We work with families and small business owners who want a comprehensive understanding of their finances and an integrated plan for them to work together efficiently. Complete tax, financial planning and investments under one roof including: income tax preparation and planning, investment planning and management, insurance review and planning, estate and trust planning, trustee services, financial planning and retirement planning.
I’m a Financial advisor who specializes in tailored solutions for retirement planning and income. I offer a FREE consultation to see if I can help you. Please contact Jeffrey Rockwell, Founder and Partner.
World Class Professional Services Exceeding Expectations The Firm, Totilo & Company, LLC is a dynamic, growth oriented accounting and consulting firm. Founded in Stamford Connecticut in 1983 by Michael A. Totilo, CPA, the firm has grown exponentially over the last 33+ years. Our professional staff is directed by Michael A. Totilo, CPA, Managing Partner and Ciro J. Pirone, CPA, Tax Partner, whose total combined experience exceeds 78 years; supported by a professional staff of six and four support staff. Our Firm strives to provide world class quality professional services with our Partners' personal involvement at a reasonable cost and pride ourselves on combining professional expertise with practical business sense. We continually try to exceed our clients' expectations. Celebrating over 33 years in business, our diverse client base includes closely-held businesses whose annual sales range from several hundred thousand to over $125 million dollars with the majority of clients sales ranging from $2 to $45 million. We concentrate on serving closely-held businesses, start-up situations and fast-track entrepreneurs. Each engagement is custom designed to provide our clients' with substantial "hand holding" attention and effective business and tax advice from our team of partners and professional staff. The Partners maintain a "hands on" approach with a philosophy to promptly respond to the needs of our clients.
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