Ciampi Tax & Financial Services LLC is a full-service firm providing accounting, tax, consulting and wealth management services. Built upon a holistic service model, we offer a comprehensive range of financial services for individuals, families, businesses and retirees. For over 50 years, our family-owned business has remained committed to developing trusted and long-lasting client relationships. We treat each relationship as a partnership. This results in customized and attentive service that brings unmatched value and creates a superior client experience.
Services
Donald J. Ciampi Sr. began preparing taxes as a second job to help support his family in 1967 as a tax preparer at the H&R Block in Waterbury, Connecticut. Don Sr. became a popular tax preparer at H&R Block and quickly rose to a manager position in the Waterbury office, located in the Colonial Plaza on Thomaston Avenue.
Step one in our Personal Financial Planning process is identifying your personal life goals. We aim to be your trusted partner on your financial journey, one who will help you change your strategies as your life evolves. Our approach is comprehensive, taking into account the following key areas: retirement planning; education funding; wealth transfer, including estates and trusts; risk management/asset protection; tax mitigation strategies; and insurance needs.Our objective is to define, monitor and adjust your plan, and to provide dedicated and accessible service while doing so.
Clients have many choices of investment managers and tools. Since 1968, our family-owned firm has provided transparent and trusted financial services. Today we are still a personalized and independent firm whose goal it is to maximize your financial security. Investment research and portfolio management are done internally, and our services include: portfolio design, direction and oversight; estate and trust administration and management; retirement rollover; income distribution strategies; Roth conversion plans; and tax mitigation advice.
We provide services to our clients that are held to a Fiduciary Standard, which always puts the client's best interest first. As a Fiduciary, we are required to act with unequivocal loyalty to our clients by being transparent about services, compensation and potential conflicts of interest. As an Investment Advisory Representative (AIR), we are held to the Fiduciary Standard by federal law.
Reviews (9)
Christine Bailey
Jun 13, 2022
Gail Pearsall
Mar 24, 2022
Nick Scarpati
Mar 01, 2022
Connecticut Renovation
Feb 24, 2022
Evan Mills
Feb 20, 2022
Danielle Lieder
Feb 15, 2022
Jenn Beling
Feb 08, 2022
Samuel Whelan
Dec 17, 2020
Dave and his team have been incredibly helpful with my business and personal taxes and have gone above what I expected. Dave has informed me about the opportunities available to my company financially and even helped prep me to apply for them. He and his staff are very polite and responsive, never leaving me in the dark on anything. The price is great and the quality is better, I'll be using Dave for all my tax needs in the future.
Kelly Packett
Nov 26, 2020
We have been working with David for many years. I have my own business and my husband is contracted as a 1099, so our taxes aren't your traditional tax filings. We have been extremely happy with David's response time, knowledge and guidance. Most recently I needed an issues addressed with the IRS. David took the time to call the IRS and conference me in to acquire the information I needed from the IRS. So much less intimidating calling the IRS when your accountant is on the line! I highly recommend David and Ciampi Tax.
