Concierge Tax Services LLC

Russ Moore

Sep 22, 2021on

Super happy with Robert and his team. They are quick to reply and have always taken the time to make sure I understand their response to my questions. They are thorough and proactive in seeing what is coming our way as clients and will constantly update us with current CT tax procedures. I'll stay a client until they kick me out! :)

Lawrence Shamaly

Nov 7, 2020on

I have been dealing with Robert for years and can’t say enough about his knowledge and responsiveness to handling taxes. Wish I could find others in various trades that have his capabilities. Thanks Robert, you are the best!

Ann Braunagel

Apr 5, 2020on

Robert and his team at Concierge Tax are thorough, responsive and personable. We rely on them for taxes, accounting services and bookkeeping for multiple business and they have not let us down. They go above and beyond to educate us and to work with us to make the best financial and tax decisions. They are truly invested in us. Thankful to have them on our team.

Carla Ten Eyck

Feb 6, 2020on

I have been with Rob and his team for years and cannot recommend them highly enough. They are attentive, thorough and professional. I have literally never met anyone more excited about doing taxes than Rob. He is a consummate professional yet breaks down the confusing stuff so that I can not only understand it but implement the changes for my business seamlessly. He works with so many small businesses, if you are a small business I can't recommend Rob and his team enough!

Marie Maselli

Nov 7, 2019on

I have been using Concierge for about 7 years and have always had excellent service, fast replies to emails and phone calls. I would highly recommend Robert and his team.

Kimber Boothe

Oct 8, 2019on

We have been using Robert and Concierge Tax Services for 5 years and have had wonderful service. We continue to use their services even though we have moved out of state. They have been attentive and supportive to our unique changes and clarifications. I highly recommend.

paul ferrucci

Nov 7, 2018on

Called to make appointment not taking new clients unacceptable services

Jonathan Merriam

Dec 19, 2017on

I couldn't disagree more with the review from Ellen. Robert has been attentive to my needs and I'm not a "big customer." He responds quickly to calls and emails and has always given us great service. We've been using him for 3 years and will continue to!

Eugene DeNeutte

Nov 7, 2017on

Been using for years the best out there. I love the service and the checklists to make my life easier and the monthly emails keeping me informed of tax changes. I have recommended and would again.

Pat Freyer

May 18, 2016on

I was recommended to Robert my daughter. It was a great recommendation and after 2 years of a very professional and personal relationship, I recommend Robert and his folks as well. Moreover, he works well with our finance guy. Being a customer who always has tax type questions can be frustrating. Do I call the finance guy or the tax guy? Now that both know each other, questions are easily addressed.

Ellen Salerno

Apr 29, 2016on

This used to be a great office when they were in downtown Shelton. Now that they moved to the corporate towers, they've gotten too big too fast and sadly, the owner cannot even handle it and had to take a vacation when tax season was over due to health issues. We always took our taxes to him and were pleased. Our measly $350 payment each year isn't enough for them anymore now that they have big accounts they take on. I get it, it's a business and he's all about the money. But the service we received this year was poor and they didn't follow up on 2 questions we had, didn't finish what we asked them to do, didn't return our phone calls, and we ended up asking for our files back. Doesn't matter that they asked us to find another accountant because we planned on this being our last interaction with them anyway. If you are an individual who wants their taxes done, I'd go somewhere else. They definitely cater to the big guys.

Mike Poserina

Nov 11, 2015on

I recently ventured into my own business and did so with ZERO accounting knowledge. My wife who owns a photography studio has been using Concierge Tax Services for 2 years and was referred by numerous members in her CT photographers network. Robert educated me on my options, provided links to state & federal documents, walked me through creating and LLC, tax estimation/compliance, establishing an S-corp 7 payroll and consulted me on numerous other hypotheticals. Trust is important. My sister in-law in Westport was charged $1000+ to file for her LLC. Robert provided me the link to the states online form and directed me to mail my $150 check to them... done. I fully trust him to manage my personal and business finances and his team is thorough, very friendly/personable and above all... responsive. More than reasonable rates & great service make using Concierge a no-brainer for me.