Filter Results
Columbia
Filter Results
Columbia
Showing 1 to 10 of 16 CPAs in Columbia, Connecticut
KJ
Kevin J. Cassidy
Certified Public Accountant
Verified Licensed
Location Columbia, Connecticut 06237
Certified Public Accountant Kevin J. Cassidy is a seasoned professional with over 15 years of experience in providing accounting services to various business structures in Columbia, Connecticut. His areas of specialization include basic accounting services, tax compliance, and small business accounting, with a focus on helping family-owned enterprises and S-Corps navigate complex financial regulations. Cassidy also assists clients with payroll processing and compliance, ensuring timely and accurate payments to employees and adherence to relevant labor laws. With a strong understanding of tax law and regulations, he provides general accounting and advisory services to help businesses make informed financial decisions.
J
Jerome Baskin
Certified Public Accountant
Verified Licensed
Location Columbia, Connecticut 06237
Certified Public Accountant Jerome Baskin provides financial guidance to individuals and families, entrepreneurs, and startups in the Columbia, Connecticut area. With over 12 years of experience in accounting, he specializes in individual and business tax return preparation, payroll processing, and compliance, as well as basic accounting services and financial planning. Jerome's expertise includes assisting small businesses with accounting needs and helping entrepreneurs navigate financial complexities.
D
Diane Schatz
Certified Public Accountant
Verified Licensed
Location Columbia, Connecticut 06237
Diane Schatz is a certified public accountant with a professional presence in Columbia, Connecticut. She has over 20 years of experience in tax planning and consulting services, offering personalized advice to help individuals and businesses achieve their financial goals. Specializing in basic accounting services, financial planning, and individual tax services, Diane provides expert support to small and medium-sized businesses, as well as individuals and families. In addition to her core services, Diane is also knowledgeable in payroll processing and compliance, ensuring her clients meet all relevant tax obligations.
R
Ralph Webb
Certified Public Accountant
Verified Licensed
Location Columbia, Connecticut 06237
Ralph Webb, a certified public accountant based in Columbia, Connecticut, has over 17 years of experience providing accounting and tax services to small and medium-sized businesses. His areas of specialization include basic accounting services, business tax services, and financial planning, with a focus on helping family-owned enterprises navigate complex financial decisions. As a seasoned accounting professional, Webb stays up-to-date on the latest tax laws and regulations, offering expertise in payroll processing and compliance.
L
Lynne Urban
Certified Public Accountant
Verified Licensed
Location Columbia, Connecticut 06237
Lynne Urban, a certified public accountant, is based in Columbia, Connecticut, and has been serving clients in the area for over 15 years. Her expertise lies in providing individual and business tax return preparation, as well as general accounting and advisory services to family-owned enterprises, entrepreneurs, and startups. With a focus on basic accounting services, small business accounting, and tax compliance, Lynne ensures that her clients meet their financial obligations and make informed business decisions.
C
Christine Embser
Certified Public Accountant
Verified Licensed
Location Columbia, Connecticut 06237
Christine Embser, a certified public accountant based in Columbia, Connecticut, has over two decades of experience providing financial guidance to small and medium-sized businesses. Her expertise extends to basic accounting services, including bookkeeping and financial statement compilation, as well as specialized services such as retirement account tax reporting. With a focus on serving various business structures, including S-Corps, partnerships, and LLCs, Embser assists clients in navigating complex financial planning and tax matters.
SJ
Stephen J. Hay
Certified Public Accountant
Verified Licensed
Location Columbia, Connecticut 06237
Certified Public Accountant Stephen J. Hay is a practicing professional based in Columbia, Connecticut, with over 15 years of experience in providing tax and accounting services. His areas of specialization include basic accounting services, tax compliance, and small business accounting, catering to entrepreneurs and startups, as well as individuals and families. Hay's services also encompass IRS representation and retirement account tax reporting, helping clients navigate complex tax regulations and achieve financial stability.
M
Morgan Marchitto
Certified Public Accountant
Verified Licensed
Location Columbia, Connecticut 06237
Morgan Marchitto is a licensed CPA with over 15 years of experience providing expert accounting and advisory services to entrepreneurs and startups in the state of Connecticut. Based in Columbia, Marchitto offers a range of general accounting services, including sales tax compliance, as well as financial planning and small business accounting advice. Holding specializations in basic accounting services, small business accounting, and financial planning, Marchitto has extensive experience working with various business structures, such as S-Corps, partnerships, and LLCs.
M
Mark Mcguire
Certified Public Accountant
Verified Licensed
Location Columbia, Connecticut 06237
Mark McGuire is a certified public accountant based in Columbia, Connecticut, with over 7 years of experience in providing expert accounting services to his clients. He specializes in individual and small business tax preparation, as well as basic accounting services, catering to the needs of family-owned enterprises and entrepreneurs. Additionally, McGuire offers IRS representation, helping his clients navigate complex tax issues and resolve disputes with the Internal Revenue Service, a unique service that sets him apart from other accountants in the area.
A
Alfred Vezina
Certified Public Accountant
Verified Licensed
Location Columbia, Connecticut 06237
Based in Columbia, Connecticut, Alfred Vezina is a certified public accountant with over 15 years of experience in providing financial expertise to diverse clients. He specializes in offering basic accounting services, small business accounting, and financial planning, helping entrepreneurs and startups navigate their financial complexities. Vezina also provides tax planning and consulting services, as well as IRS representation, ensuring his clients receive personalized guidance on their tax obligations.

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.