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Dean Anatra CPA, LLC

Certified Public Accountant - Investment Adviser Representative

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Certified Public Accountant / Investment Adviser Representative

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Investment Advisory Services

Investment Advice and Strategy

As a CPA, I regularly provide explanations on tax laws and make recommendations to help lower your tax liability, such as placing your money in a retirement account to take advantage of tax-deferred savings. Often clients will ask: How much should I set aside for a secure retirement? What types of investments do you recommend? It is clear that there is an intersection between calculating your income taxes and giving financial advice. It only seemed natural to expand my services by becoming a Investment Advisor Representative (IAR). This allows me to focus on your goals and build your wealth in the most effective manner.

My priority is to focus on you, not the numbers. What are your goals? Are you confident about your investments? What is your risk tolerance? What is your particular philosophy on money management?

I work in conjunction with a team of financial advisers at William Joseph Capital Management, LLC, a fully independent investment advisory firm. I am proud of this collaboration and I trust this team to provide a comprehensive look at how your investments fits into your life. As your CPA and your IAR it’s my priority to build confidence in your investment strategy. As a team we will continue to monitor your progress, discuss developments and adjust to your changing needs and wants. Most importantly, we are here to help you thrive and prosper!

Services:

  • Investment management
  • Retirement planning
  • Tax planning
  • Goals review
  • Comprehensive wealth management services

Investment advisory firm I represent:

William Joseph Capital Management, LLC

Advice Offered Through William Joseph Capital Management, LLC., A Registered Investment Advisory Firm. | Past Performance Is Not Indicative Of Future Performance Or Results | Not FDIC Insured | May Lose Value | No Bank Guarantee | This Communication Shall Not Constitute An Offer To Sell Or The Solicitation Of An Offer To Buy Securities. Dean Anatra is an IAR of William Joseph Capital Management, LLC . Dean Anatra, CPA provides accounting services separate from William Joseph Capital Management LLC through Dean Anatra CPA, LLC.

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What our clients say…

I have worked with Dean Anatra since 2003 when I was in the early stages of developing my business plan. My business has grown considerably since its inception in 2004 and Dean has been supportive through all aspects of my growth.

Beth Chapman The White Dress by the Shore

We are so appreciative for all the work Dean has done for us. We had an IRS issue that was overwhelming. He took a lot of time and effort to negotiate with IRS and was able to come to a settlement with them! It was amazing! He saved us thousands of dollars! I highly recommend Dean Anatra as a CPA.

D and A from CT

I have been Dean's client for over 10 years. He has always been the consummate professional. I am what most would call a “difficult client” and Dean has always been polite, understanding and extremely accommodating. His work is meticulous and I do not hesitate to highly recommend him and his services.

A.R. Guilford CT

Contact Us

Dean Anatra CPA, LLC
Telephone: 203.453.9153
FAX: 203.453.8706
E-mail: dean@deananatracpa.com

Address:
2614 Boston Post Road, Suite 36
Guilford, CT 06437

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