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United States
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Last Updated May 1, 2025

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Major Clients:
Confidential
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Revenue:
$250,000 - $1 million
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Year Founded:
2013
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Pricing:
M
-
Fulltime Employees:
20+
- Primary Services:
-
Active Clients:
20+
-
Client Retention Rate:
89%
-
Major Clients:
Confidential
-
Year Founded:
2013
-
Fulltime Employees:
20+
-
Active Clients:
20+
-
Client Retention Rate:
89%
-
Revenue:
$250,000 - $1 million
-
Pricing:
M
- Primary Services:
-
Secondary Services:
-
Social:
About - Powell Financial Planning and Tax Services
42 Waterbury Road, | Connecticut, United StatesPowell Financial Planning and Tax Services Reviews
Helpful (0)

Michael W
1 contributions
0 helpful votes
Overall Feedback:
Beware they have no CPA only tax preparers. Had taxes done here and came back owing $800 to the state. When mentioned to my dad he said something is very wrong since you only paid $123 last year called and mentioned we have a pass through entity tax credit and we’re told by prepared that it didn’t mean anything. Sure enough when we asked a CPA to check we have to file an amended return because we only owe $128. Office manager is extremely rude. Got no apologies. Office manager actually stated the preparers use Turbo Tax and just plug in numbers no knowledge of the tax laws it seems. Would never recommend
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