Filter Results
Bantam
Filter Results
Bantam
Showing 1 to 1 of 1 CPAs in Bantam, Connecticut
R
Russell Jaeger
Certified Public Accountant
Verified Licensed
Location Bantam, Connecticut 06750
Russell Jaeger is a certified public accountant based in Bantam, Connecticut. With extensive experience in accounting and tax preparation, he provides expert guidance to individuals and families, as well as entrepreneurs and startup businesses. His services include IRS representation, individual and business tax return preparation, and basic accounting services such as financial statement preparation and budgeting. Russell's specialization lies in business tax services, financial planning, and individual and business tax compliance, making him a valuable resource for those seeking tax and financial expertise in the region.

Connecticut's established CPA market serves a wealthy population and strong financial services sector. The Connecticut State Board of Accountancy requires 150 semester hours for licensure. CPAs must complete 40 hours of continuing professional education annually, including 2 hours of ethics and technical updates in accounting or auditing.

Key Tax Considerations: Connecticut has graduated individual income tax rates up to 6.99% and a corporate business tax. CPAs commonly handle complex estate planning for high-net-worth individuals, trust taxation, multi-state tax issues due to proximity to New York, and sophisticated investment taxation. The state's high property taxes and estate tax (one of few states with its own) create significant planning opportunities.

Industry Specializations: Insurance and financial services (especially in Hartford), aerospace and defense manufacturing, pharmaceuticals and biotechnology, hedge funds and private equity, and professional services are primary focus areas. Many CPAs specialize in executive compensation, qualified small business stock (QSBS) planning, and complex estate and trust administration.

For CPA Professionals: The Connecticut Society of CPAs provides extensive resources across the state. Major markets include Hartford, Stamford/Greenwich (NYC suburbs), New Haven, and Fairfield County. The state offers proximity to New York City opportunities while maintaining distinct identity. High cost of living is offset by strong compensation, particularly in Fairfield County financial services roles.