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Showing 21 to 22 of 22 CPAs in Bethany, Connecticut
DC
Dorothy C. Lucas
Certified Public Accountant
Verified Licensed
Location Bethany, Connecticut 06524
Dorothy C. Lucas is a certified public accountant with extensive experience in serving the accounting needs of family-owned enterprises and small to medium-sized businesses in Bethany, Connecticut. With over 15 years of experience in providing general accounting and advisory services, she specializes in basic accounting, financial planning, and small business accounting. Lucas also provides IRS representation services, helping her clients navigate complex tax matters and ensuring compliance with tax laws and regulations.
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Rebecca Soltis
Certified Public Accountant
Verified Licensed
Location Bethany, Connecticut 06524
Bethany, Connecticut-based CPA Rebecca Soltis has over 15 years of experience providing accounting services to diverse clients. Her expertise encompasses individual and business tax return preparation, as well as sales tax compliance, catering to various business structures and individual clients. With a specialization in basic accounting services, tax compliance, and business tax services, Soltis helps businesses navigate complex financial regulations and stay compliant with state and federal requirements.

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.