Reynolds & Rowella provides current, accurate tax advice and preparation services for businesses. Our approach to tax planning has several objectives including: minimizing the impact of taxes; obtaining the best financial reporting results; and planning transactions to minimize disputes with the Internal Revenue Service and other taxing authorities. We believe in taking the initiative and are committed to working with our clients to insure tax-planning opportunities are recognized and employed. Our professionals are trained to prepare your returns in the most cost-effective and thorough manner using a state-of-the-art computerized return preparation system.

The Challenge
Success should give you the freedom to do what is important. However, the complexities of managing your money and planning your financial future can become an obstacle to your most precious possessions - time and peace of mind. Do you find that you are spending too much time managing your finances every month, or even every week? Do you wish that you could simplify your personal finances while maintaining your privacy and security?

Time to call in Reynolds & Rowella
As experienced Certified Public Accountants we offer the most up to date tax advice and financial information. At Reynolds & Rowella we provide a customized financial management service approach targeted to your individual financial and personal needs.

Our services range from personal record keeping to asset transfer programs, from tax and estate planning to strategic investment planning. We manage the details - so you can focus on your priorities. From making timely bill payments and reconciling accounts, to general financial guidance and oversight, we deliver the targeted help and expertise on which you can depend.

We offer a full range of personal financial management services including:
Bill paying, including resolution of discrepancies, and correspondence with vendors
Preparation of personal financial statements and cash flow analysis
Management of direct deposit and transfers
Maintenance and reconciliation of checking and/or saving accounts
Preparing of monthly QuickBooks® reports for your review

Direct Services

Routine Accounting and Bookkeeping
We will process the following financial data using QuickBooks® software:
Accounting for client’s income. We will deposit all receipts into your checking account and summarize all receipts on a monthly basis, making sure all revenues are received.
Payment of bills. We will prepare all checks for payments to be signed by the proper designee. We will review all items presented for payment for validity.
Conduct routine financial transactions. We will prepare all bank reconciliations and review all disbursements and insurance coverage for rationality.

Assurance Services
Review of routine financial information. We will examine financial information prepared by others to ascertain that transactions were reasonable and in compliance with pre-established criteria.
Provide information to responsible parties. We will summarize financial transactions and report periodically (monthly or biweekly) to you.

Available services not included in this package:
Investment advice
Investment tracking
Healthcare maintenance issues
Tax advice

 
A Firm Commitment to Quality and Service.
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Contact

Three Convenient Locations

90 Grove Street
Ridgefield, CT 06877
tel: 203.438.0161


51 Locust Avenue
New Canaan, CT 06840
tel: 203.972.5191

87 Old Ridgefield Road
Wilton, CT 06897
tel: 203.762.2419

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