Certified Public Accountants and Advisors
Mystic & Putnam, Connecticut and in Woburn, Massachusetts
Garvey, Steele & Bancroft, LLP is a full-service certified public accounting firm with locations in Mystic and Putnam, Connecticut and Woburn, Massachusetts. The firm is owned by Michael R Garvey, CPA, Richard B Steele, CPA and N. Alex Bancroft, CPA and employs approximately fifteen individuals. Services include all aspects of taxation (compliance, research, planning and representation before taxing authorities), accounting and auditing.
Our tax practice provides federal and state income tax preparation and planning for individuals, businesses, trusts, estates and not-for-profit organizations, as well as gift tax returns and personal property tax declarations. Representation before federal and state tax authorities is also available as needed.
An integral part of the tax planning and preparation process involves forward thinking. Accordingly, we work with the attorneys and financial advisors of many of our clients in the areas of estate planning, gifting, retirement planning, college funding, and long-term care strategies.
Additional business services include bookkeeping and account reconciliations, cash flow and profit forecasts and projection, assistance with business plans and CFO or controllership functions on an as needed basis.
In addition to tax and business services, we provide accounting and audit services for financial institutions, not-for-profit organizations and small governments. Specifically, our firm has made a strong commitment to serving the financial institution (mainly credit unions) industry and as such we provide a myriad of services to approximately seventy financial institutions throughout New England, New York and New Jersey. We currently serve financial institutions ranging from $1 million to $595 million in asset size.
Please call us at (860) 536-9831 to set up an appointment today!
Services for Individuals
Our services encompass nearly every aspect of financial life. We are experienced in all matters of accounting and taxation, IRS problem resolution, estates and trusts, business formation, financial planning and investment, real estate and business sales.
Our firm's reputation for providing quality service reflects the high standards we demand of ourselves. Our high standards, responsive service and specialized staff spell the difference between our firm and the rest. Our membership in Firm Foundation, a national association of independently owned and operated certified public accounting firms, provides us the resources of a national CPA firm, while allowing us to maintain the close personal relationships of a small local CPA firm. With Firm Foundation, we ensure that our clients will never outgrow our ability to service them.
Free Reports and Newsetters
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To provide excellent, timely service to our clients using cutting edge technology performed with integrity and professionalism that is unparalleled in our industry. To provide a fun yet challenging workplace for our staff to learn and grow their trade and to provide an environment that promotes a healthy work/life balance.