Tax Planning – West Hartford CT, Farmington CT

Tax Planning

We just wanted to remind all of our customers that we offer tax planning and preparation services. PBI extends our tax services to individuals and businesses in our service area. After three decades of providing tax services in the greater Hartford area, you can trust our experienced staff to complete your tax returns in a timely manner. We pride ourselves on our integrity, experience, and the personal relationships we have with each client. Annually we prepare more than 800 tax returns for individuals and small businesses. Upon meeting with one of our tax professionals, you will be personally interviewed to find all possible tax deductions. The tax return filed the prior year will also be reviewed. We want to be certain you receive all the tax deductions you deserve.

Click here to learn more about our tax preparation services. We are always here to answer any questions that you may have. We provide the highest quality tax services. Give us call today or email us with any questions you have or if you would like to set up an appointment. Call 860-233-1171.


Tax Planning | West Hartford CT, Farmington CT | PBI Insurance

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Tax Preparation Services

Tax Time is creeping up on us once again now that we are in mid- February. In New Haven, Hartford and all Connecticut, your personal or business tax preparation company should be PBI. Tax Planning and Preparation are among our premier services for both individual taxpayers and business clientele. With the Tax Professionals at PBI you will always receive a thorough review of the prior year’s tax return and finds every deduction you are entitled to.


“I have been a loyal PBI tax client for many years now, and when I started up Advocacy for Patients with Chronic Illness, Inc., a tax-exempt nonprofit, I hired PBI to complete our business tax return as well. PBI is timely, informed, and trustworthy. I value their advice, and know that I will always have a reputable tax preparer standing behind their work. I strongly recommend PBI as a tax preparer for individuals and businesses alike.”     Jennifer Jaff, Farmington, Tax Preparation client

When you need a professional tax consultation, you owe it to yourself to call PBI. We bring our integrity, experience, accountability, and accessibility to the fore with every individual and business client. At PBI, we bring decades of experience to the table. We have offices in Hartford and New Haven Connecticut, or one of our agents will be glad to discuss your options at a location of your choice. Call PBI at 860-233-1171 today, and Let us help build your future.

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Tax Planning and Preparation Services in Connecticut

When it is time to choose a company for tax planning and tax preparation, call the professionals at PBI Insurance. PBI has three decades of tax planning and preparation services experience. The tax professionals at PBI bring our experience and integrity to each consultation. Business clients and individuals in need of tax preparation advice in Connecticut find PBI receive value-added services which includes free electronic filing, free direct deposit of refunds, refer-a-friend bonuses, and employer-sponsored group discount. PBI will interview each client in depth to discover every possible tax deduction. PBI Agents are thorough: our practice is to review tax returns from prior years.

The professional staff at PBI are happy to be your trusted Connecticut tax experts. We invite you to consult with our knowledgeable agents in our centrally located West Hartford office. Our service area encompasses the entire state of Connecticut. Our satellite office is conveniently located on Main Street in Hamden for clients located in the greater New Haven region. Call 860-233-1171 today.

Tax Planning and Preparation Services in Connecticut