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Bresnick Financial Services, LLC

Bresnick Financial Services, LLC

Reviews Summary

Bresnick Financial Services receives consistently excellent reviews for their professional, knowledgeable, and responsive tax and accounting services. Clients highlight the firm's ability to simplify complex financial matters, provide clear explanations, and deliver accurate, timely results. Many appreciate the personalized attention, thoroughness, and ethical approach, with several noting long-term satisfaction and strong recommendations. The seamless online platform and flexibility further enhance the positive experience, making them a trusted choice for individuals and businesses alike.

About This Listing

Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience
Local Tax Credits

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience
Local Tax Credits

Contact Information

Address

30 Huntington St #2

Shelton, Connecticut 06484

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed

Customer Reviews

Bresnick Financial Services made my tax return process a breeze this year! In what was a very complicated tax year, Dan made sure to find all the best options and take the time to identify new tax laws to help me with the best possible outcome. Dan is extremely knowledgeable, professional and a pleasure to communicate with. The process from uploading files to signing off on the completed return is flawless and Bresnick Financial keeps you updated along the way. Best of the best. I?m excited to have found so

Dan Bresnick CPA has helped my wife and I with our taxes for many years. He is incredibly knowledgeable, responsive, professional and great to work with. I have dealt with other accountants in the past and can honestly say that Dan is one of the best professionals in his field. We love working with him and his online platform makes conducting business a breeze. We will only be using Dan in the years to come and I feel confident recommending Bresnick Financial Services to those looking for that next level

Dan has prepared my taxes for the past couple of years. His service is extremely professional and kind. When I e-mail him or call him, he gets back to me in no time. He is extremely knowledgeable and his work is flawless. It has always been a pleasure to work with Dan and it feels great to know that I have an accountant that I can count on year after year. Prior to Dan, I was changing my accountant every year, unsatisfied with the service and outcome. I highly recommend Bresnick Financial Services. L

I have been working with Dan and Bresnick Financial for over 8 years and have been extremely happy with his service. Dan and his team are very responsive, thoughtful in providing necessary detail and delivers your return quickly and effectively. I highly recommend working with Dan and Bresnick Financial. Best Kimberly

Dan Bresnick has handled the books and taxes for our wholesale/retail business for the past year. He is professional, thorough, honest, and ethical. He is always available to take our calls, and no question is too trivial. He explains our options in detail and provides excellent counsel. I highly recommend Bresnick Financial Services to anyone looking for a CPA.

I never expected to want or need professional help with our taxes, but once our taxes started getting a bit too complicated for TurboTax and too time-consuming to figure out on our own, I turned to Dan (after first meeting someone from a local H&R Block and being pretty dissatisfied with their service and pricing approach) and now can't imagine doing without his help and professional advice. I was actually just joking the other day with my husband that our family may well grow old together with "Dan, our Ta

Dan Bresnick did the 2013 taxes for my wife and me, as well as for my mother-in-law. I had time pressure, and he delivered well before my deadline. He was both flexible and readily available. Most importantly, I expected I would have to explain some of the issues I had been dealing with, but to my surprise he already fully understood all the issues and I never had to explain a thing. He's great at what he does and I'll be going back, for sure.

I handle the financials for a non-profit club. I was looking for an accountant who knew about our type of business and was flexible, dependable and professional. I was a little hesitant to change accountants after 12 years, but Dan made the transition go so smoothly I was so pleased! Everything was transferred without a hitch and all our financials were done accurately and on time. I highly recommend this firm.

Bresnick Financial Services did an incredible job on my tax returns. They were patient and explained everything in a way that was easily understood. Highly recommend!

Dan is super knowledgable and does a great job not only maximizing our return, but helping us understand how he's doing it. I'd 100% recommend him to anyone, whether you get a w2 or own your own small business.

Bresnick Financial Services provided real, personalized service with a quick response. They take the time to research a question asked and provide an answer that makes sense. Best is it's all for a reasonable cost. I will keep using them. - used for 2012, 2013 LLC and personal returns

Mr. Bresnick is knowledgeable and responsive. Our taxes were done accurately and quickly and he made sure we understood everything necessary.

Dan is a true professional and the best accountant I have used in years.

Got some great help with reports on Quick-books. very knowledgeable.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.