*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
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.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
218 Danbury Rd
Wilton, Connecticut 06897
This was my first time filing taxes as a married couple, and I can honestly say I?ve never felt more informed throughout the process. I had several questions along the way and reached out multiple times?the team at Halpern & Associates, LLC was quick to respond, always professional, and incredibly helpful. Their responsiveness and patience made all the difference. Highly recommend working with them if you want a team that truly has your back.
This was my first time filing taxes as a married couple?and to say there were a lot of moving parts would be an understatement. I left education after seven years, launched my own business, and had additional streams of income all within the same year. The team at Halpern & Associates, LLC made this complex season feel so much more manageable. They walked me through every step, answered all my questions with care, and made sure I felt confident in every decision. I highly recommend them to anyone navigating
I?ve been working with the Halpern & Associates for seven years, and from the start, they?ve proven to be sharp, thorough, and genuinely invested in their clients? success. When I first brought them a previous tax return for review, they immediately caught missed details and provided practical advice for the future. That?s when I knew I had finally found accountants I could trust. As a family-run business, they bring a level of personal attention that?s hard to find. I started working with Barbara and have
Halpern and Associates has been outstanding to work with. They have made my tax experience on a personal and business side of things seamless. The entire team is thorough, friendly, and super efficient. My prior experiences with tax professionals required a lot more work on my end. Halpern has streamlined things and have created a system tailored to me and have taken the lead on everything A-Z tax related. I without any reservations would recommend them to handle all your tax related needs.
Halpern & Associates has been doing my taxes for the last 15+ years and they are the absolute best! They are very friendly and helpful anytime I have any questions. They are also extremely knowledgeable and highly professional. I highly recommend their services.
After being dumped by a huge accounting firm in Stamford because our account was too small (we were originally with a small firm in Wilton that got gobbled up in two mergers), we did our research and wound up with Halpern & Associates here in our home town. This firm was incredibly welcoming and totally eased the concern of making a switch. Going into our fourth year with the firm, they have been very efficient and make the process of filing taxes as stress free as it can be with great flexibility in commu
We've used Halpern + Assoc for several years and they're wonderful to work with. Zack and his team are reliable, hard-working, responsive and most importantly, on top of things even when we aren't! Highly recommend.
Halpern & Associates handle all my business tax preparation with extreme professionalism and seasoned expertise, providing excellent guidance every step of the way. Highest recommendations!
The Halpern team is great! I have leveraged their accounting expertise personally and professionally for many years. Responsive, Proactive, and Professional!
My wife and I have been using Halpern & Associates for several years now. They do excellent work in tax preparation and bookkeeping services. Would recommend!
Wonderful office! Everyone was so friendly and helpful. They took us on as new clients at the very end of tax season near the deadline with no hesitation. They have great communication, quick turnaround, efficient and professional. I have already referred my family members to them as I trust them and will definitely be staying with them! Definitely recommend Halpern & Associates. Zach was very kind and definitely helpful . Very pleased
Extremely competent, knowledge, courteous and responsive. They have been doing my taxes for a few years and so glad I switched. Highly recommend.
We've been using Halpern for about 8 or 10 years and they are absolutely the best! They promptly respond to all your questions all during the year. I find creating folders and uploading tax documents in their portal super easy. They go out of their way to provide you with past years returns the same day you request them. The cost is competitive but more importantly we value their services. Zack Halpern is our main contact and he is the best.
This will be my third year using Halpern and Associates. They are very responsive, reasonably priced and very on-top of things. Highly recommended.
Zack and team have been excellent to work with! Great guidance and quick communicators. Can't recommend them enough!
Halpern has been a trusted advisor and really, partner in mine and my family's quest for financial wellness for the last six years. Their services are of the highest quality, but beyond that, they consistently go that extra bit further to make sure we understand the specifics of everything they do on our behalf. They really do make the otherwise onerous task of yearly tax filing easy, transparent, and above all safe and secure. They are ALWAYS responsive, and I would recommend them to anyone looking for
The team at Halpern and Associates have provided excellent tax services for the past couple of years. They?ve answered all of our questions and done so in a quick and timely manner. We look forward to working with them in the future as they continue to meet the needs for our family.
The Halpern & Associates team is both helpful and accessible! We continue to use this agency based on the individual attention and quick replies from the owners. Tax season is not our favorite season but this team makes it much easier. Thanks all!
