At Lenkowski, Lonergan & Co., LLP, we take pride in being a trusted partner to our clients, providing expert accounting services that help businesses thrive. With a rich history dating back to 1965, our firm has evolved over the years to become a leading provider of accounting and consulting services in Connecticut and the Northeast.
Our Story
Our firm was founded by Robert A. Lenkowski, who was later joined by William M. Lonergan in 1967 and John R. Sullivan in 1971. Over the years, we have grown and expanded our team to include talented professionals like Leonard M. Romaniello, Jr., Salvatore J. Santapaola, and Sharon M. Grindle, who bring with them years of experience and expertise.
Our Services
At Lenkowski, Lonergan & Co., LLP, we understand that every business is unique, and we pride ourselves on being able to tailor our services to meet the specific needs of our clients. Our services include:
- Audit and Accounting Services: We offer comprehensive audit and accounting services, including financial statement preparation, budgeting, and financial planning.
- Tax Planning and Preparation: Our team of certified public accountants has extensive experience in tax planning and preparation, ensuring that our clients minimize their tax liabilities while also ensuring compliance with tax laws.
- Consulting Services: Our experienced professionals can help businesses with business valuation, financial analysis, and strategic planning to make informed decisions.
- Bookkeeping and Payroll Services: We offer bookkeeping and payroll services to help businesses manage their finances and ensure compliance with payroll regulations.
- Estate and Trust Administration: Our team of experts can assist with estate and trust administration, ensuring that heirs and beneficiaries receive their rightful share.
- Non-Profit Services: We specialize in providing services to non-profit organizations, helping them navigate the complexities of non-profit accounting and compliance.
Our Commitment to Quality
At Lenkowski, Lonergan & Co., LLP, we are committed to delivering exceptional service, ensuring that our clients receive the highest level of professionalism and expertise. We invest heavily in staff development, ensuring that our team members have access to the latest technology and training to stay up-to-date with the latest accounting and taxation laws.
Our Team
Our team is comprised of experienced professionals, including certified public accountants (CPAs), certified valuations analysts (CVAs), certified fraud examiners (CFEs), certified forensic forensic accountants (FFAs), certified management accountants (CMAs), and certified public bookkeepers (CPBs). Each member of our team is dedicated to providing personalized service to our clients, understanding that every business is unique and deserves a tailored approach.
Tax Return Review and Refund Experience
This review shares the author's experience of having their tax returns reviewed and discovering significant overpayments.
Background and Concerns
The author had been using a tax firm in Danbury since 1983, based on a business partner's recommendation. However, they had concerns about paying more tax than expected, with a difference of six figures.
Review and Refund Process
The author had the firm review their tax returns for the past three years, which revealed overpayments of over $54,000. While this was a positive outcome, the author wonders how much more they may have overpaid since 1983, given the limitations on reviewing past returns.
Recommendation and Confidence
Despite the discovery of overpayments, the author highly recommends the firm, citing their accuracy and commitment to looking out for clients' interests, rather than those of the IRS.
