Specializing in Tax, Accounting and Auditing Services, and  Business Solutions

 

 

Services

Our concept of service is predicated upon giving you the personal attention you deserve and offering you the same professional advice we would choose for ourselves. We will help you recognize and deal with a variety of financial situations. To effectively offer quality service to our clients, we must make constructive suggestions and, therefore, must be aware of your contemplated financial decisions. The philosophy of our Firm is structured around continuing service to our clients and not just performing year end accounting and tax services.

We believe that the most important benefit you will derive from your relationship with our firm will be prompt, high quality personalized service.

The services listed are by no means all-inclusive; please feel free to inquire about any service not listed.  If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

Learn more about our Business and Individual services below 

Business Services

We assist our clients by providing a full range of services to business owners including:

  • Evaluating and assisting with starting a new business

  • Performing Tax Compliance

  • Performing Tax Research and Planning

  • Preparing Multi-State and Foreign Tax Filings

  • Improving Internal Financial Reporting and Controls

  • Performing Reviews and CompilationEngagements

  • Performing Audit Engagements

  • Performing  Agreed-Upon Procedures Engagements

  • Preparing GAAP Compliant Financial Statements

  • Business succession planning

  • Financial Budgeting and planning

  • Assisting with computerized accounting Implementation

  • Due diligence services for acquisitions

  • Consulting services for sale of business

Individual Services

We assist our clients by providing a full range of services to individuals including:

  • Performing Tax Compliance

  • Performing Tax Research and Planning

  • Preparing Multi-State and Foreign Tax Filings

  • Preparing Estate and Trust Returns

  • Preparing of Gift Tax Returns

  • Preparing 1099 filings and Personal Property Tax

Tax Preparation and Planning

Preparing your own income tax return can be a task that leaves you with more questions than answers.  Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits which you are entitled. Even if you use a computer software program there's no substitute for the assistance of an experienced tax professional. Your return will be checked and rechecked by our advanced computer software identifying potential problems the IRS may look at more closely to limit IRS contacts.  Your tax return can be electronically filed so that you get your refund quicker.

A well-prepared, carefully reviewed tax return is only one facet of our overall approach to quality tax services. Our philosophy is to maintain ongoing communication with our clients throughout the year and to keep them advised of new developments in the tax laws to identify planning their opportunities and potential impact. This personal approach enables us to recommend ways to reduce or defer taxes, make strategic planning suggestions, avoid penalties, meet filing deadlines, improve financial reporting, and plan for the future.Nothing strikes fear in the hearts of people more than receiving an IRS and/or DRS letter for unfiled tax returns, unpaid taxes, tax liens/levies and audits.  Federal and state taxing authorities are becoming more relentless in their pursuit and can make your life miserable until all the money owed is collected. We’re here to help you resolve your tax problems with the expertise necessary to navigate this stressful process.As your IRS and/or DRS Representative, we will ensure that the taxing authorities act within their guidelines and follow proper procedures when dealing with you. We will also make sure that your taxpayer rights are not violated and that the taxing authorities do not force you to reveal information that you may not be required to. You will no longer have to deal directly with the IRS or DRS when you have us act on your behalf.

 

Estate Planning

Estate planning on your own can be complicated and costly. And the list is endless... state taxes, bureaucracy, probate courts, unfair appraisals, health care concerns, eligibility of heirs, life insurance, IRA's, 401K's, annuities, burial or cremation costs  to name a few. Not knowing your legal rights and financial options often ends up costing you more in the end.

Planning what happens to your estate when you're gone can seem frustrating and intimidating without qualified help.

Every estate planning situation is different. In order to help you, we want to know you, your unique situation, and the nature of your relationships. We offer discussion, recommendations and useful research tools to make your planning simple, efficient, and worry-free. We offer help in working with you and your estate planning attorney to craft a plan that works best with your objections and that adequately provides for your heirs.

 

OUR VISION

Our goal is to help guide our clients through challenging and changing economic environments for financial success. 

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with our clients. 

We thrive on empowering ourselves through continuous training, establishing a broad base of services, strengthened by innovative and advanced, leading-edge technology. 

The firm’s expert knowledge enables R. L. DePanfilis & Company, LLC to exceed our clients’ expectations.

 

Our Members

Member: David W. Gibbs, CPA

 

David has spent his entire career in public accounting with a concentration in taxation with 30 years of experience in various aspects of federal, state and local tax matters. He is principally responsible for the tax practice of the firm. This practice area covers tax planning, compliance and problem/resolution of the firm's small business, individual, estate, and trust clients.

David joined the firm in 1994 after having practiced with several other local CPA firms in Fairfield County.

David received his certification as a public accountant in 1996. He graduated from Sacred Heart University with a Bachelor of Science degree in accounting. He is an active member of the American Institute of Public Accountants, Connecticut Society of Certified Public Accountants and Nutmeg Tax and Executive Committees.  He also serves as treasurer, board chairman and board liaison to several local and regional religious and non-profit organizations.

Member: Kenneth T. Miller, CPA

Ken has a broad background in public accounting and taxation. With over 30 years of experience in public accounting, he is responsible for the accounting and auditing division of the firm which has successfully passed it's Connecticut Peer Review administered for the American Institute of Certified Public Accountants.

He has been with the firm over 20 years. Prior to joining the firm, Ken has worked for a few different regional and local firms one of which was a 110 person firm which is now part of J. H. Cohn, LLP.

He is certified as a public accountant in both Connecticut and New York and has been practicing since 1988. He graduated from Boston University’s School of Management with a bachelor’s degree in business administration with a concentration in Accounting. He is an active member of American Institute of Certified Public Accountants, Connecticut and New York Society of Certified Public Accountants and the Nutmeg Accounting & Auditing Committee.

Founding Member: Ralph L. DePanfilis, CPA

 

Ralph L. DePanfilis is the founding member of R. L. DePanfilis & Co. LLC. 

Ralph began his career in public accounting with Ernst & Young until 1979 when he formed R. L. DePanfilis & Company LLC. He has over 30 years of experience in accounting, auditing and management and business consulting to closely held businesses in a variety of industries as well as tax preparation and planning for businesses and individuals. 

 

He is also a member of the American Institute of Certified Public Accountants (AICPA), Connecticut Society of Certified Public Accountants (CTCPA), AICPA Tax Division, CTCPA State Government Affairs Committee, CTCPA Investment Committee, CTCPA Accounting and Reporting Standards Committee, past Chairperson of CTCPA Legislation Committee and past Board of Governors of CTCPA. Ralph graduated with Magna Cum Laude with a Bachelor of Science Degree in Accounting from Bentley University.

 

CONTACT US

For any general inquiries, please fill in the following contact form:

13 Byington Place
Norwalk, CT 06850

Email: info@depanfilis.com
Tel:  203.853.1040 

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