Our firm has exceptional service and know-how that can take on any of your individual, estate, or business tax needs! Our preparers have years of experience dealing with challenging & complex tax situations.
Government agencies or foundation prospects may require nonprofit organizations to provide audited financial statements. Our firm has years of experience providing auditing services to area businesses and Non-Profits.
Whatever your accounting needs, we can manage it! Payroll, Bookkeeping, Estates, Trusts, Cash Management, Tax Planning, and much more!
COVID-19 Update
Due to the Coronavirus situation, and in an effort to keep everyone healthy and safe, we are limiting our direct contact with the public until further notice. Below, please find pertinent information relating to our firm's plan of action to ensure that we are proactive in the prevention of illness.
Safe and Secure Handling of Documentation
We highly encourage our clients that have not submitted their tax information to utilize our secure online portal system. It is the most effective and safe way to send and receive tax information. Now that the State of Connecticut has ordered all non-essential workers to stay home, access to hand-delivered or mailed tax information will be limited. We have established safe drop off and delivery areas at our office for your use. Please call our office for more information.
IRS Tax Filing Deadlines Have Changed
The IRS announced that the tax filing deadline for individuals and businesses who normally file returns by April 15, 2020 has been moved to July 15, 2020, including an extension to pay any balances due on the returns until July 15, 2020, without penalty or interest. The state of Connecticut has indicated that they will follow the same deadlines as the federal government. Other states may make similar adjustments.
Online Resources
Please visit our Online Resources page for more information regarding resources available during this unprecedented time.
Office Hours
Our organization will continue to be available to you during business hours via phone, fax, and email.
Mystic:
(t) 860-572-7373
(f) 860-572-0107
8:30am - 12:00pm Monday thru Friday
New London:
(t) 860-443-2033
(f) 860-444-7086
8:30am - 5:00pm Monday thru Friday
Securely Upload Your Documents!
Doherty, Beals, & Banks share file site allows our clients to sign up and securely upload their documents. Email us in order to request setting up the account.
Accounting News
COVID-19 Scams Are Everywhere Right Now. Be vigilant in a time where spammers and scammers are looking to take advantage of consumers and businesses through fraudulent sales calls, emails, texts, and phishing. COVID-19 Scams
Connecticut Governor Lamont announced yesterday that the State of Connecticut, “will roll out a small-business recovery loan fund as early as the beginning of next week to help small to mid-sized companies bridge short-term cash-flow interruptions caused by the economic upheaval precipitated by the coronavirus pandemic,” as reported by the Hartford Business Journal.
From Fox 61: HARTFORD – Secretary of the State Denise Merrill and Attorney General George Jepsen are warning businesses across Connecticut about a mailing being sent by “Workplace Compliance Services” purporting to be an official “Annual Report Instruction Form,” alleging that payment is required by Connecticut law. Click the link below for more detail: … Read more
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We are here to work with you whether your needs are personal or commercial.