About Us

BlumShapiro is New England's largest regional accounting, tax and business consulting firm based in Connecticut with offices in West Hartford, Shelton, Westport and Waterbury.

Our size has allowed us to develop specialized industry knowledge and dedicated staff in our primary service areas—privately held businesses, non-profit organizations and government entities. We continue to adhere to the same belief embraced by our firm's founders more than four decades ago—to offer customized services to meet our clients’ individual needs. This belief translates into a commitment to provide every client with the personalized attention of a partner, specialized knowledge of the client’s company and industry, and resources tailored to client needs. Over the past six years, we have successfully acquired over 90 clients formerly served by national CPA firms.

Privately Held Businesses
Our client base includes a broad range of businesses, including major concentrations of clients in manufacturing, distribution, construction, auto dealerships, healthcare, professional services and real estate. We enjoy close interaction with our clients and understand clearly that our true objective is to help the owners and managers of those businesses achieve their financial goals. Some of the customized service offerings for business owners include entity structuring to maximize tax benefits, management and family succession planning, and estate and trust planning.

Our tax department includes over 50 dedicated tax professionals, with specialists in state and local tax, corporate and individual tax planning, estates and trusts, sales and use tax, and real estate cost segregation.

Services to Non-Profit Organizations
Non-profit organizations have unique needs and BlumShapiro has made a significant investment in staffing, training and services to meet these needs. We serve more than 180 organizations, including educational institutions, human service agencies, long-term care facilities, government-funded residential and day treatment programs, professional, trade and economic development associations and community and private foundations. We perform financial statement audits, provide tax services and specialized consulting services. We meet with audit or finance committees prior to our fieldwork and after completion of financial statements and audit reports to ensure the scope and results of our work are clearly understood.

Municipal and Governmental Clients
Throughout our history as a firm, we have served as auditors for municipal and quasi-government organizations. Our current client base includes nearly 80 of these entities, many of which have been clients for over 20 years. In addition to our role as auditor, we assist many local municipalities in managing the financial aspects of school construction programs, enhancing their revenue stream, as well as assisting with technology planning and implementation.

Non-Audit Services for Publicly Traded Companies
The advent of Sarbanes-Oxley legislation changed the way in which accounting and auditing services are provided to publicly held companies. BlumShapiro currently assists with Section 302, Officer Certification and Section 404, Management Assessment of Internal Controls. We work with companies on deferred tax calculations to meet the requirements of FAS 109. We additionally offer consulting and technology services, tax planning and compliance and audits of employee benefit plans.

Resources Available Worldwide
We are an independent member of Baker Tilly International, a network of high quality, independent accounting and advisory firms. Baker Tilly International is the 8th largest network in the world by fee income and is represented by 147 firms in 114 countries. Firms within the network adhere to the same high quality standards and share skills, resources and experience to create best practices.

BlumShapiro is a member of the American Institute of Certified Public Accountants (AICPA) and its Private Companies Practice Section. We are also an associate member of the Center for Audit Quality, an autonomous body affiliated with the AICPA. We regularly alert clients to changes which will affect their industry through seminars and webinars and help them anticipate the effects of new tax laws and industry trends, as well as provide advice on a wide variety of topics of interest. Some of the information available to BlumShapiro clients includes quarterly newsletters, client alerts, and year-end tax planning guides.