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Marcum LLP Forms Connecticut Accounting Services Group for Closely Held Businesses

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New Haven, CT - Marcum LLP, a top national accounting and advisory firm, announced today that it has formed a dedicated Accounting Services Group in its New Haven, Conn., office to serve the unique needs of closely held businesses and their owners. The team of seven specialists will provide a full range of tax, audit, valuation and advisory services to entrepreneurial companies across Connecticut, to help optimize their operations and facilitate growth.

"The partners and professionals comprising the Accounting Services Group in New Haven have an intimate understanding of the specific challenges facing closely held businesses and what it takes to run those businesses successfully. Because of Marcum's extensive national resources, we are also able to provide access to a full spectrum of additional services as their needs change and they reach new plateaus of growth," said Joel M. Sachs, Tax & Business Services partner and a member of the group.

"Our new Accounting Services Group provides big firm experience to small and closely-held companies. It is an ideal scenario for businesses that require a certain level of sophistication and a thorough familiarity with the closely held business environment from their accounting and advisory consultants," said Joseph Natarelli, Partner-in-Charge of Marcum's New Haven office.

In addition to Mr. Sachs, members of the Accounting Services Group include partners Gregory DeStefano, Ronald Milone, David Reynolds and Matthias Strilbyckij; Joanne Cristiano, Director; and Gina Amarante, Supervisor.

Core services include:

  • Financial statement preparation
  • Income tax preparation and planning
  • Budgeting and forecasting
  • General ledger accounting and review
  • Payroll, sales tax and property tax return preparation
  • Cash flow management
  • Back office support including bookkeeping and bill paying
  • Representation before federal and state agencies
  • Fiduciary accounting including probate reporting
  • Accounts receivable and accounts payable management
  • Personal financial and retirement planning
  • Estate planning
  • Succession planning

For more information about the Marcum Accounting Services Group, call 203.781.9740 or email david.reynolds@marcumllp.com.

About Marcum LLP
Marcum LLP is one of the largest independent public accounting and advisory services firms in the nation, with offices in major business markets throughout the U.S., Grand Cayman and China. Headquartered in New York City, Marcum provides a full spectrum of traditional tax, accounting and assurance services; advisory, valuation and litigation support; and an extensive range of specialty and niche industry practices. The Firm serves both privately held and publicly traded companies, as well as high net worth individuals, private equity funds and hedge funds, with a focus on middle-market companies and closely held family businesses. Marcum is a member of the Marcum Group, an organization providing a comprehensive array of professional services.

 
 
 
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Marcum LLP is one of the largest independent public accounting and advisory services firms in the nation, with offices in major business markets throughout the U.S., Grand Cayman and China.

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