Our Firm

Diversified Financial Solutions PC

We combine the experience of a large firm with the personal attention that only a small firm can provide. Our clients come back to us year after year because they know they are in good hands. We work to develop long-term relationships; whether your needs are simple or complex, we can help.

Please take a moment and read more about our peopleour historyour credentials, and our areas of specialization. If you have any questions or would like more detailed information about how we can help you, please don't hesitate to contact us. We would be happy to serve you.

Our People

Paul Fitzpatrick, CPA

 Paul Fitzpatrick Photo

In 1980 Paul graduated from Fairfield University with a BS degree in Accounting. While working for the Ernst and Whinney Accounting Group in New Haven, he completed the necessary requirements for his CPA license which he obtained in 1982. He joined the firm of T.J. Fitzpatrick and Company in 1984. The firm has been growing and expanding ever since, including a name change in 2006 to Diversified Financial Solutions, PC.

Paul specializes in tax planning and compliance services for individuals.

He has served as a member and officer of the Naugatuck Exchange Club and the Tribury Rotary. He is a board member and past president of the Naugatuck YMCA and currently volunteers as their Capital Campaign Chairman. Paul was born and raised in Naugatuck and currently resides in Cheshire with his family.

 

 

Janet Walker, CPA

 

Janet graduated Magna Cum Laude from Northern Kentucky University with a B.S. Degree in Accounting. She is licensed in the state of Connecticut as a Certified Public Accountant. She joined the firm in 1998 and became a partner in 2004.

Janet specializes in trust, gift and estate administration and planning as well as individual tax return preparation and planning. She is also a licensed insurance broker and a member of the Connecticut Society of Certified Public Accountants.

She is an active member in her community as a board member of the Pomperaug Woods Board of Directors, Treasurer of the Southbury Business Association and State of Connecticut CPA Gift and Estate Tax Committee.

Mrs. Walker resides in Southbury with her husband.

 

 

Mark Burns, CPA, MBA

   Mark A. Burns owned and operated Burns & Co., LLC, CPAs from 1996 through 2013 until merging his firm with Diversified Financial Solutions, P.C. Prior to starting up his own business in 1996, he spent eight years as a Partner with another CPA firm in Newtown.

 Previously Mr. Burns spent fifteen years in various financial management positions with Chesebrough-Pond’s Inc. in Greenwich. This included extensive corporate accounting/ finance experience as well as seven years in the international arena, and culminated with three years as CFO of a major overseas manufacturing subsidiary. At various times, his responsibilities included treasury, tax, foreign exchange, insurance, financial reporting and forecasting, and review and development of systems, policies and procedures. He also spent four years as a member of the audit staff of Arthur Young & Company in New York City.

 Mr. Burns received a Bachelor of Science degree in Accounting from Fordham University and an MBA degree in Financial Management from Iona College. He earned his CPA certificate in both New York and Connecticut and is a member of both the American Institute of Certified Public Accountants and the Connecticut Society of CPAs.

 Mark is a Certified QuickBooks Professional Advisor and also a qualified peer reviewer in the State of Connecticut. He resides in Woodbury with his wife Teresa.

 

Kenneth J. Healy, CPA

Ken graduated from the University of Connecticut in 2005 with a Bachelor of Science in Accounting and earned a Master of Science in Accountancy in 2006 from the University of Notre Dame in South Bend, Indiana.  Ken provides tax return planning and preparation for individuals and small businesses and specializes in multi-state taxation.  He also provides accounting, consulting, and advisory services for small businesses.

Ken is a member of both the American Institute for Certified Public Accountants (AICPA) and the Connecticut Society of Certified Public Accountants (CTCPA).  He is a Certified Quickbooks ProAdvisor, a Certified Xero Advisor, a member of the CTCPA Federal Income Taxation Council and the CTCPA State Taxation Committee.  He was named one of the "New and Young Professionals to Watch" by the CTPCA as an emerging leader in the accounting profession in 2016 and was recognized as one of the '40 Under 40 in the Accounting Profession' in 2018 by CPA Practice Advisor magazine. 

Ken serves as the Vice President, chairman of the 2018-2019 Campaign Committee, and chairman of the Allocations Committee for the United Way of Naugatuck and Beacon Falls; is the Vice President and past president of the St. Francis School Foundation, deputy treasurer of the Naugatuck High School Alumni Association and treasurer of the Naugatuck Ancient Order of Hibernians.   

He was the 2014 recipient of the Naugatuck YMCA Robert Whittemore (Unsung Hero) Award, was recognized in 2015 by the Connecticut Alliance of YMCAs with the Salute to Volunteers award and was named the first annual recipient of the St. Francis - St. Hedwig School of Naugatuck Distinguished Alumni Award in 2017.  Ken resides in Naugatuck with his wife Miranda.

 

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Our History

Diversified Financial Solutions, PC, formerly known as T.J. Fitzpatrick and Company began in 1949 by Paul Fitzpatrick's father as a traditional CPA firm offering accounting, auditing, and tax services. We have been servicing the surrounding Greater Waterbury CT area  from our offices in Southbury and Naugatuck since Paul took over in 1984.  The firm has developed over the years by adding business consulting, Estate and Probate accounting and tax services, and live and after-the-fact bookkeeping services.

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Our Credentials

We are a CT licensed Cerftified Public Accounting firm that participates in the Peer Review program administered by the State of Board of Accountancy and the Connecticut Society of CPA's.

Our professional CPA's are members of both the American Institute of CPA's and the Connecticut Society of Certified Public Accountants.

 

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Our Areas of Specialization

We provide a variety of areas of specialization:

Small Business Bookkeeping, Accounting, and Advisory Services for a variety of industries including:

  • Construction
  • Retail
  • Personal Services
  • Manufacturing
  • Real Estate

Estate and Gift Tax Services:

  • Executor Trustee Services
  • Estate Administration
  • Fiduciary and Estate  Income Tax Preparation
  • Final Accountings

 

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