ADVISORY

ADVISORY is an accounting firm offering tax, accounting and advisory work, with a focus on tax-efficient planning for its clients. The team includes CPAs and an enrolled agent, and the firm aims to be proactive and responsive to client needs.

The main office is in Madison, with additional offices in Old Saybrook, Stratford and Trumbull. The Trumbull office is by appointment only, and the main office keeps weekday business hours, so calling ahead is wise before stopping by. The website also offers newsletters with articles and interactive financial calculators for anyone who wants to plan before reaching out.