Robert Gambardella
Principal at Concierge Tax Services, LLC
- Role
- Principal at Concierge Tax Services, Llc
- Location
- Shelton, CT, US
- LinkedIn followers
- 500 followers
Experience
Principal
Jun 2005 — Present · Shelton, CT, US
Provide professional services as a Certified Public Accountant and proactive tax planner, specializing in personal tax advisory and planning services to business owners, real estate investors, and executives, as well as business advisory and entity structure management to start-ups and entrepreneurs.Provide CFO-level consulting to small and medium-size businesses, and prepare annual tax returns for individuals, partnerships, and closely-held corporations.
Education
Quinnipiac University - School of Business
BS Accounting, Accounting, Business, Mathematics
1994 — 1998
American Institute of Certified Tax Coaches
Certified Tax Coach (CTC), Proactive Tax Planning
2010 — 2010
Skills
- Proactive Tax Planning
- Individual Taxation
- Small Business Taxation
- Small Business Planning and Formation
- Creative Tax Strategy Development
- Family College Planning
- Team Leadership
- Controllership
- Corporate Finance
- Personal Finance
- Personal Branding
- Online Marketing
- Published Author
- Business Valuation
- Masterminding
- Professional Networking
- Referral Generation
- Business Planning
- Certified Public Accountant
- Certified Tax Coach
- Entrepreneurship
- Tax
- Small Business
- Financial Planners
- Cpa
- Referrals
- Strategic Planning
- Financial Statements
- Finance
- Business Process Improvement
- Strategic Financial Planning
- Accounting
- Acquisition Integration
- Financial Reporting
- Business Networking
- Revenue Recognition
- Internal Controls
- Start-Ups
- Tax Preparation
- Due Diligence
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