Merriman & ValeCertified Public Accountants
Certified Public Accountants · The Connecticut shoreline · Individuals · Businesses · Nonprofits

Clarity, precision, and a firm you can keep for decades.

A full-service CPA practice for people and organizations that value getting it right — and getting the same trusted advisor year after year.

Request a consultation
The Merriman & Vale offices
Contents
01

Services

A complete range of tax, accounting, and advisory services — and a clear view of which apply to you.

ServiceIndividualsBusinessesNonprofits

Tax preparation

Accurate returns, filed on time.

Individuals●
Businesses●
Nonprofits●

Tax planning

Looking ahead, not just back.

Individuals●
Businesses●
Nonprofits●

Accounting & bookkeeping

Clean books and reliable reporting.

Individuals—
Businesses●
Nonprofits●

Audit & assurance

Reviews, compilations, and audits.

Individuals—
Businesses●
Nonprofits●

Advisory

Guidance for the decisions that matter.

Individuals●
Businesses●
Nonprofits●

Estate & trust

Careful work for what you pass on.

Individuals●
Businesses—
Nonprofits●
02

Who we serve

i

Individuals & families

From a straightforward return to multi-year planning around a home, a business interest, or an inheritance — with the same advisor who knows your history.

ii

Businesses

Bookkeeping, payroll, tax, and the advisory that helps owners make confident decisions — for companies from first year to well established.

iii

Nonprofits & estates

Specialized reporting, compliance, and assurance for organizations and estates where accuracy and trust are non-negotiable.

Inside the firm
03

The firm

We built Merriman & Vale on a simple idea: that people deserve an accountant who actually knows them — not a different face and a fresh explanation every year.

Precise work, plain answers, and relationships measured in decades. That's the whole of it, and it's why so much of our work comes by referral.

04

Request a consultation

Tell us a little about your situation and we'll arrange a time to talk with the right member of the firm.

Merriman & Vale, CPAs
The Connecticut shoreline
(203) 555‑0755 · hello@merrimanvale.example