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Cos Cob
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Cos Cob
Showing 11 to 20 of 45 CPAs in Cos Cob, Connecticut
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Barbara Oxer
Certified Public Accountant
Verified Licensed
Location Cos Cob, Connecticut 06807
Located in Cos Cob, Connecticut, Barbara Oxer is a seasoned CPA with over 20 years of experience providing expert accounting and advisory services to individuals and family-owned enterprises. Her areas of specialization include basic accounting services, individual tax services, and financial planning, with a focus on helping clients manage their personal finances and make informed investment decisions. Barbara's services include general accounting and advisory, as well as retirement account tax reporting, providing clients with comprehensive support for all their financial needs.
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Ronnie Caffrey
Certified Public Accountant
Verified Licensed
Location Cos Cob, Connecticut 06807
Based in Cos Cob, Connecticut, Ronnie Caffrey provides tax preparation and accounting services to individuals and businesses in the state. With over 15 years of experience, Ronnie specializes in basic accounting services, tax compliance, and individual tax services, catering to entrepreneurs and startups, as well as various business structures such as S-Corps, partnerships, and LLCs. Ronnie's expertise in sales tax compliance further supports business clients in maintaining accurate financial records and meeting regulatory requirements.
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Daniel Schwartz
Certified Public Accountant
Verified Licensed
Location Cos Cob, Connecticut 06807
Daniel Schwartz, a certified public accountant based in Cos Cob, Connecticut, has been serving the accounting needs of small and medium-sized businesses, entrepreneurs, and startups since 2008. With a focus on basic accounting services, small business accounting, and tax compliance, his expertise spans financial statement compilation, bookkeeping, and retirement account tax reporting. As a seasoned professional, Schwartz is well-versed in the complexities of tax law and regulations, providing accurate and timely financial guidance to his clients.
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Gabriel Ochoa
Certified Public Accountant
Verified Licensed
Location Cos Cob, Connecticut 06807
Gabriel Ochoa is a licensed CPA with expertise in individual and business tax return preparation, serving clients in Cos Cob, Connecticut. With over 10 years of experience, he specializes in providing basic accounting services, individual tax services, and small business accounting to family-owned enterprises, entrepreneurs, and startups. Ochoa's services also include IRS representation, helping clients navigate complex tax issues and resolve disputes with the IRS.
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Bruce Gordon
Certified Public Accountant
Verified Licensed
Location Cos Cob, Connecticut 06807
Bruce Gordon, a seasoned CPA, has been providing accounting services to businesses in the Cos Cob, Connecticut area for over a decade. As a certified public accountant with expertise in General Accounting & Advisory services, Payroll Processing & Compliance, and Financial Planning, he serves the needs of family-owned enterprises and entrepreneurs and startups. With a specialization in Basic Accounting Services, Business Tax Services, and Financial Planning, Gordon's services aim to address the complex financial needs of his clients.
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David Santora
Certified Public Accountant
Verified Licensed
Location Cos Cob, Connecticut 06807
David Santora is a certified public accountant (CPA) based in Cos Cob, Connecticut, with over 20 years of experience serving small and medium-sized businesses, as well as individuals and families. He specializes in providing basic accounting services, individual tax services, and business tax services, helping clients navigate complex tax laws and regulations. Santora's expertise also includes sales tax compliance and IRS representation, ensuring accurate and timely tax submissions and minimizing potential liabilities.
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Daniel Schmitt
Certified Public Accountant
Verified Licensed
Location Cos Cob, Connecticut 06807
Based in Cos Cob, Connecticut, Daniel Schmitt is a certified public accountant with over 10 years of experience in providing accounting and tax services to family-owned enterprises and entrepreneurs. His areas of specialization include basic accounting services, individual tax services, and financial planning, allowing him to cater to the diverse needs of his clients. Schmitt's expertise in bookkeeping and financial statement compilation enables him to deliver accurate and reliable financial information to his clients, which he can then use to inform their tax planning and consulting needs.
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Adrian Leong
Certified Public Accountant
Verified Licensed
Location Cos Cob, Connecticut 06807
Adrian Leong maintains his certified public accounting license in Connecticut, specializing in areas such as Basic Accounting Services, Business Tax Services, and Individual Tax Services. Based in Cos Cob, Connecticut, Leong provides tailored solutions to Family-Owned Enterprises and Entrepreneurs and Startups, focusing on their unique accounting needs. Services under his expertise include Payroll Processing & Compliance and Sales Tax Compliance, ensuring that clients meet all relevant tax laws and regulations.
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Shaun Kelly
Certified Public Accountant
Verified Licensed
Location Cos Cob, Connecticut 06807
Based in Cos Cob, Connecticut, Shaun Kelly is a certified public accountant with over 10 years of experience providing financial guidance to businesses and individuals. With a focus on serving various business structures, including S-Corps, partnerships, and LLCs, Kelly offers comprehensive tax planning and consulting services, ensuring compliance with sales tax regulations. His specialization in basic accounting services, financial planning, and tax compliance allows him to address the diverse needs of family-owned enterprises and other clients.
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Glenn B. Anderson
Certified Public Accountant
Verified Licensed
Location Cos Cob, Connecticut 06807
Glenn B. Anderson is a certified public accountant (CPA) serving the community of Cos Cob, Connecticut. With over 12 years of experience, Anderson specializes in providing basic accounting services, tax compliance, and financial planning to various business structures, including S-Corps, partnerships, and LLCs. His expertise includes IRS representation and payroll processing and compliance, offering valuable support to entrepreneurs and startups in navigating complex business matters. Anderson's professional background and industry knowledge make him a reliable resource for business owners seeking accounting, tax, and financial guidance in the Cos Cob area.

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.