When you work with a family-owned accounting practice, you’re not just another number in a corporate database. You’re partnering with a team that understands the value of personal relationships and long-term trust.
Our family business approach means:
Consistent Service: Work directly with the same accountants year after year, who truly get to know you and your financial story.
Personal Investment: As business owners ourselves, we understand the challenges and dedication it takes to build something meaningful.
Flexible Solutions: We don’t have rigid corporate policies like the big guys—we can tailor our services to match your specific needs.
Community Roots: Our success is tied to our local reputation, so we’re deeply invested in helping our neighbors and community thrive.
Generational Knowledge: Benefit from both time-tested wisdom and modern expertise as multiple generations work together to serve you.
When you choose our firm, you’re not just hiring accountants—you’re joining an extended family that takes pride in helping you succeed.
Jim represented the very spirit of personal service and community commitment that defines our firm today. After completing his education at Bryant University and earning his Master’s from the University of Hartford, he built a thriving CPA practice based on trust and genuine client connections. His dedication to fiscal responsibility extended beyond the firm through his 27-year tenure as Chairman of the Board of Finance for the town of Somers.
Known for bringing warmth and expertise to every relationship, James created the client-first culture that his family proudly continues today, maintaining his legacy of combining sharp financial acumen with genuine care for our community.
