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What We Do

Personal Tax Return Clients
Corporate Tax Return Clients
Financial Planning Clients

Our Services

Small Business and Accounting Services

We provide personalized business services to help guide the success of our small business clients. We offer these services on both an ongoing and a special needs basis. Please call us for details on how we can fulfill your accounting needs. 860-628-0434

Visit our set of Financial Calculators for quick answers on topics such as your IRA, investments, your child’s college tuition, and your mortgage or credit card calculations.

Tax preparation and accounting services provided by Massucci & Associates are separate and unrelated to Commonwealth.

Financial Planning

By customizing your financial plan (your Life Plan) to your particular needs, CERTIFIED FINANCIAL PLANNER TM, Daniel F. Massucci, can assist in managing and conserving your wealth while minimizing taxes. In our comprehensive life planning process, you receive hands-on, personalized attention from knowledgeable, experienced professionals who can devise the most efficient plan at the most cost-effective fee. 

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Taxes

Tax, Tax Planning Services and Tax Preparation

We provide a full array of tax filing services to assure full and optimal compliance for all tax return filings, including corporations, s-corporations, LLC’s, partnerships, sole proprietorships, individuals, trusts and estates.

Experienced and complete tax return preparation, always reviewed and signed by a CPA, including complex tax filings, for Individuals, Businesses & Estates & Trusts.

Tax preparation and accounting services provided by Massucci & Associates are separate and unrelated to Commonwealth.

Planning

Massucci & Associates places considerable focus on planning as the basis for providing valuable services to our clients. We offer a complete range of planning services.  

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Business Consulting

Are you looking to secure bank financing? Trying to articulate your plans for your management team?

Our experienced business consulting team can help you. 

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Payroll Services

Massucci & Associates offers our business clients a full range of payroll and payroll tax processing and reporting including planning and administering payroll, adhering to tax deposit requirements and complete payroll tax filing compliance.

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Auditing & Financial Reporting Services

We provide a full array of financial reporting services, including, internal control assistance, procedures & systems reviews, agreed upon procedures reporting and other unique reporting as required by our clients. Our extensive range of public and private accounting experience, including Big Four and small-business public and corporate experience provides our clientele a uniquely qualified and experienced approach to financial reporting services. Aside from the ultimate financial report, our focus is upon adding value and offering useful information and recommendations to assist in the growth and success of your business

Charter Schools & Non Profit Services

Our experienced team of professionals will provide state of the art business services to your charter school that will ensure the integrity, accuracy, and timeliness of your financial data and guide your business and financial planning processes. Additionally, our technology and financial planning professionals offer a diverse range of expertise that enhances our business services.

For more than 10 years, we have provided exceptional services in the areas of financial administration and services to charter schools and non-profit organizations in Connecticut.

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Property Tax Return Preparation

Assistance with the annual preparation of local business personal property tax fillings.

Financial Planning

By customizing your financial plan (your Life Plan) to your particular needs, CERTIFIED FINANCIAL PLANNER TM, Daniel F. Massucci, can assist in managing and conserving your wealth while minimizing taxes. In our comprehensive life planning process, you receive hands-on, personalized attention from knowledgeable, experienced professionals who can devise the most efficient plan at the most cost-effective fee, including: 

  • Identify family goals regarding preservation of family wealth, retirement & education. 
  • Assist with the budgeting process, including automation and the integration of software such as Quicken. 
  • Assist with retirement planning and needs analysis. 
  • Develop an investment plan consistent with your overall Life Plan, goals and objectives.
  • Provide investment services to implement plan strategies, including the use of mutual funds, bonds and fixed income instruments to achieve desired asset allocation goals.
  • Assist with education planning.
  • Review insurance and risk issues to assure coverage and plans are adequate.
  • Estate and trust strategies, planning and administration.
  • Plan for assets with unique estate tax attributes, including retirement plan and life insurance benefits.
  • Identify potential liquidity problems caused by federal and state estate taxes, generation-skipping transfer tax, debts, cash bequests, necessary funds for the continued operation of the family business, probate, administration costs, etc.
  • Develop a lifetime gift program utilizing appropriate vehicles such as family limited partnerships, charitable trusts, and qualified personal residence trusts.
  • Help you communicate and discuss your plan with your family to ensure there is a mutual understanding of your plan and a commitment to it. 
  • Ensure the proper implementation of the estate plan .
  • Estate & Probate planning & administration to ensure your secure financial future, to protect your assets into the future, to guide wealth transfer and to assist with optimal compliance and minimization of taxes, fees and costs associated with Federal, State and local Estate & Probate filings.
  • Reduce and plan for income and estate taxes.
  • Review current wills, trust instruments, and schedules of assets.
  • Review various alternatives to the current estate plans and quantify potential tax savings.
  • Business Succession & Estate Planning based not only on maximizing financial savings but also on meeting your family’s and business’s goals and objectives for the future.
  • Examine closely held business issues, including valuation, alternative methods of paying estate tax, and the transfer and/or disposition of business interests.

Tax preparation and accounting services provided by Massucci & Associates are separate and unrelated to Commonwealth.


Planning

Massucci & Associates places considerable focus on planning as the basis for providing valuable services to our clients. We offer a complete range of planning services, including:  Business planning for strategic planning and financing requirements Planning for optimal tax cash flows and elimination of tax-related penalties and interest Financial planning to assist with budget control, goal achievement, education and retirement planning, and other planning areas Fiscal year business planning Business retirement planning.

Tax preparation and accounting services provided by Massucci & Associates are separate and unrelated to Commonwealth.


Business Consulting

Our experienced business consulting team can help you.  prepare a detailed written document describing your current operations and future business prospects and plans.  Process Improvement and Expense Analysis  Business system and process consulting services including procedure and internal systems analysis, modification, optimization, documentation and review & expense and profitability review, cost reduction and profitability optimization and improvement projects.

Tax preparation and accounting services provided by Massucci & Associates are separate and unrelated to Commonwealth.


Payroll
  • Process Improvement and Expense Analysis.
  • Business system and process consulting services, including procedure and internal systems analysis, modification, optimization, documentation and review.
  • Expense and profitability review.
  • Cost reduction and profitability optimization.