Filter Results
Barkhamsted
Filter Results
Barkhamsted
Showing 1 to 10 of 10 CPAs in Barkhamsted, Connecticut
F
Frank Miceli
Certified Public Accountant
Verified Licensed
Location Barkhamsted, Connecticut 06063
Based in Barkhamsted, Connecticut, Frank Miceli offers expert financial guidance to individuals and small to medium-sized businesses. With over 15 years of experience in accounting, Miceli provides specialized services, including retirement account tax reporting, bookkeeping, and financial statement compilation. His expertise encompasses basic accounting, small business accounting, and individual tax services, making him a valuable resource for clients seeking comprehensive support. As a seasoned professional, Miceli has developed a strong understanding of the needs of small business owners and individuals, allowing him to offer tailored solutions and advice.
A
Amy Kristhoffer
Certified Public Accountant
Verified Licensed
Location Barkhamsted, Connecticut 06063
Amy Kristhoffer is a certified public accountant based in Barkhamsted, Connecticut. She has over 15 years of experience in providing tailored accounting services to various business structures, including S-Corps, partnerships, and LLCs. The scope of her services encompasses bookkeeping and financial statement compilation, as well as general accounting and advisory services for small and medium-sized businesses. Specializing in basic accounting services, financial planning, and small business accounting, Amy Kristhoffer offers expert guidance on tax compliance and financial strategy.
S
Sarah Nanni
Certified Public Accountant
Verified Licensed
Location Barkhamsted, Connecticut 06063
Based in Barkhamsted, Connecticut, Sarah Nanni has been providing accounting services to small and medium-sized businesses for over 10 years. Her expertise includes financial planning, individual tax services, and basic accounting services, catering to corporations, partnerships, and limited liability companies. Nanni's services also encompass payroll processing and compliance, as well as bookkeeping and financial statement compilation for various business structures.
E
Elise Walsh
Certified Public Accountant
Verified Licensed
Location Barkhamsted, Connecticut 06063
Based in Barkhamsted, Connecticut, Elise Walsh is a certified public accountant with over 15 years of experience in providing general accounting and advisory services to individuals and businesses. Her expertise lies in catering to family-owned enterprises and various business structures, including S-Corps, partnerships, and LLCs. Elise's specialization in individual and business tax services allows her to assist clients with sales tax compliance and basic accounting needs, ensuring accurate financial reporting and minimization of tax liabilities.
J
Jack Rua
Certified Public Accountant
Verified Licensed
Location Barkhamsted, Connecticut 06063
Jack Rua, a certified public accountant (CPA) based in Barkhamsted, Connecticut, brings over 15 years of experience in providing accounting services to family-owned enterprises and entrepreneurs in various industries. His expertise lies in basic accounting services, tax compliance, and individual tax services, allowing him to cater to the financial needs of small businesses and individuals. Rua's services include sales tax compliance, bookkeeping, and financial statement compilation, ensuring that clients remain compliant with regulatory requirements and achieve their financial goals.
A
Amy O'Toole
Certified Public Accountant
Verified Licensed
Location Barkhamsted, Connecticut 06063
Amy O'Toole is a certified public accountant based in Barkhamsted, Connecticut, with over a decade of experience providing accounting services to various business structures, including S-Corps, partnerships, and LLCs. Her expertise includes sales tax compliance, general accounting, and advisory, as well as financial planning and tax compliance, serving entrepreneurs and startups through various stages of growth. With a focus on basic accounting services, Amy O'Toole supports businesses in achieving financial stability and compliance, leveraging her expertise to address specific accounting needs and goals.
C
Cheryl Holtham Havel
Certified Public Accountant
Verified Licensed
Location Barkhamsted, Connecticut 06063
Cheryl Holtham Havel, a certified public accountant in Barkhamsted, Connecticut, has over 15 years of experience providing accounting services to family-owned enterprises and individuals. Her expertise includes retirement account tax reporting, individual and business tax return preparation, as well as offering basic accounting services, financial planning, and small business accounting. Havel's experience working with individuals and families allows her to understand the unique financial needs of her clients and provide tailored solutions to meet those needs.
B
Beth Drummey
Certified Public Accountant
Verified Licensed
Location Barkhamsted, Connecticut 06063
Beth Drummey, a certified public accountant, has been serving the financial needs of clients in Barkhamsted, Connecticut, for over 15 years. She specializes in tax planning and consulting, bookkeeping, and financial statement compilation, catering to individuals and families as well as various business structures, including S-corps, partnerships, and LLCs. With expertise in basic accounting services, individual tax services, and tax compliance, Drummey offers customized guidance to help clients navigate complex tax laws and regulations. Her years of experience in the field have equipped her with the knowledge and skills to provide accurate and timely financial services to her clients in Connecticut.
T
Thomas Nelson
Certified Public Accountant
Verified Licensed
Location Barkhamsted, Connecticut 06063
Based in Barkhamsted, Connecticut, Thomas Nelson is a certified public accountant providing accounting services to various clients. With over 15 years of experience, he focuses on delivering tailored financial solutions to family-owned enterprises and small to medium-sized businesses. Nelson's areas of specialization include basic accounting services, business tax services, and financial planning. As a seasoned professional, he stays up-to-date with the latest accounting regulations and provides expertise in general accounting and advisory, as well as bookkeeping and financial statement compilation.
T
Terry Wysong
Certified Public Accountant
Verified Licensed
Location Barkhamsted, Connecticut 06063
Terry Wysong is a certified public accountant based in Barkhamsted, Connecticut, with over 20 years of experience providing accounting and tax services to businesses and individuals. His expertise includes tax compliance, small business accounting, and basic accounting services, serving entrepreneurs and startups with various business structures such as S-Corps, partnerships, and LLCs. Terry offers specialized services in retirement account tax reporting and IRS representation, ensuring clients navigate complex tax laws and regulations with confidence.

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.