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Derby
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Derby
Showing 11 to 18 of 18 CPAs in Derby, Connecticut
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Kathleen Simione
Certified Public Accountant
Verified Licensed
Location Derby, Connecticut 06418
Based in Derby, Connecticut, Kathleen Simione is a licensed certified public accountant with over 15 years of experience in providing accounting and advisory services. Her areas of specialization include basic accounting services, financial planning, and individual tax services, with a focus on meeting the specific needs of small and medium-sized businesses and family-owned enterprises. One notable aspect of her services is the comprehensive retirement account tax reporting, which helps clients manage their tax obligations and optimize their financial strategies. She draws on her expertise in general accounting and advisory services to help clients navigate complex financial decisions and achieve their long-term goals.
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Michael Kundrat
Certified Public Accountant
Verified Licensed
Location Derby, Connecticut 06418
Based in Derby, Connecticut, Michael Kundrat is a certified public accountant with over 10 years of experience serving various business structures, including S-Corps, Partnerships, and LLCs. He specializes in providing basic accounting services, individual tax services, and small business accounting, including financial statement preparation and budgeting. Kundrat also offers IRS representation and retirement account tax reporting, helping clients navigate complex tax issues and optimize their retirement income.
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David C. Edmunds
Certified Public Accountant
Verified Licensed
Location Derby, Connecticut 06418
David C. Edmunds, a licensed CPA based in Derby, Connecticut, has been providing accounting services for over 20 years. His practice focuses on individual and business tax return preparation, as well as tax planning and consulting for small and medium-sized businesses and individuals. Specializing in basic accounting services, small business accounting, and business tax services, Edmunds helps clients navigate complex tax regulations and optimize their financial performance.
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Chris Lippi
Certified Public Accountant
Verified Licensed
Location Derby, Connecticut 06418
Based in Derby, Connecticut, Chris Lippi is a certified public accountant with over 20 years of experience. Providing accounting and advisory services to various business structures, including S-corps, partnerships, and LLCs, as well as individuals and families, Lippi specializes in basic accounting services, individual tax services, and tax compliance. Among his areas of expertise, he offers sales tax compliance, helping clients navigate the complexities of state and local tax laws. Operating independently, Lippi provides general accounting and advisory services to meet the diverse needs of his clients.
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Felicia Monaco
Certified Public Accountant
Verified Licensed
Location Derby, Connecticut 06418
With over 10 years of experience, Felicia Monaco provides tax compliance and financial planning services to clients in Derby, Connecticut and surrounding areas. Her expertise in basic accounting services and financial planning helps family-owned enterprises and individuals navigate complex tax laws and financial decisions. A certified public accountant and experienced tax professional, Monaco offers IRS representation and individual and business tax return preparation services to ensure accurate and timely filing.
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Gregory Russo
Certified Public Accountant
Verified Licensed
Location Derby, Connecticut 06418
Gregory Russo is a certified public accountant with over 17 years of experience providing financial services to individuals and businesses in Derby, Connecticut. His practice focuses on individual and business tax return preparation, as well as tax planning and consulting to help clients navigate complex tax laws and regulations. With specializations in basic accounting services, business tax services, and small business accounting, Russo offers tailored solutions for entrepreneurs, startups, and family-owned enterprises, including customized financial planning and budgeting strategies. His experience working with clients in various industries allows him to provide informed guidance and support to help them achieve their financial goals.
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Stephen Zielinski Jr
Certified Public Accountant
Verified Licensed
Location Derby, Connecticut 06418
Stephen Zielinski Jr is a licensed certified public accountant based in Derby, Connecticut, with over 15 years of experience in providing financial services. He focuses on individual and business tax return preparation, as well as retirement account tax reporting, and has a specialization in basic accounting services, individual tax services, and small business accounting. Zielinski serves clients in various business structures, including S-corps, partnerships, and LLCs, as well as family-owned enterprises, offering tax planning and compliance expertise.
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Jennifer Mazzuoccolo
Certified Public Accountant
Verified Licensed
Location Derby, Connecticut 06418
Based in Derby, Connecticut, Jennifer Mazzuoccolo provides accounting and advisory services to clients throughout various industries, including small and medium-sized businesses and different corporate structures. With over a decade of experience in accounting and financial planning, Mazzuoccolo specializes in basic accounting services, financial planning, and tax compliance for her clients. As a public accountant, she also offers unique expertise in retirement account tax reporting, helping individuals and businesses navigate the complexities of tax regulations.

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.