(203) 202-0246 info@clearchoicetaxservices.com
Waterbury, CT Book a Call
10+ Years 98% Satisfaction Waterbury, CT

Expert Tax Preparation & Strategic Planning

Maximize your refund and minimize headaches with a team that treats your finances like their own.

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Up-to-Date with Tax Law

We track changes so you don’t have to.

Secure & Private

Your data is protected end-to-end.

Refund Optimization

Every deduction and credit considered.

Year-Round Support

We’re here beyond April.

Why Clients Choose Us

A relationship-driven firm focused on clarity, accuracy, and long-term planning.

Personalized Advice

We learn your goals and tailor strategies to maximize outcomes for families and businesses.

Proactive Planning

Our planning approach reduces surprises at filing time and improves cash flow predictability.

Transparent Pricing

No hidden fees—clear scopes and estimates before we begin.

Fast Turnarounds

Streamlined intake and review to meet tight deadlines without cutting corners.

Services

Tax and financial solutions tailored to your situation.

Individual Tax Preparation

Federal & state returns with refund optimization.

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Support for W-2, 1099, credits, deductions, dependents, education benefits, and more.

Business Tax Services

For LLCs, S-Corps, C-Corps, and partnerships.

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Entity election, quarterly estimates, depreciation, and tax-efficient owner compensation.

Tax Planning

Year-round strategies to minimize liability.

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Projection reviews, estimated payments, retirement contributions, and investment tax impact.

IRS Problem Resolution

Audits, notices, back taxes, and penalties.

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Installment agreements, penalty abatement, offer in compromise, and representation.

Bookkeeping

Clean, accurate books all year long.

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Monthly close, reconciliations, management reports, and tax-ready financials.

Estate & Trust Preparation

Specialized returns for estates and trusts.

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Coordination with attorneys and fiduciaries for smooth administration.

How It Works

A clear 4-step path from intake to filing.

1

Consult

Discuss goals, timeline, and documents.

2

Collect

Securely upload your tax docs.

3

Prepare

We analyze and build your return.

4

File

Review, e-sign, and e-file with tracking.

Transparent Pricing

Clear, competitive pricing with no hidden fees.

Basic Individual

$150+
  • Simple W-2 Filing
  • Standard Deductions
  • Federal & State Returns
  • Direct Deposit Setup
Get Started

Small Business

$500+
  • Business Income & Expenses
  • Depreciation Schedule
  • Home Office Deduction
  • Quarterly Estimates
  • Tax Consultation
Get Started

*Final pricing depends on complexity. Contact us for a free estimate.

Client Reviews

What our clients say about working with us.

“Fast, accurate, and they found deductions I missed for years.”

— Andrea P.

“Handled my LLC and personal returns seamlessly. Highly recommend.”

— Marcus R.

“Clear communication and transparent pricing. Best tax experience yet.”

— Lila S.

Frequently Asked Questions

Quick answers to common questions.

How soon can you file my return?

Simple returns often within 48–72 hours after receiving all documents.

Do you work remotely?

Yes—secure online portal for uploads, e-signing, and virtual meetings.

What should I bring?

W-2s/1099s, prior return, ID, and relevant expense/interest/tuition forms.

Can you help with IRS notices?

Absolutely. We provide representation and resolution options.

Can you prepare multi-state returns?

Yes. We handle multi-state filings and part-year residency returns, and we work with clients in all 50 states.

How do pricing and payment work?

We provide a clear estimate up front based on complexity. Most engagements are flat-rate within our pricing tiers. Card and ACH are accepted, and payment is collected at filing.

Partners & Platforms

We work with leading institutions and software providers.

Meet the Team

Experienced professionals dedicated to your success.

Daniel Goldstein

Senior Tax Advisor

Over 12 years of experience guiding individuals and businesses toward optimal tax outcomes.

Rachel Levine

Tax Preparation Specialist

Known for meticulous attention to detail and a client-first approach to personalized tax solutions.

Aaron Rosen

Business Tax Consultant

Helps small enterprises structure their finances for efficiency, compliance, and long-term growth.

Ready to file with confidence?

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Contact Us

Get in touch to schedule your appointment.

Get In Touch

Our Office

124 Willow St unit 2, Waterbury, CT 06710

Call Us

(203) 202-0246

Email

info@clearchoicetaxservices.com

Hours

Mon–Fri: 9am–6pm • Sat: 10am–2pm (Tax Season)

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