Been working with Halpern & Associates for last few years and can?t speak highly enough. Very responsive and highly professional. They take the time to walk you through the process and answer any questions that arose. Highly recommend.
Zack and his team are great and super easy to work with. We have worked with them for several years to file tax returns. They are very responsive and we have always had accurate tax returns.
Halpern and Associates are great. I have been using them for over a decade and every year my taxes are done quickly, thoroughly and professionally. Anytime I have a question they are quick to respond and happy to discuss. This is a business that truly values their clients. I highly recommend!
Halpern & Associates has been doing my taxes for years. I love them and wouldn't use anyone else. You can trust them with your tax returns!!!
Zack and team have been extremely helpful with guiding me through some tax issues from past years when I was audited and were once again helpful and quick with getting my taxes done this year. Zack is always very quick to respond to any questions I have and makes the whole process very easy.
The Halpern team provided excellent tax services and answered all of our questions timely. Looking forward to working with them again. Highly recommend!
Our experience with Halpern & Associates LLC was better than 4 stars. My wife and I have always done our own taxes, but wanted a professional. We were treated like family from start to finish. I would recommend (and already have recommended) Halpern & Associates to friends.
Lovely people to work with! Zack was super quick to respond, answered all my questions, and got us squared away with the least amount of pain i?ve ever had doing my taxes. Cannot recommend them enough.
Strong resource for tax preparation and support. Highly responsive to inquiries. A pleasure to work with.
We wanted to thank Barbara, Zack and Patti for all your help and work in filing our 2023 taxes. You all made it very simple for us and the communications to us from the entire team was outstanding. We really appreciated all you did and we wanted to be sure we acknowledged your fine work.
Efficient. On time. Knowledgeable. Personable. Local. Same day responses to questions. What more do you want?
I have been working with Halpern & Associates every tax season for over 20+ years. I cannot say enough good things about them. They have handled our personal returns, my husband's own business and for a short while, my own personal business. Barbara Halpern has a very dedicated staff who are all top notch and very responsive. I have had several friends who cannot say the same about their accountants. If you are not happy about your current situation with your accountant, seriously consider reaching out to t
I would highly recommend Halpern and Associates. They have done an excellent job in helping me file my tax returns; and, as a 1099, shown me which deductions I am eligible for.
Do not use this company! I dealt personally with Patti, and then Barbara Halpern. Both of them will answer the first few emails, then stop responding. When I showed up in person they claimed they didn?t receive any emails. They both know they failed to do their jobs and respond to their customers. I ended up having to hire someone else to clean up their mess.
I would highly recommend Zack and his team! Zack was professional, knowledgeable, reliable and very quick in his communication! Thanks for an easy and seamless process to file our taxes this season!
I feel like I am always in good hands when working with Barbara Halpern and her team. Halpern and Associates always provides timely tax saving strategies and is prompt in answering our questions. I highly recommend their services!
Its a family affair! Professional and very hands on. Highly recommend.
Halpern & Associates have handled my family?s taxes for the last several years as they have gotten more complex. The staff is professional and responsive and our business is always handled with urgency and all of our questions are answered quickly. We will be clients for the foreseeable future.
This is a fantastic firm! They have been doing our taxes for the past few years and my husband and I have been EXTREMELY pleased. They make the process seamless and always do the best they can to maximize our refund (asking all the right questions so that we don't miss anything!). Do yourself a favor and choose Halpern and Associates - you won't be disappointed!!
Fastidious, communicative, and always available. Had a great experience.
Halpern & Associates is exactly the local accountant we were looking for. They are welcoming, friendly, experienced, and didn't mind both times we brought our infant: it's a family atmosphere. Their preparation fees are reasonable and they are VERY generous with their time, they don't rush you, and will sit with you until all of your questions are answered.
Halpern and Associates made doing my taxes so EASY! Since I live on Long Island, I sent them all of my paperwork and they took care of the rest. Any questions they had for me or I had for them I was able to email and get a quick response. Don't bother with the DIY tax options. Go to the pros for your tax return needs!Highly recommended!
Barbara & her entire staff are highly professional, very knowledgeable and respond in a timely and helpful manner. They have given me great advice over the years and are the ultimate pros at giving superior personalized service. Our entire family uses their services and we have recommended them to all of our friends and colleagues.
Highly recommend. They were great to work with and were able to sort out a complicated tax situation very quickly. I wish I would have started using them years ago!
