Most accountants do a fine job of filing tax returns, getting the right numbers in the right boxes on the right forms. But then they call it a day. The real secret to managing taxes is planning. Robert Gambardella is a member of an elite group of fewer than 60 tax advisors nationwide that are dedicated to tax planning to save clients money. Robert is a Certified Tax Coach. Certified Tax Coaches are tax professionals with advanced training in proactive tax planning. They specialize in working with affluent business owners, professionals, and investors. He'll give you the plan you need to stop wasting money on taxes you don't have to pay.
- Dominique Molina, CPA, President of the American Institute of Certified Tax Coaches
Robert, we felt like we got so much out of your tax advice and know we made the right choice. Thanks again for your guidance in our many tax questions, it was the most productive tax discussion we have had to date.
- Larry of Southbury CT
Robert is awesome. He played a large role in helping us structure our firm. He opened our eyes to several tax-saving ideas, which we never would have known about ourselves. We highly recommend to anyone!
- Leslie and Chris Silva, The Silva Law Group, LLC, Stamford, CT
I am a Financial Professional and I would not have anyone but Robert do my taxes. He has my complete faith and trust. Once I hand over my paperwork to Robert, I never think about tax time again. Again, that is, until I hear from Robert that he has submitted my forms and I should be seeing my refund in my bank account within days! Totally trustworthy, extremely competent. Like a true concierge, he takes care of it all.......
- Linda of Derby, CT
Thank you so much Robert, you are the best! Whenever I have to make a financial decision, I always know who to call. I really appreciate all of your help.
- Nancy of Stratford, CT
Robert is quite knowledgeable and patient. Tax prep for my family is a breeze now.
- Ed of Wayne, NJ
Robert's services are honest, prompt, and well-delivered. He takes the extra time to explain our returns and various options to us.
- Urvashi of Framingham, MA
I have used the same CPA to prepare my taxes for years who is a good friend of mine. But this year something just didn't seem right with my return, so I had Robert check it out. He found an error that reduced my tax liability by nearly $8,000! Needless to say, Robert will be handling my taxes from now on!
- June of Daytona Beach, FL
Robert, you and my grandparents are a perfect and true example of entrepreneurs who know the ins and outs of a business. Always on point. And I will continue to pass along more contacts when they come along. BTW, your morning newsletters are hilarious!
-Sha'Ronda of Bronx, NY
My favorite part about working with Robert is how easy and personal he makes everything. I sat down with him for a couple hours discussing what I do, and he was instantly coming up with many creative ways to save me money and maximize my deductions. I only wish I had gone to Robert sooner than I did. I learned a lot from him about taxes, and saved a lot of money too!
- Tyler in New Haven, CT
The photography forums on Facebook are blowing up talking about how fabulous Concierge Tax Services is. Robert is the BEST accountant around!
- Brooke in Milford, CT
Robert is our phenomenal tax guy. I recommend him highly!
- Tom in New York City, NY
I can't recommend this guy enough. He is an amazing tax planner/CPA/Tax coach and friend. If you are a business owner and are in need of someone to do more than just file your return, then you should give him a call.
- Matthew in Boca Raton, FL
Robert, I am unable to give you a critique since I only have praise for your work. All I can say is that its too bad more people in this world aren't as easy-going, non-pretentious, and overall as professional as you are. Maybe you can coach others to be like you. It sure would make the world a better place to do business!
- James in Westport, CT
For many CTC members, Robert generously shares his 'proprietary' materials and regularly initiates contact to see how community members are doing. He is also faithful, helpful and edifying in the forums and mastermind groups as well! Robert really is a 'poster boy' of today's young, successful accounting professionals - and most certainly CTC in particular!
- Anonymous nomination submitted for 2012 CTC Member of the Year Award
Robert, thank you for your consistent checking in and contact. I truly appreciate how communicative you are!
- Lynne R. in Hartford CT
Robert, it was great meeting you last night. I really appreciate that you took the time to go through the entire tax process in detail. I learned alot during our conversation. I am very satisfied with the experience and will be sure to recommend your services.
- Jim Williamson in Seymour CT
Robert, I have to say I'm really loving having someone else's eyes (and a very capable someone at that) on our aggregate financial activity and decisions here to keep us focused on the right things and to help us see problems much further out than we have before. That way we can become more pro-active than reactive. That's really valuable to us. I really appreciate you putting this analysis together for me so quickly. Talk to you soon!
- Geoff and Kate in Monroe CT
Robert, thanks for taking the time to meet with me yesterday. I was very impressed with the manner in which you handle and approach your services. It's great to see someone who gets that this is a service, but who also acts like a true professional, and not only do I appreciate that, but certainly respect that as well. Looking forward to having you as my new tax advisor!
- Michael in Fairfield CT
Robert, I want to let you know that I am EXTREMELY impressed with your knowledge and clear articulation of my tax situation. I sent my friend a note to thank her for connecting us. You have a client for life! Looking forward to continuing to work with you.
- Heather in Somerset NJ