More Than Transactions.
A True Advisory Relationship.

We go beyond traditional financial services to provide proactive, relationship-driven advisory support. While accuracy and compliance are essential, we believe true value comes from understanding the full picture – not just the paperwork. Our approach is built on ongoing guidance, clear communication, and strategic planning tailored to your goals. We take the time to understand where you are today and where you want to go, so we can help you make informed decisions.

What this means for you:

• Proactive planning instead of last-minute reactions
• Year-round advisory support – not just at tax time
• Clear, practical insights you can actually use
• A trusted partner invested in your long-term success

As your needs evolve, so does our guidance. Whether you’re navigating tax law changes, growing a business, or planning ahead for life’s big moments, we’re here to help you stay informed, prepared, and confident every step of the way.

From a home-based office to a multi-state reach, our story has always been about evolution — growing alongside our clients while never losing sight of what matters most: trust, expertise, and care. As Ciampi Tax + Advisory, we carry this legacy forward with the same promise we made in 1968 — to put our clients’ goals and growth at the center of everything we do.

From individuals to families, and from start-up businesses to established companies with complex needs, we provide the same level of expertise, care, and partnership that has guided us since the beginning.

Our story spans nearly six decades, rooted in strong values, professional excellence, and a commitment to helping clients achieve growth and stability.

One man, a simple idea, and clients who needed someone they could trust. Donald J. Ciampi Sr. established Donald J. Ciampi and Associates, providing tax preparation services at clients’ kitchen tables.

David, Don Sr.’s middle son, began working at the firm weekends while pursuing his full-time career as a strategic business consultant. A year later, the firm moved into its first office in Cheshire, Connecticut.

The firm changed its name to Ciampi Tax and Financial Services LLC. Don Jr., the oldest son, launched Ciampi Financial Services Inc., a separate entity providing wealth management services (under the Ciampi Tax & Financial Services LLC brand).

David joined Ciampi Tax & Financial Services LLC full-time as Managing Principal, bringing his consulting, accounting, and business advisory expertise to the firm.

Ciampi Tax + Advisory Co. (formerly Ciampi Tax & Financial Services LLC) and Ciampi Financial Services Inc., who operated independently behind the scenes now brings that independence to the marketplace with distinct brand identities – allowing each entity to clearly reflect its distinct areas of focus and expertise.

At Ciampi Tax + Advisory, we believe that giving back helps better our world, and every little bit makes a difference.

Our team donated over 40 books to the students at Chase Elementary School in Waterbury, which will help fill their book-vending machine. Students earn tokens for achievements such as perfect attendance, academic performance, and positive behavior and redeem their tokens for books.

Our team had the privilege of donating and delivering toys to St. Vincent DePaul Mission of Waterbury. We were thrilled to brighten the holiday for children in need from our surrounding community.

Our team collected pet supplies for the CT Humane Society. Items included; pet food, littler, toys, treats, leashes, beds, and laundry supplies. We love our pets like family, and we enjoyed being able to help those without a home this winter.