Bregman & Company, P.C.

What Bregman & Company, P.C. does

Bregman & Company, P.C. is a full-service Certified Public Accounting firm headquartered in Stamford, Connecticut with a second office in Avon, CT. Founded in 1966 by Herbert A. Bregman and now operating as a division of Fiondella, Milone & LaSaracina, LLP (FML CPAs) following a 2022 merger, the firm provides tax, audit, accounting, and advisory services to individuals, small and mid-sized businesses, non-profit organizations, and international/expatriate clients across Connecticut, the broader United States, and select international engagements.

The firm's service catalog spans Tax Management, Audits/Reviews/Compilations, Assurance and Advisory Services, Estate and Trust Planning, IRS Representation, Litigation Support and Forensic Accounting, International Taxation, Employee Benefits and Pension Plan administration, Bookkeeping/Write-Up, Cash Flow and Budgeting Analysis, Financial Projections, Debt Advising, and Financial and Retirement Planning, with QuickBooks consulting as an add-on. Delivery relies on a partner-led model (3 partners, 2 managers, and approximately 4–6 staff) and is supported by third-party technology platforms including Citrix ShareFile for secure file transfer, Thomson Reuters NetClient CS for the online tax organizer, BNG Gateway for PCI-compliant credit card/ACH payments, and UserWay for website accessibility — none of which are proprietary to the firm.

Revenue is generated entirely through professional services billed on a quote/engagement basis, with no publicly disclosed pricing; the only standardized commercial term is a 2% processing fee on credit-card payments through the online portal. The go-to-market is sales-led and relationship-driven, relying on referrals, personal networks, and the firm's Connecticut brand presence rather than paid marketing, with educational content on the website functioning as a top-of-funnel awareness channel.

Name

Bregman & Company, P.C.

Legal name

Bregman & Company, P.C.

Website

https://bregman-cpa.com

Company type

Private

Founded year

1966

Operating status

Operating

Headcount range

1–10 employees

Short description

Bregman & Company, P.C. is a full-service Connecticut CPA firm (Stamford and Avon) offering tax, audit, advisory, and bookkeeping services to individuals, SMBs, non-profits, and international clients; founded 1966, it operates as a division of FML CPAs following a 2022 merger.

Ownership category

akta.pro rank

Headquarters

HQ city

Stamford

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Professional Accounting Services: Comprehensive accounting services including bookkeeping, financial statements, payroll processing, and accounting system setup and support for businesses of all ages, sizes, and scopes
2. Tax Services: Tax planning, preparation, and management services including international taxation, tax compliance, IRS representation, and tax research and analysis
3. Audit, Review, and Compilation Services: Financial statement attestation services providing varying levels of assurance for third parties, including audits, reviews, and compilations
4. Advisory Services: Assurance and advisory services including business valuation, litigation support, forensic accounting, business succession planning, and financial consulting
5. Estate and Trust Planning: Estate and trust planning and tax preparation services for individuals and business succession planning
6. QuickBooks Services: QuickBooks accounting help including installation, setup, training, support, and review services

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels3 records

Core offering

Bregman & Company, P.C. is a full-service Certified Public Accounting firm delivering tax management, audit/review/compilation, assurance and advisory, estate and trust planning, IRS representation, litigation support and forensic accounting, international taxation, employee benefits administration, bookkeeping, cash flow analysis, financial projections, debt advising, and retirement planning services. The firm serves individuals, closely held businesses, and non-profit organizations through offices in Stamford and Avon, CT, supported by secure client portals and online tools.

