Connecticut Institute of Finance

Connecticut Institute of Finance

Flat Fee Tax Preparation
Only $125

Know your tax expense.
New clients have their taxes prepared at the very low introductory fee of $125. If you're a Bridgeport Police member, we'll donate $50 of that fee to the Bridgeport Police Memorial Fund. More Info... 

Your Financial Needs and Goals

Once your tax return is complete, we focus on the your financial needs and goals. We analyze cash flow, and *allocate assets so that your short-term, intermediate-term and long-term needs addressed. More Info... 

Insurance Services

Connecticut Institute of Finance Offers a Full Line of Insurance Services with Strategic Guidance to assist you in potentially Lowering Your Risk Exposure.

Goal-based Focus
In reviewing the insurance needs of the client we focus on the client's current situation and their future goals. More Info...

Tax Preparation

End April 15th Panic

What does April 15th mean to you? For many, it's like the unpleasant deadline for the student's final exam. There's that feeling that something has been left undone, incomplete.

Approach April 15th with confidence this year, knowing that you're fully prepared. Spend the day doing something you enjoy, rather than scrambling to finish your taxes. More Info...

Sound Coaching Radio Show

Featuring Bob Walsh on WICC Radio 600 AM Most Thursday Evenings at 7:00pm

Bob will be highlighting local businesses and civic organizations. He will be discussing tax and financial issues for small businesses and individuals, and local issues affecting the Fairfield county area. Call in during the show at (203) 333-9422. Send in your question and it may be aired on the next show! More Info...

Seminar Series

We offer a variety of financial based seminars on topics ranging from buying your first home to planning your retirement and a host of things in-between. Have a look through the list of seminars we offer and then join us for an afternoon or evening of refreshments, fun and information.

Be sure to invite a friend and then call or submit the form to reserve your seat as soon as possible. More Info...