Sign In Get Started

Wendy Metcalfe — CPA in Milford, Connecticut

W

Wendy Metcalfe

Certified Public Accountant | Licensed in Connecticut
0.0 (0 reviews)
Verified Licensed
270 Acorn Lane, Milford, Connecticut 06460 View on Maps

About Wendy Metcalfe

Wendy Metcalfe, a Milford, Connecticut-based CPA, brings over 15 years of experience to her clients, providing comprehensive financial guidance to small and medium-sized businesses as well as various business structures.

Her expertise encompasses basic accounting services, financial planning, and tax compliance, making her a valuable resource for entrepreneurs and business owners seeking expert advice on tax return preparation and retirement account management.

Metcalfe specializes in preparing individual and business tax returns, ensuring accurate and timely submissions to the IRS, and her knowledge of tax laws and regulations has enabled her to help numerous clients navigate complex tax situations.

Services Offered

Individual Income Tax Preparation and Filing
Business Tax Return Preparation and Filing
Self-Employed and 1099 Tax Preparation
Partnership Tax Return Preparation (Form 1065)
S-Corporation Tax Return Preparation (Form 1120-S)
C-Corporation Tax Return Preparation (Form 1120)
LLC Tax Return Preparation and Entity Classification
Tax Loss Harvesting and Investment Strategy
IRS Audit Representation and Defense
IRS Audit Preparation and Documentation
IRS Appeals and Dispute Resolution
IRS Collections and Levy Resolution
Payroll Tax Compliance and Audit Defense

Client Types Served

Individual Taxpayers and Wage Earners
Married Couples Filing Joint Returns
High-Income Earners and Professionals
Retirees and Fixed Income Individuals
Multi-State Residents and Tax Optimization Clients
Families with Investment Income and Rental Properties
Small Business Owners (1-50 Employees)
Medium-Sized Business Owners (50-500 Employees)
Home-Based Business and Side Hustle Operators
Technology and IT Consultants

Specialties

Basic Accounting Services
Corporate Tax Services
Bookkeeping Services
Individual Tax Returns
Payroll & Sales Tax Services
Sales Tax Compliance Services
General Accounting Services
Other Services
Tax Planning & Advisory Services
IRS Notice & Correspondence Services
Retirement Account Tax Reporting(Form 5500, IRA reporting)

Industry Expertise

Small and Medium-Sized Businesses (SMB)
S-Corporation Tax Planning and Compliance
Partnership Accounting and Tax Services
Limited Liability Company (LLC) Tax Planning
Solo Entrepreneur and Freelancer Tax Services
Family-Owned Business Accounting and Tax Planning
Personal Income Tax Preparation for High Net Worth Individuals

Languages Spoken

English

Availability

Available Mon-Fri, 9am-5pm. Please contact for appointment.

Reviews

Reviews

No reviews yet. Be the first to write a review!

Similar Certified Public Accountants in Milford

B
Barbara Mckeon
Milford, Connecticut
N
Nancy Robinson
Milford, Connecticut
D
David Kasowitz
Milford, Connecticut
M
Mattia Perrotta
Milford, Connecticut
R
Ralph Palumbo
Milford, Connecticut
OB
Olivia B. Daniels
Milford, Connecticut

Contact Wendy Metcalfe

Browse by Specialty

Basic Accounting Services General Accounting Services Bookkeeping Services QuickBooks Services Outsourced Accounting Services Forensic Accounting Services Individual Tax Returns Non-resident Tax Returns