Personal Accountant New Haven Connecticut

Individuals & Families

Living life well is your goal. Planning your financial security is ours.

 

For three decades, Burzenski & Company has been offering tax services and financial planning to individuals. We have built a solid, well-deserved reputation as a leader in the field. 

 

By working with individuals we build and maintain reliable, trustworthy, sound relationships, not only at tax time but throughout the year. Just as businesses need up-to-date, reliable financial assistance to make sound financial decisions, so too does an individual need a personal accountant. An individual, couple or family has a host of financial decisions to make each year. These financial issues may include education expenses, job loss or relocation, new home purchase, major home improvement projects, retirement planning, trust funds and the financial welfare of minor children. 

 

The staff at Burzenski & Company can help with an individual’s financial decision-making process by offering proactive, reliable financial advice and guidance. Our dedicated focus towards these financial matters, help provide clients with a much-desired peace of mind.

 

Our Slate of Services:

 

  • Tax return preparation
  • Estate and gift tax planning
  • Financial planning
  • Wealth management
  • Retirement planning
  • Education planning
  • Inheritance tax planning
  • Succession planning
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Minimize your tax obligation. Tax planning strategies that work.

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