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(203) 775-4600

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 * Home
 * About
 * Investments
 * Services
   * Financial Services
     * Financial & Retirement Planning
     * Estate Planning
     * Elder Planning
   * Tax Services
     * Tax Preparation
     * Tax Planning
     * Expatriate Tax Planning
     * Aviation Specialists
 * Tax Center
   * Track Your Refund
   * Tax Due Dates
   * Tax Due Date Reminders
   * Tax Rates
   * IRS Tax Forms and Publications
   * Record Retention Guide
   * State Tax Forms
   * Free Tax Organizer
 * Resources
   * Client Portal
   * Weekly Market Update
   * Calculators
   * Links
   * Fraud & Scam Alerts
   * SecureSend
 * Contact

Go to...HomeAboutInvestmentsServicesFinancial ServicesFinancial & Retirement
PlanningEstate PlanningElder PlanningTax ServicesTax PreparationTax
PlanningExpatriate Tax PlanningAviation SpecialistsTax CenterTrack Your
RefundTax Due DatesTax Due Date RemindersTax RatesIRS Tax Forms and
PublicationsRecord Retention GuideState Tax FormsFree Tax
OrganizerResourcesClient PortalWeekly Market UpdateCalculatorsLinksFraud & Scam
AlertsSecureSendContact


 * THE SUPPORT YOU DESERVE
   
   Small enough to know you,
   large enough to serve you.


 * THE POWER OF TEAMWORK
   
   A team of specialists to help
   you reach your goals.


 * PEACE OF MIND
   
   Know that your finances are looked after by experienced professionals who are
   looking out for you.


 * YOU DON'T HAVE TO BE A
   TAX EXPERT.
   
   That's our job.


 * SERVICES YOU RELY ON
   
   You've worked hard to get where you are. You deserve a firm that works hard
   for you.

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Get to Know Us
Our team has been helping clients for over 35 years. Find out what makes us
tick... Get Help
We offer comprehensive tax and investment services for individuals and small
businesses. Find out how... Get Informed
Our Weekly Market Update provides timely articles to help keep you informed.
Find out more... Get In Touch
(203) 775-4600
clientinfo@ptsfinancial.us




PERSONAL TAX SYSTEMS AND FINANCIAL PLANNING ASSOCIATES

With over 40 years in business, Personal Tax Systems has developed a
comprehensive approach to planning. We are not a tax-only firm; rather, we
dedicate ourselves to helping manage "the whole picture".


TAX SERVICES

Don't pay more in taxes than you have to! Take full advantage of all deductions
and credits with our tax planning, compliance, and preparation services.

Find Out More...


FINANCIAL PLANNING

You get one-on-one guidance and a comprehensive financial plan that helps manage
risk and ensure the growth and longevity of your wealth.

Find Out More...


FINANCIAL SERVICES

Our holistic approach takes into account
all aspects of your financial life.

Find Out More...


FINANCIAL CALCULATORS

Try our wide variety of interactive financial problem solvers. Simply enter your
criteria and you'll get your questions answered with dynamic graphs and
personalized reports.

Find Out More...


TAX PORTAL LOGIN


Click the padlock to log into our secure tax portal.





Founders Financial Form CRS





QUICK LINKS

Financial Calculators Track Your Refund IRS Tax Forms State Tax Forms Tax Due
Dates
Tax Portal


CONTACT US

Personal Tax Systems and Financial Planning Associates
1 Huckleberry Hill Rd
Brookfield, CT  06804
Phone: (203) 775-4600
Fax: (203)775-6575
clientinfo@ptsfinancial.us




This site is published for residents of the United States and is for
informational purposes only and does not constitute an offer to sell or a
solicitation of an offer to buy any security or product that may be referenced
herein. Persons mentioned on this website may only offer services and transact
business and/or respond to inquiries in states or jurisdictions in which they
have been properly registered or are exempt from registration. Not all products
and services referenced on this site are available in every state, jurisdiction
or from every person listed.

Securities and Investment Advisory Services offered through Founders Financial
Securities, LLC. Member FINRA, SIPC and Registered Investment Advisor

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