Welcome to Concierge Tax Services!
One of the first things you’ll notice when you walk through our doors is the giant smiles on all of our faces. We love what we do! Our firm was founded on the principle of serving honest, hard-working clients and utilizing our expertise in accounting and tax planning to reduce their tax burdens so they have more money to invest, grow, and save.
To do that requires working closely with our clients to truly understand their unique financial needs and goals, and then taking a proactive approach that results in long-term tax savings. And it works. Our process has saved our clients millions of dollars!
Our mission is to provide “concierge” level accounting and tax services for our customers. We deliver those services as part of a year-round package of services, customized to your business needs and budget, billed at a flat monthly fee. We will be your trusted resource; the people you can look to for exceptional, high-quality, and personalized care for your financial needs.
At Concierge Tax Services, you have access to a team of highly trained, trusted professionals dedicated to serving your accounting, bookkeeping, tax planning, and tax resolution needs. We are licensed CPAs, Certified Tax Coaches, IRS Enrolled Agents and Tax Resolution experts.
We each have our specialties, but together, we comprise a dynamic organization ready to manage all your accounting and tax needs. Get to know us!
Meet Our Team:
Robert A. Gambardella, CPA - Principal, Tax Advisor
Robert is a nationally-recognized, award-winning tax planner and best-selling author, and has been a CPA since 2002. He specializes in proactive tax planning for business owners, focusing on independent service professionals and closely-held entities. He also provides Business Breakthrough Coaching, business valuation services, and college planning services. He has worked for major companies such as PricewaterhouseCoopers, GE Capital, and Perkinelmer, yet is an entrepreneur at heart. He enjoys playing with his two beautiful daughters, trips to Disney, working out, and setting ridiculous goals (and then achieving them!).
Lynn Frese, Office Manager and Bookkeeper
Lynn has over 15 years of bookkeeping and office management experience, and helps us keep our office running smoothly. She maintains our scheduling and internal office management systems, as well as provides Quickbooks and Xero.com accounting services to our clients. Lynn holds a Bachelor's degree from Springfield College.
Renee Daconto, Tax Accountant and IRS Enrolled Agent
Renee has over 15 years of accounting experience, holding prior positions as an auditor at Ernst and Young, as well as Director of Finance for the Greater Bridgeport Transit System. She provides tax return preparation, as well as Quickbooks and Xero.com accounting services to our clients. Renee holds a Bachelor's degree in Accounting and a Masters degree in Education from Sacred Heart University.
Heidi Klein-Robbenhaar, Bookkeeper
Heidi joined our office in February 2020 and is focused on bookkeeping for our business clients. Heidi holds an Associate's degree in Business from Gateway Community College, and graduated in December of 2019.
Jared Grillo, Tax Accountant
Jared has been with us since mid-2018, starting as an intern, and now as a professional staff tax accountant, as he has now graduated from Sacred Heart University with a Bachelor's Degree in Accounting. Jared will be working with us up until fall 2021, while he pursues his Master's degree and tackles the CPA exam. In fall 2021, he expects to join one of the Big 4 National Accounting Firms. Jared is terrific to work with, and has an amazing career ahead of him. He'll be helping our office in the role of tax accountant, and will also develop controllership and financial analysis experience during his time with us.
Madison Trask, Intern and Junior Accountant
Madison joined our office in November 2020, and is currently a Business Administration Major, with a concentration in Accounting, at Southern CT State University. She will graduate in May 2021, and then will begin an MBA Program. She brings administrative support to our office, helping to keep our systems and databases up to date, along with 1099 Form preparation and bookkeeping support too.
Concierge Tax Services, LLC is a full-service Certified Public Accounting firm licensed in CT.