker Financial LLC

    Tax & Accounting

    5.0 stars
    1 Review

    Tax & Accounting

    Hiring one accounting expert to take care of all of all of your bookkeeping AND tax needs saves you money and time compared to having a separate bookkeeper vs. tax accountant who don't regularly talk to each other (or doing it all yourself)! I'm a CPA who helps real estate investors track and organize their transactions in a clean and easily understandable format. I can also take care of bill payments, 1099's, payroll, financial reporting, and more! I also do annual tax filings exclusiv... view more
  • Craig Hobbs's profile image

    Craig Hobbs

    Money On The Mend

    Tax & Accounting

    5.0 stars
    8 Reviews

    Tax & Accounting

    At Money On The Mend, we specialize in providing expert bookkeeping services to real estate investors, ensuring financial clarity and growth. As real estate investors ourselves, we understand the unique challenges of managing STRs, LTRs, flips, wholesales, and multifamily properties. Our deep expertise comes from 15+ years in finance and operations, combined with hands-on real estate investing experience. We empower investors with streamlined processes, accurate reporting, and actionable i... view more
  • Clint Coons's profile image

    Clint Coons

    Anderson Advisors

    Tax & Accounting

    4.7 stars
    602 Reviews
    38 forum posts

    Tax & Accounting

    Anderson Advisors is the one-stop shop for business owners and investors for your tax planning, tax preparation, and bookkeeping needs. We go beyond just filing your taxes – we structure your business in a way that minimizes your tax burden and protects your hard-earned assets. Our team of tax professionals and attorneys, many of whom are real estate investors themselves, will develop personalized strategies to help you grow your wealth and achieve your financial goals. With tax planning and ... view more
  • Matthew Schumacher's profile image

    Matthew Schumacher

    Tavola Group - Proactive Tax Planning

    Tax & Accounting

    4.7 stars
    31 Reviews
    31 forum posts

    Tax & Accounting

    Tavola Group specializes in tailored tax planning strategies designed to maximize savings and financial efficiency for business owners, real estate professionals, and investors. With expert guidance, we help you navigate complex tax laws, protect your wealth, and achieve your financial goals. view more
  • Max Gallagher's profile image

    Max Gallagher

    24Acres

    Financial Planning

    Tax & Accounting

    5.0 stars
    12 Reviews
    18 forum posts

    Financial Planning

    Tax & Accounting

    24Acres is a boutique wealth management and tax planning firm specializing in working with high-net-worth individuals and families who own investment real estate alongside other assets. We provide fully integrated, fiduciary advice that brings together investment management, tax strategy, estate planning, insurance, and real estate advisory—all under one roof. Our goal is to simplify complexity, optimize after-tax outcomes, and help our clients make confident, informed decisions with their en... view more
  • Ryan Ross's profile image

    Ryan Ross

    Quality Back Office

    Tax & Accounting

    Tax & Accounting

    We are real estate investors helping real estate investors. We speak your language because we are the same as you. We help real estate investors stay on top of their books, minimize taxes, and keep more of what they earn through smart planning and strategy. Whether you're just starting out or scaling up, we've got the numbers side of your business covered. view more
  • Julius Vincent's profile image

    Julius Vincent

    Horizon Wealth & Tax Advisors

    Tax & Accounting

    5.0 stars
    4 Reviews
    143 forum posts

    Tax & Accounting

    Real estate investors earning $250K+ are overpaying $30K–$100K in taxes annually. Not because the strategies don't exist, but because no one is executing them proactively. At Horizon Wealth & Tax Advisors, we go far beyond tax prep. We build and implement advanced tax strategies (cost segregation, STR material participation, REPS qualification, bonus depreciation, and entity structuring) designed to create real, measurable savings and help you reinvest that capital into more deals and fast... view more
  • Nicole Rothschild's profile image

    Nicole Rothschild

    Petra Advisors LLC

    Tax & Accounting

    Tax & Accounting

    We are real estate investors with over 25 years in the industry who are experts at helping other real estate investors save on their taxes and organize their finances. We offer hands-on accounting, tax and advisory services from a CPA to help our clients grow their businesses. view more
  • Serena Verma's profile image

    Serena Verma

    Hostvisors

    Tax & Accounting

    Tax & Accounting

    Hostvisors specializes in advisory, accounting, bookkeeping, and software automations, including AI workflow services. view more
Showing 21 - 30 of 45 Connecticut Tax And Financial Services