ACT Financial Services Group, LLC CT Accountants offering a full range of accounting, tax, and small business consulting services, iincluding a full range of personal financial planning services, located in Stamford and West Redding, CT.  

 


ACT Financial Services Group LLC
Accounting, Consulting and Tax

Redding Office
West Redding, CT 06896
Phone: 203-938-5010
Fax: 203-548-9207
Email: alan@actcpa.com
Stamford Office
Stamford, CT 06902
Phone: 203-327-5010
Fax: 203-548-9207

Email: cristina@actcpa.com 

Mailing Address
54 Danbury Road #307
Ridgefield, CT 06877

 



ACT Financial Services Group LLC offers a full range of accounting, tax, and small business consulting services, including a full range of personal financial planning services. Our mission is to help our clients obtain their financial goals by providing premium service in a creative, contemporary manner.

Visit our Website which has been designed to become a helpful resource to you, our valued clients and visitors. While browsing through our website, please feel free to contact us with any questions or comments.

Member :
Accountants World
American Institute of Certified Public Accountants (AICPA)
Connecticut Society of Certified Public Accountants (CSCPA)
Stamford Chamber of Commerce

 


About Us

Mission

Our mission is to help our clients achieve their financial goals by providing premium service in a creative, contemporary manner. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Along with "hands on" personal attention, we strive to make use of the latest innovations in technology in meeting these goals. We can be available evenings and weekends when necessary to accommodate the needs of our clients.

Asking questions, looking for solutions, challenging the parameters. If this is what you are looking for you have come to the right place.


Partners Profile

 
Alan C. Tackman, CPA, Principal
Alan began his career in public accounting in the tax department of the big six firm, Touche Ross & Company. Six years later he joined a local firm, where he was promoted to partner. In 1984, Mr. Tackman, along with two other partners established Tackman, Pilla, Arnone & Company PC (TPA). TPA grew to be one of the largest multi-office local public accounting firms in Fairfield County, Connecticut.

In May 1997, he founded his own firm which has now evolved into ACT Financial Services Group LLC, specializing in small business controllership, consulting and advisory services, personal financial planning, tax planning and preparation.

Alan is a graduate of the University of Connecticut, has a Masters degree in Business Administration from the University of Bridgeport and 30 years of business and CPA experience.

EMail:
alan@actcpa.com

 
Cristina L. Andreana, CPA, Partner
Before becoming a partner in ACT Financial Services Group LLC Cristina served in the roles of vice president of finance, treasurer and corporate controller of a financial services company for seven years. She specialized in corporate accounting as well as accounting for investment funds, tax and financial reporting. Her experience included working with a trust company, broker dealers, fund accounting groups, registered investment advisors and portfolio management companies.

Cristina began her career in public accounting where she was employed as a Senior Accountant at Tackman, Pilla, Arnone & Company, specializing in auditing, tax and internal controls in service related companies.

She received her B.S. in accounting from the University of Connecticut and is also a graduate of the New England School of Banking at Williams College. She is a member of the American Institute of Certified Public Accountants and the Connecticut Society of Certified Public Accountants. She also serves on several local non-profit organization boards.


EMail: cristina@actcpa.com
 


Services

Our firm offers a wide range of services to both individual and business clients. Because our firm is relatively small, our clients benefit by receiving personalized, quality service from experienced professionals. Below is a list of the type of services we offer. As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

Also, check our "PROFESSIONAL LINKS" page to be directed to additional web sites belonging to other respected professionals, clients and friends.


Tax Preparation and Planning
Our tax preparation services are professional and personal with your needs in mind. We prepare all tax forms, including federal and all fifty states individual income tax, corporate, partnership, investment partnership, non-profit, fiduciary and estate tax returns. Proper tax planning is the key to correctly minimize your tax liability. Our approach is to listen and understand your goals and provide recommendations to save not only in the current year but going forward.

Financial Statements
Our firm provides professional compilation, review, and audit services to privately-held businesses of all sizes. We can compile your financial records into timely and meaningful GAAP-compliant financial statements, offer limited-scope review testing and deliver complete audit attestation.

Consulting and Advisory Services
We understand your need to maintain a profitable and viable business. Our experience in the corporate environment will be a valuable resource in making sure this need is met. We have the ability to prepare customized forecasting and planning scenarios. We can provide profitability analysis as well as recommending improvements to your procedures and internal control structure to enable efficient, cost effective operations with maximum protection of your assets.

Controllership
Most small to mid-size businesses cannot afford to hire a full time controller or accountant but still need the benefit of this professional knowledge and expertise. We have a solution. We provide part-time accounting services based on your circumstances. Our services include financial statement preparation, general ledger maintenance, bank reconciliation, payroll, budget preparation and analysis.

New Business Assistance
Beginning with applying for your Federal Employer Identification Number and determining the proper business type we will assist you in making the important decisions necessary to starting a new business. We will also help you create a business plan to start your business in the right direction.

Financial Planning
We understand that the needs of our clients are important. Whether you are planning for estate and retirement, the education of you or your children, succession plans for your business, or buying a new home we can help you put the proper plan together to give you peace of mind. We offer a full range of personal financial planning services and products, including insurance, asset and wealth management, and mortgage services.
 


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