Product overview

Bregman & Company, P.C. is a full-service Certified Public Accounting firm offering a comprehensive suite of professional accounting and tax services. Rather than a software platform with modules, the firm provides personalized professional services including Tax Management Services, Audits/Reviews/Compilations, Assurance and Advisory Services, Estate and Trust Planning, IRS Representation, Litigation Support and Forensic Accounting, International Taxation, Employee Benefits and Pension Plan Administration, Accounting Services, Cash Flow Analysis, Financial Projections, Debt Advising, Financial and Retirement Planning, and Bookkeeping/Write-Up services. The firm also offers QuickBooks Accounting Help and Assistance as an add-on consulting service. These services are delivered through experienced CPAs and staff accountants serving individuals, closely held businesses, and non-profit organizations.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Management Services International taxation, tax planning, and tax preparation services including compliance with changing tax laws and strategies to maximize cash flow while minimizing tax liabilities for individuals and businesses.
• Audits, Reviews, and Compilation Assurance services providing different levels of confidence in financial statements, ranging from comprehensive audits offering the highest assurance to internal-use compilations.
• Assurance and Advisory Services Financial record evaluation, business strategy development, cost analysis, and support with accounting software selection, implementation, and business succession planning.
• Estate and Trust Planning and Tax Preparation Planning services to ensure beneficiaries' security, minimize tax liability, and carry out transfer of assets, including business succession planning.
• IRS Representation Professional representation through federal or state audits, handling communications and questions from tax authorities on behalf of clients.
• Litigation Support and Forensic Accounting Services for quantifying losses, analyzing financial records, investigating fraud and theft, with expert testimony capabilities for bankruptcies, dissolutions, and commercial litigation.
• Entity Selection and Restructuring Assistance with proper business entity selection for new companies and restructuring advice for existing businesses to optimize tax advantages.
• International Taxation Specialized services for U.S. companies doing business abroad, U.S. residents working abroad, foreign companies doing business in the U.S., and foreign citizens working in the U.S.
• Employee Benefits, Pension, and Profit-Sharing Plans Design and administration services for employee benefit plans, pension plans, and profit-sharing plans with tax advantage optimization.
• Accounting Services Comprehensive accounting support including bookkeeping, payroll processing, financial statement preparation, general ledger setup, and tax planning for businesses of all sizes.
• Cash Flow and Budgeting Analysis Services to improve liquidity, reduce costs, and increase profitability through budgeting, forecasting, and debt management.
• Financial Projections and Forecasts Creation of financial projections to manage business plans and spending, tracking market trends for informed business preparation.
• Debt and Finance Advising Personal and corporate debt management including re-balancing debts to lower payments, reduce interest, and leverage tax deductions.
• Financial and Retirement Planning Investment strategy development, business succession planning, estate planning, insurance analysis, retirement plan analysis, and tax planning services.
• Bookkeeping/Write-Up Organizing bookkeeping records and ongoing tracking services to free up business owners' time for core operations.
• QuickBooks Accounting Help and Assistance QuickBooks software support including personal training, installation, setup, ongoing support, and account review services.

Named customers3 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Four partnerships are on record, tiered major and core.

• Fiondella, Milone & LaSaracina, LLP (FML CPAs)majorStrategic or Co-development PartnerBregman & Company, P.C. has merged with FML CPAs, combining two leading Connecticut accounting firms. The combined entity operates as Bregman & Company, a Division of FML CPAs, with the merger creating a larger full-service accounting presence in Connecticut.
• Citrix ShareFilecoreTechnology or IntegrationSecure file sharing platform used for transmission of confidential client documents and tax materials between clients and firm staff.
• Thomson Reuters (via NetClient CS)coreTechnology or IntegrationThomson Reuters provides the online tax organizer portal system (NetClient CS) that enables clients to securely upload tax documents and access their tax filing information.
• NetClient CScoreTechnology or IntegrationSecure online tax organizer portal for client document submission and tax preparation workflow management.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• BlumShapiro: Large New England regional CPA firm headquartered in Connecticut, providing tax, audit, advisory, and accounting services to SMBs and individuals — directly competing for the same clients Bregman serves in Stamford, West Hartford, and surrounding CT markets.
• Beers, Hamerman, Cohen & Burger, PC: Fairfield County CPA firm offering tax preparation, auditing, business valuation, and advisory services to SMBs and HNW individuals; directly comparable to Bregman's Stamford office in geography, service mix, and client profile.
• Whittlesey & Hadley, LLP: Connecticut-based full-service CPA firm offering audit, tax, advisory, and accounting services to closely held businesses and nonprofits in Hartford and surrounding areas; similar mid-market positioning and direct competitor for Bregman's Avon office clients.
• Mahoney Sabol & Company, LLP: Connecticut-based CPA firm providing tax, audit, and advisory services to closely held businesses and individuals in the greater Hartford area; comparable size, service mix, and target segment to Bregman's Avon practice.
• Fiondella, Milone & LaSaracina, LLP (FML CPAs): Parent firm that absorbed Bregman via 2022 merger. Same Connecticut accounting services market with overlapping SMB, individual, and non-profit client base; operates from Farmington, CT and now combines Bregman's Stamford and Avon offices into a larger combined platform.

Broad incumbents

• RSM US LLP: Top-5 U.S. middle-market accounting firm providing audit, tax, and consulting services; competes with Bregman for growing mid-market CT companies that eventually outgrow small-firm service capacity.
• Deloitte (Stamford office): Big 4 firm with a Stamford presence serving large enterprises and HNW clients in Fairfield County; the upper-bound competitor for sophisticated engagements (international tax, forensic accounting, large audits) that Bregman handles at a smaller scale.
• CohnReznick LLP: Top-25 U.S. advisory, accounting, and tax firm with offices across the Northeast including Connecticut; offers audit, tax, advisory, and forensic services competing with Bregman for mid-market and nonprofit engagements.
• PKF O'Connor Davies, LLP: Large Northeast regional CPA and advisory firm serving closely held businesses, nonprofits, and HNW individuals; comparable service mix including tax, audit, advisory, and forensic accounting in markets overlapping with Bregman's CT footprint.
• Marcum LLP: Top-15 U.S. accounting firm with a strong Connecticut presence (Stamford, New Haven, Hartford); provides the full spectrum of tax, audit, advisory, and technology services and competes for the same mid-market and high-net-worth clients Bregman serves.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/Accountants_Rus
• Facebookfacebook.com/BregmanCompanyPc

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Bregman & Company, P.C.