Dean started the firm in 1996 with the determination to focus on client service. Realizing that preparing a tax return essentially reports only the client’s past financial decisions, he understood that his real value for the client is on strategizing, budgeting, and planning with the intent to build wealth in the most effective manner.
The firm also offers particular expertise with tax resolution cases. Dean has successfully worked on numerous cases and achieved positive results.
The firm enlarged its services when Dean became an Investment Adviser Representative (IAR). As an IAR he is required to use a fiduciary standard of care with clients based on the highest legal and regulatory standards. Consequently, it works well in conjunction with Dean’s role as a CPA, his endeavor to assist his clients to make wise financial decisions, and his determination for clients to achieve their objectives.
Dean Anatra, CPA OwnerWith almost 30 years of accounting and tax experience his diverse skills enable him to respond to a variety of situations a client may encounter. From the beginning he was determined to change the stereotype of a number-crunching, introverted accountant to that of an aggressive tax strategist. Dean got his start in accounting at a local Connecticut CPA
firm in 1986 while still in college, and working and paying his way through school. After graduation, he continued working with that firm to meet the experience requirement to become a licensed CPA. He then worked as a controller for a manufacturing company from 1992-1996 before starting his own firm. In January 2016, Dean passed the Series 65 exam to become an IAR(Investment Adviser Representative).
Dean graduated magna cum laude in 1988 with a bachelor’s degree in Accounting from Quinnipiac College (now Quinnipiac University). He is a member of the American Institute of Certified Public Accountants and the Connecticut Society of Certified Public Accountants.