Tax Services in Darien, CT

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List of Firms

Top Darien, CT Tax Preparers

Walter, Berlingo & Co.
Location 280 Tokeneke Rd, Darien, CT 06820, USA
Phone (203) 655-2800
Mc Kenna & Sachs
Location 110 Post Rd, Darien, CT 06820, USA
Phone (203) 655-3500
The 25th Hour, LLC
5 out of 5
Location 320 Boston Post Rd Suite 180-118, Darien, CT 06820, USA
Phone (860) 901-2525
RMJR Tax and Accounting
5 out of 5
Location 815 Post Rd, Darien, CT 06820, USA
Phone (203) 716-2004
William H Parr & Company, LLP
Location 381 Post Rd, Darien, CT 06820, USA
Phone (203) 655-8261
Thomas Whelan LLC
Location 870 Post Rd, Darien, CT 06820, USA
Phone (203) 656-3010
Tax Accountant in Darien, CT

Where Tax Accountants in Darien, CT Serve

Darien, CT is a charming coastal town located in Fairfield County, Connecticut. It is home to a plethora of landmarks, including the picturesque Weed Beach, the historic Darien Playhouse, and the stunning Pear Tree Point Beach. The town is also known for its top employers, such as the multinational investment bank Goldman Sachs, the global management consulting firm McKinsey & Company, and the prestigious Darien Public Schools. Major highways and streets in the area include Interstate 95, the Merritt Parkway, and the bustling Boston Post Road. Darien is divided into several beautiful neighborhoods, including Noroton Heights, Tokeneke, and the coveted Delafield Island. With its rich history, natural beauty, and thriving business community, Darien is truly a gem in the heart of Connecticut.

Financial Services Related to Tax Planning in Darien, CT

Banks and Credit Unions

Residents of Darien, CT can benefit from a bank in numerous ways. For starters, a bank can provide them with a safe and secure place to store their money and valuables. Additionally, banks offer various financial products and services, such as loans, credit cards, and investment options, that can help residents achieve their financial goals. Darien, CT is known for its affluent population, and banks can provide tailored services to meet the unique needs of high-net-worth individuals. Moreover, banks can support the local economy by providing loans and financing to small businesses in the area, which can create jobs and boost economic growth. Overall, a bank is an essential resource for residents of Darien, CT, as it can help them manage their finances, achieve their goals, and contribute to the local community.

Insurance Broker

Residents of Darien, CT can benefit from the expertise of an insurance broker in several ways. With its high cost of living and affluent population, Darien presents unique insurance challenges that require a broker's specialized knowledge. For example, a broker can help residents navigate the complex world of high-value home insurance, which is essential for protecting the town's many multi-million dollar properties. Additionally, brokers can assist Darien residents in securing adequate coverage for their boats and yachts, which are a popular pastime in the town's coastal community. Finally, a broker can help residents find the best health insurance plans to meet their needs, given Darien's high healthcare costs and the town's proximity to top-tier medical facilities. With an insurance broker's assistance, Darien residents can rest easy knowing they have the coverage they need to protect their assets and their health.

Retirement Planning

Residents of Darien, CT would greatly benefit from the expertise of a retirement planner. With the town's high cost of living and affluent population, it can be difficult for individuals to navigate their retirement savings and investments. A retirement planner can assist in creating a personalized plan that takes into account the unique financial situation of each resident, including potential sources of income such as real estate investments or stock options. Additionally, a retirement planner can advise on tax strategies and estate planning, ensuring that residents are able to leave a legacy for their loved ones. With the complexity of financial planning, it is important to have a professional guide to help residents make informed decisions and achieve their retirement goals.

Wealth Management

Residents of Darien, CT could greatly benefit from the expertise and guidance of a wealth manager. With the town's high median household income and expensive cost of living, it can be challenging for individuals to effectively manage their finances and investments. A wealth manager can provide personalized financial planning services, tailored to the unique needs and goals of each client. This could include investment management, retirement planning, tax optimization strategies, and estate planning. Additionally, with Darien's close proximity to New York City and its bustling financial industry, a wealth manager can provide valuable insights and connections to help clients navigate the complex financial landscape. Overall, a wealth manager can help residents of Darien achieve greater financial security and peace of mind.

Financial Advisor

Residents of Darien, CT can greatly benefit from the services of a financial advisor. With a median household income of $208,000, many residents of this affluent community may require assistance managing their finances. A financial advisor can help Darien residents create a comprehensive financial plan that takes into account their unique goals and circumstances. This may include retirement planning, investment advice, tax planning, and estate planning. Additionally, a financial advisor can provide guidance on navigating the complex world of finance and investing, which can be particularly helpful for those who are new to managing their wealth. With the help of a financial advisor, residents of Darien can feel confident in their financial decisions and work towards achieving their long-term financial goals.

Mortgage Loan Officer

Residents of Darien, CT could benefit greatly from the services of a mortgage loan officer. Specifically, these professionals can assist in navigating the complex real estate market in this affluent community, where the median home value is over $1.5 million. With their expertise in mortgage products and interest rates, loan officers can help residents secure financing for their dream homes or investment properties. They can also provide guidance on the various loan options available, such as adjustable-rate mortgages or fixed-rate mortgages, and help residents choose the one that best fits their financial goals. Furthermore, loan officers can work with residents to negotiate favorable terms and rates with lenders, potentially saving them thousands of dollars over the life of their loan. Overall, the services of a mortgage loan officer can make the home-buying process in Darien, CT much smoother and less stressful for residents.

Estate Planning Lawyer

Residents of Darien, CT can greatly benefit from the services of an estate planning lawyer. These legal professionals can assist with a wide range of tasks, including drafting wills and trusts, creating powers of attorney, and establishing healthcare directives. Additionally, estate planning lawyers can help Darien residents navigate the complex tax laws that apply to inheritances and estates, ensuring that their loved ones are not burdened with unnecessary financial obligations. Given the high property values and affluent population of Darien, it is especially important for residents to work with an experienced estate planning lawyer who understands the unique challenges and opportunities presented by the local real estate market. By taking a proactive approach to estate planning, Darien residents can ensure that their assets are protected and their wishes are respected, even after they are gone.


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