Updated:
← Back to Top 26 Bookkeepers in Fairfield County, CT (2026)Avance Professional Services
Evidence Score 47/100 at 93% evidence coverage 13 of 26 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); Years operating (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, with Annual Filing Season Program record on the 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.