Updated:
← Back to Top 28 Bookkeepers in Fairfield County, CT (2026)Avance Professional Services
Evidence Score 47/100 at 93% evidence coverage 13 of 28 on the Fairfield County list How the score works
What we could verify
- Registered business?
- Not found in the state registry search
- CPA license or firm permit?
- Not verified (searched the state board)
- Publishes prices?
- Quote only (stated)
- Local or remote?
- Local + remote
- Software?
- QuickBooks
3 of 5 answered from a dated source.
Documents 2 of 5 core services; IRS preparer record found for a named person; states it prices by quote.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Avance Professional Services | home page | |
| Website | https://avancetax.com/ | home page | |
| Office locality | Stamford, CT | home page | |
| Service area | United States (stated by the firm) | home page | |
| Phone | +12036251599 | home page | |
| Offers bookkeeping | Documented: ...📊 Business advisory Entity formation, tax planning, corporate structure. Learn more 📚 Bookkeeping & payroll Monthly books, W-2s, 1099s, quarterly filings. Learn more 🌐 Certified... | home page | |
| Monthly bookkeeping | Documented: ...Call Book ← All services 📚 Service Available virtually Bookkeeping & Payroll Services Monthly bookkeeping and payroll so you always know where your business stands. Book a... | /services/bookkeeping-payroll | 8 pts (max 8) |
| Payroll coordination | Documented: ...Entity formation, tax planning, corporate structure. Learn more 📚 Bookkeeping & payroll Monthly books, W-2s, 1099s, quarterly filings. Learn more 🌐 Certified translations... | home page | 4 pts (max 4) |
| Software supported | QuickBooks | /services/bookkeeping-payroll | 5 pts (max 5) |
| Local / remote model stated | Local + remote | home page | 3 pts (max 3) |
| Bookkeeping designation (AIPB/NACPB) or IRS preparer record | IRS preparer record for Martha Puerta · Annual Filing Season Program record (on the IRS record) · business name on the record: AVANCE PROFESSIONAL SERVICES LLC | IRS preparer records Third-party Sep 27, 2026 | 6 pts (max 6) |
| Pricing approach published | Quote only (stated): "Pricing depends on transaction volume, number of accounts, and whether payroll is included. We quote a flat monthly rate after a short call so there are no surprises" | /services/bookkeeping-payroll | 6 pts (max 6) |
| What is included / excluded | Documented: We handle monthly bookkeeping for small and mid-size businesses - categorizing transactions, reconciling accounts, and producing clean monthly reports. We also process payroll... | /services/bookkeeping-payroll | 5 pts (max 5) |
| Reporting cadence stated | Documented: ...businesses - categorizing transactions, reconciling accounts, and producing clean monthly reports. We also process payroll, including direct deposit, W-2s, and 1099s at year-end.... | /services/bookkeeping-payroll | 4 pts (max 4) |
| Named contact / team | Martha Puerta, Director of Operations | /about | 3 pts (max 3) |
| Communication channel / process | Documented: ...Norwalk & Milford CT | Avance Services Locations Virtual Resources About Contact en es Client portal Book a consultation Call Book Stamford, Norwalk, & Milford, CT · Virtual... | home page | 3 pts (max 3) |
Checked and not found
- Not documented. Checked 11 pages of the firm's own site on 2026-09-25 (Firm's own website): Catch-up / cleanup (0 pts, max 5); AP / AR (0 pts, max 4); Month-end close + reporting (0 pts, max 6); Onboarding described (0 pts, max 4); Privacy / data-handling page (0 pts, max 2).
- Not verified. Searched CPA firm permits (CPAP) whose name, business name or DBA contains 'PROFESSIONAL' on 2026-09-25 (State accountancy board): Active CPA firm or individual license (state board) (0 pts, max 8).
- Not verified. Searched Xero's advisor directory for 'Avance Professional Services' on 2026-09-25; no listing for this firm (Software advisor directory): Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6).
- Not verified. Searched Connecticut Secretary of the State business registry (data.ct.gov) for 'professional' on 2026-09-25; no matching entity (State business registry): Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Industries served (documented) (0 pts, max 5); Working contact route verified (0 pts, max 2).
Check it yourself on the state's own records: Connecticut Department of Consumer Protection license search and business registry search.
- Bookkeeping designation (AIPB/NACPB) or IRS preparer record: The IRS's public file of active tax preparers (PTIN holders, updated 2026-02-23) lists Martha Puerta under the business name 'AVANCE PROFESSIONAL SERVICES LLC' in Stamford, CT. The record lists: Annual Filing Season Program record. It is one individual's IRS preparer record, not a firm license or a directory listing. It does not prove service quality.
Data limitations
- 20 of 25 evidenced items come from Avance Professional Services's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.