Looking For More Than "Just An Accountant"?

Call 203-767-7197 Today!

Robert A. Gambardella, CPA

Certified Tax Coach and Best-Selling Co-Author

Not All Tax Accountants Are Created Equal.

When is the last time your tax accountant called you and said "Listen, I have an idea that will save you money..."?

I'm Robert Gambardella, CPA, and at my firm, Concierge Tax Services, LLC, we do things differently.

If you are looking for more than "just an accountant", then you have come to the right place!

As a Certified Tax Coach and tax planner in Shelton, CT, I belong to an elite group of specially trained tax planners nationwide.

Most accountants do a fine job of recording history, using the information you give them! I don't just help you record history, I help you write it. How? By finding the mistakes and missed opportunities that have been costing you thousands in tax dollars that you legally do not have to pay, and then working with you proactively to implement a better way of doing things.

No red flags, no grey areas, and no aggressive tax plays. Just solid planning, with the right attitude and approach, to best align your specific circumstances with the Tax Code to get you the best possible outcome.



Are You a Good Candidate For Proactive Tax Planning?

You own a business or invest in real estate.
You have reached profitability, or will very soon.
Your taxes are sky high, and you don't know why.
I'm your guy! Let's see how much a proactive tax plan can save you.

How Does It Work? 5 Simple Steps:

I will review your prior tax returns and perform a free tax analysis.
I will show you how much your tax mistakes are costing you each year in taxes that you just don't have to pay.
I will prepare a Proactive Tax Plan full of tax-saving recommendations. (one time project fee applies).
I provide ongoing tax and accounting services, to implement and maintain the strategies we put into place doing our plan. (small monthly fee applies)
My guarantee: If you don't like the outcome, I don't make an income, and I will simply waive my planning fees. My advice always more than pays for itself.