Courtney, Fink & Forbes, LLP

Certified Public Accountants

 

719 Cottage Grove Road

Bloomfield, CT 06002

CT  (860) 242-9400  MA (413) 739-5890

Facsimile (860) 242-2644

 

 

           

 

      

 

 

Accounting/Audit/Review Compilation

Whether yours is a single-owner/employee business, or a multi-company corporation, Courtney, Fink & Forbes can provide the accounting functions you need...leaving you time and energy to concentrate on running your business.  We provide all of the necessary write-up, accounting and report preparation for your business.

Individual and Business Tax Consulting and Compliance

In today's volatile tax environment, you're forced to keep up with the ever-changing rules and regulations.  Truth is, very few people have the time and training to become tax experts.  At Courtney, Fink & Forbes, staying on top of the latest tax development is our job.  We invest our time and make use of the latest technology to provide tax-related planning alternatives.  If you are a proprietor, partner, LLC member or shareholder, we can recommend strategies for reducing your federal and state tax obligations.  Because of our team approach, we can integrate business and individual tax planning services to result in the optimum overall strategy.

Estate Planning and Administration

As the value of your estate grows over your lifetime, you and your family can benefit significantly from careful planning for estate tax consequences in the event of your death.  Your estate, which would include your principal residence, investments, retirement accounts and business interests, can be depleted as much as 55% by taxation unless the appropriate plans are structured beforehand.  Estate planning is one of our key areas of expertise; we can ensure that the maximum assets are left to your heirs and beneficiaries.  The administration of your estate is just as important as the planning.  We work with attorneys and executors in determining the proper value of your estate and the preparation of federal and state estate tax returns and probate accounting while looking for every deduction possible to help reduce your overall estate tax.

Business Valuations and Forensic Accounting

If you are buying or selling a business, want to give your business to your heirs, or are in divorce proceedings, you will need to determine the precise value of your business.  If you have a business interruption insurance claim due to casualty or theft you will need a determination of your lost income.  Courtney, Fink & Forbes has worked extensively on behalf of numerous clients in these capacities, working with attorneys and insurance companies to determine the proper business value for various specific circumstances.

COURTNEY, FINK & FORBES, LLP
Accountants for Life