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Concierge Tax Services LLC

Concierge Tax Services LLC

Reviews Summary

Most reviews praise Robert and his team for their thoroughness, responsiveness, and professionalism, with many highlighting their expertise in taxes and small business services. Long-term clients appreciate their proactive communication, educational approach, and personalized attention. However, a few negative reviews cite declining service quality after expansion and unavailability for new clients. The majority strongly recommend their services, emphasizing trust and reliability.

About This Listing

Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks

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

Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks

Contact Information

Address

55 Merritt Blvd Suite 110

Trumbull, Connecticut 06611

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

Super happy with Robert and his team. They are quick to reply and have always taken the time to make sure I understand their response to my questions. They are thorough and proactive in seeing what is coming our way as clients and will constantly update us with current CT tax procedures. I'll stay a client until they kick me out! :)

I have been with Rob and his team for years and cannot recommend them highly enough. They are attentive, thorough and professional. I have literally never met anyone more excited about doing taxes than Rob. He is a consummate professional yet breaks down the confusing stuff so that I can not only understand it but implement the changes for my business seamlessly. He works with so many small businesses, if you are a small business I can't recommend Rob and his team enough!

Robert and his team at Concierge Tax are thorough, responsive and personable. We rely on them for taxes, accounting services and bookkeeping for multiple business and they have not let us down. They go above and beyond to educate us and to work with us to make the best financial and tax decisions. They are truly invested in us. Thankful to have them on our team.

I was recommended to Robert my daughter. It was a great recommendation and after 2 years of a very professional and personal relationship, I recommend Robert and his folks as well. Moreover, he works well with our finance guy. Being a customer who always has tax type questions can be frustrating. Do I call the finance guy or the tax guy? Now that both know each other, questions are easily addressed.

We have been using Robert and Concierge Tax Services for 5 years and have had wonderful service. We continue to use their services even though we have moved out of state. They have been attentive and supportive to our unique changes and clarifications. I highly recommend.

I couldn't disagree more with the review from Ellen. Robert has been attentive to my needs and I'm not a "big customer." He responds quickly to calls and emails and has always given us great service. We've been using him for 3 years and will continue to!

This used to be a great office when they were in downtown Shelton. Now that they moved to the corporate towers, they've gotten too big too fast and sadly, the owner cannot even handle it and had to take a vacation when tax season was over due to health issues. We always took our taxes to him and were pleased. Our measly $350 payment each year isn't enough for them anymore now that they have big accounts they take on. I get it, it's a business and he's all about the money. But the service we received this y

I recently ventured into my own business and did so with ZERO accounting knowledge. My wife who owns a photography studio has been using Concierge Tax Services for 2 years and was referred by numerous members in her CT photographers network. Robert educated me on my options, provided links to state & federal documents, walked me through creating and LLC, tax estimation/compliance, establishing an S-corp 7 payroll and consulted me on numerous other hypotheticals. Trust is important. My sister in-law in W

I have been dealing with Robert for years and can?t say enough about his knowledge and responsiveness to handling taxes. Wish I could find others in various trades that have his capabilities. Thanks Robert, you are the best!

Been using for years the best out there. I love the service and the checklists to make my life easier and the monthly emails keeping me informed of tax changes. I have recommended and would again.

I have been using Concierge for about 7 years and have always had excellent service, fast replies to emails and phone calls. I would highly recommend Robert and his team.

Called to make appointment not taking new clients unacceptable services

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.

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