A truly wonderful, fabulous experience! Barbara is very kind and friendly! She is extremely knowledgeable about Quickbooks and was very patient teaching a novice like me! The office staff was also great and I felt at ease immediately with everyone. I wholeheartedly recommend Barbara and her team.
Halpern & Associates have been filing my taxes since 2015 after I switched over from H&R Block... and let me tell you that the difference is like night and day. With Halpern & Associates you get a personalized experience and it feels like they truly care about you and any concerns you might have. Zack Halpern has gone ABOVE AND BEYOND every year, digging deep to make sure that after every tax season my head is still held high and that I have a few extra dollars in my pocket. The fee for Halpern & Associates
Zack has been doing my taxes for the past 3 years and he's been great. They are very responsive to any questions I have.
We were using turbo tax before we started using the Halperns and we were always nervous that we were doing our taxes wrong or not utilizing all the deductions we could for our business. The Halperns are SO knowledgeable and are always there for us when we have any questions! Top notch service and super fair pricing!
Barbara, Zach and Brian were great. They answered all my questions. They were very patient and accommodating. The thoroughly explained my tax return with me. I couldn?t be more pleased with there service. I will highly recommend them to all of my friends and family.
I?ve been using Halpern and Associates for years now. Professional, timely and very easy to deal with. My tax returns have shown me just how good they are.
Halpern and Associates are fantastic. Each year, my taxes are done quickly and professionally, and I have always been happy with the output. I highly recommend.
We are so happy with the service we receive from the Halperns and staff for our business and personal accounting and taxes. They have been super helpful since we started the business and have always been available to assist with any questions we had. I highly recommend them.
Been working with Halpern and Associates for the past few years and couldn't be happier. They're very knowledgeable and always prompt in responding to questions. Highly recommend.
Couldn't be happier with the service we received at Halpern and Associates. Zack has been doing our taxes for a couple of years and his hard work always shows in our our refund. Thanks for the extra diaper money Zack and team!!!!
Halpern & Associates does a great job at making me feel comfortable that I am making the right decisions and that they have my back. Trustworthy and professional - a truly great team!
I switched my organization and my family's financial matters to Barbara after years of using a Big 5 firm. My only regret is not doing it sooner. This family-run firm punches above its weight, offering top-notch advice along with the most precious of commodities: time.
Great experience from start to finish. Such a pleasure to work with everyone on the team. So glad we made the switch! Thank you!
I had the pleasure of dealing with a man named Zack. He was not only professional and attentive but made the process amazingly easy for me!!! I will definitely be coming back to them next year!!!!
They are excellent in their work and after many years of their service, they feel like extended family to me. Don't hesitate to use them.
I would not recommend this firm at all. They do NOT respond to emails or phone calls. I would not trust them with your taxes. Also, their office has papers everywhere which raises concerns for whether your information is kept private. Very unhappy with them. They have had many chances to address the small issue I had and never did.
I needed help with a more complicated tax year in 2016, and the Halpern's quickly and accurately completed my tax return. They provide responsive and helpful service. Thank you!
I have been using Halpern & Assoc. for many, many years. I give them my highest possible rating due to their timely, responsive, extraordinarily competent and dependable service!
One of the best decisions we ever made was going to Halpern & Associates and everyone we have recommended them to agree. Excellent advice and professional service.
Barbara and her team are the best. Couldn?t be more happier. She?s very helpful and always puts you first before anything.
Couldn't ask for better... personal, efficient, and friendly service! I've been a client for many years and have always had excellent experiences.
Always professional & attentive from beginning to end! If I had to sum up my experience with one word it would be "STELLAR"
Halpern has been helping me for years, great staff and wonderful family business!
This business is the best with customer service needs, dealing and helping with all things financial.
They are a great team of CPAs and as a financial advisor in CT, I would give them my highest endorsement.
Very skilled and helpful staff. They provided me with expert advice on my tax questions.
Barbara helped me so kindly, efficiently and quickly early on a Saturday a.m.! She is a powerhouse!
Great, professional staff and helpful with information. They really take the time to meet and go over all your needs.
Fantastic tax experience from real professionals that take their time and are organized!
Excellent ! Quick turnaround time. Would highly recommend !
Fantastic services, hands down.
Professional, knowledgeable, courteous and responsive to both phone and email inquiries.
Great service!! Fast, accurate, and friendly!! A+++++++
Excellent advice and in-depth knowledge of complex subjects.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.