About the firm
A firm built around the details.
Connell Tax & Accounting Solutions provides tax and accounting support for business owners, professional-services firms and established professionals.
The firm
Business records, returns and decisions are connected. Our services can be coordinated in one relationship or agreed as a focused engagement.
Logan Connell, EA
Logan Connell is listed as an Enrolled Agent in the IRS directory of tax return preparers with credentials and select qualifications. Enrolled Agents have representation rights before the IRS; the particular matter and authorization still need to be agreed.
Discuss who will prepare and review your work, who will communicate with you and which responsibilities remain yours. The engagement should identify these responsibilities before work begins.
Verify the IRS directory listing (search Connell, Enrolled Agent), or read the IRS explanation of preparer credentials.
The work starts with what needs attention.
That may be maintaining business accounts, preparing a return, considering a tax question before a decision, or responding to an IRS matter. The starting point is the work itself and whether CTAS is a suitable fit.
A defined engagement establishes the services, information and responsibilities involved. Related work is included only when specifically agreed.
Explore tax and accounting servicesSee the support available and how the services differ.Our approach
A clear scope. Attention to the underlying information.
Understand the records
Tax and accounting work depends on complete, relevant information. Source documents and business context matter alongside the numbers.
Define the responsibilities
The agreement identifies the work CTAS will carry out and the information or authorizations the client needs to provide.
Connect services deliberately
Bookkeeping does not automatically include returns or tax planning. We discuss which services need to work together and agree them explicitly.
Keep the discussion practical
Questions about scope, records, timing and next steps belong at the beginning of a working relationship.
Getting started
First, a conversation about the work.
Describe your business, the support you are looking for and any relevant deadlines. Keep the initial inquiry general; sensitive financial records should wait until an appropriate transfer method has been agreed.
How a CTAS engagement beginsFrom an inquiry to defined responsibilities.Start a conversation
Let’s discuss the work.
Tell us what you need, what is already in place and where you would like support. We can discuss fit and the scope to agree before starting.
Keep an initial inquiry general. Please do not send account numbers, tax returns or other sensitive records.