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Redding Office
West Redding, CT 06896
Phone: 203-938-5010
Fax: 203-548-9207
Email:
alan@actcpa.com |
Stamford Office
Stamford, CT 06902
Phone: 203-327-5010
Fax: 203-548-9207
Email:
cristina@actcpa.com |
Mailing Address
54 Danbury Road #307
Ridgefield, CT 06877
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ACT Financial Services
Group LLC
offers
a full range of accounting, tax, and small
business consulting services, including a
full range of personal financial planning
services. Our mission is to help our clients
obtain their financial goals by providing
premium service in a creative, contemporary
manner.
Visit our Website which has been designed to
become a helpful resource to you, our valued
clients and visitors. While browsing through
our website, please feel free to contact us
with any questions or comments.
Member :
Accountants World
American Institute of Certified Public
Accountants (AICPA)
Connecticut Society of Certified Public
Accountants
(CSCPA)
Stamford Chamber of Commerce
About Us
Mission
Our mission is to help our
clients achieve their financial goals by
providing premium service in a creative,
contemporary manner. We take pride in giving
you the assurance that the personal
assistance you receive comes from years of
advanced training, technical experience and
financial acumen. Along with "hands on"
personal attention, we strive to make use of
the latest innovations in technology in
meeting these goals. We can be available
evenings and weekends when necessary to
accommodate the needs of our clients.
Asking questions, looking for solutions,
challenging the parameters. If this is what
you are looking for you have come to the
right place.
Partners Profile
Alan C.
Tackman, CPA, Principal
Alan began his career in public accounting
in the tax department of the big six firm,
Touche Ross & Company. Six years later he
joined a local firm, where he was promoted
to partner. In 1984, Mr. Tackman, along with
two other partners established Tackman,
Pilla, Arnone & Company PC (TPA). TPA grew
to be one of the largest multi-office local
public accounting firms in Fairfield County,
Connecticut.
In May 1997, he founded his own firm
which has now evolved into ACT Financial
Services Group LLC, specializing in small
business controllership, consulting and
advisory services, personal financial
planning, tax planning and preparation.
Alan is a graduate of the University of
Connecticut, has a Masters degree in
Business Administration from the University
of Bridgeport and 30 years of business and
CPA experience.
EMail:
alan@actcpa.com
Cristina L.
Andreana, CPA, Partner
Before becoming a partner in ACT
Financial Services Group LLC Cristina served
in the roles of vice president of finance,
treasurer and corporate controller of a
financial services company for seven years.
She specialized in corporate accounting as
well as accounting for investment funds, tax
and financial reporting. Her experience
included working with a trust company,
broker dealers, fund accounting groups,
registered investment advisors and portfolio
management companies.
Cristina began her career in public
accounting where she was employed as a
Senior Accountant at Tackman, Pilla, Arnone
& Company, specializing in auditing, tax and
internal controls in service related
companies.
She received her B.S. in accounting from
the University of Connecticut and is also a
graduate of the New England School of
Banking at Williams College. She is a member
of the American Institute of Certified
Public Accountants and the Connecticut
Society of Certified Public Accountants. She
also serves on several local non-profit
organization boards.
EMail:
cristina@actcpa.com
Services
Our firm offers a wide range
of services to both individual and business
clients. Because our firm is relatively
small, our clients benefit by receiving
personalized, quality service from
experienced professionals. Below is a list
of the type of services we offer. As the
list below is by no means all-inclusive,
please feel free to inquire about a service
if you do not see it listed. If it is not a
service we provide, we would be more than
happy to refer you to a qualified
professional.
Also, check our "PROFESSIONAL LINKS" page to
be directed to additional web sites
belonging to other respected professionals,
clients and friends.
Tax Preparation and Planning
Our tax preparation services
are professional and personal with your
needs in mind. We prepare all tax forms,
including federal and all fifty states
individual income tax, corporate,
partnership, investment partnership,
non-profit, fiduciary and estate tax
returns. Proper tax planning is the key to
correctly minimize your tax liability. Our
approach is to listen and understand your
goals and provide recommendations to save
not only in the current year but going
forward.
Financial Statements
Our firm provides
professional compilation, review, and audit
services to privately-held businesses of all
sizes. We can compile your financial records
into timely and meaningful GAAP-compliant
financial statements, offer limited-scope
review testing and deliver complete audit
attestation.
Consulting and Advisory
Services
We understand your need to
maintain a profitable and viable business.
Our experience in the corporate environment
will be a valuable resource in making sure
this need is met. We have the ability to
prepare customized forecasting and planning
scenarios. We can provide profitability
analysis as well as recommending
improvements to your procedures and internal
control structure to enable efficient, cost
effective operations with maximum protection
of your assets.
Controllership
Most small to mid-size
businesses cannot afford to hire a full time
controller or accountant but still need the
benefit of this professional knowledge and
expertise. We have a solution. We provide
part-time accounting services based on your
circumstances. Our services include
financial statement preparation, general
ledger maintenance, bank reconciliation,
payroll, budget preparation and analysis.
New Business Assistance
Beginning with applying for
your Federal Employer Identification Number
and determining the proper business type we
will assist you in making the important
decisions necessary to starting a new
business. We will also help you create a
business plan to start your business in the
right direction.
Financial Planning
We understand that the needs
of our clients are important. Whether you
are planning for estate and retirement, the
education of you or your children,
succession plans for your business, or
buying a new home we can help you put the
proper plan together to give you peace of
mind. We offer a full range of personal
financial planning services and products,
including insurance, asset and wealth
management, and mortgage services.
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