Welcome to Concierge Tax Services!
One of the first things you’ll notice when you work with us, 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 or personal 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 business growth needs. We are licensed CPAs, IRS Enrolled Agents and Quickbooks ProAdvisors.
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 services. He was recently named by Forbes as one of the Top 100 Tax Accounts to follow on Twitte. 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, watching Mets baseball and Auburn football, 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, provides Quickbooks and Xero.com accounting services to our clients, and handles all of our payroll and 1099 reporting requirements. 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, and is currently pursuing a Masters in Taxation degree from Golden Gate 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.
Ebou Bobb, Bookkeeper and Tax Accountant
Ebou joined our office in July 2021, starting as a bookkeeper, and will attain the tax accountant title in time for next tax season. He has a Bachelor's Degree in Accounting from Queens College, and a Master's Degree in Accounting from DeVry University. Ebou is currently pursuing the IRS Enrolled Agent credential as well. Prior to joining us, he was an auditor with the NY State Tax Department. Ebou is terrific to work with, and is a proud dad of 3 daughters.
Madison Trask, Intern and Junior Accountant
Madison joined our office in November 2020, and recently graduated from Southern CT State University with a Bachelor's Degree in Business Administration, with a concentration in Accounting. In the fall, she will begin an MBA Program at SCSU. She brings administrative, bookkeeping and 1099 prep support to our office, helping to keep our systems and databases up to date.
Concierge Tax Services, LLC is a full-service Certified Public Accounting firm licensed in CT.