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Ellington
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Ellington
Showing 21 to 30 of 57 CPAs in Ellington, Connecticut
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Susan Ostermeier
Certified Public Accountant
Verified Licensed
Location Ellington, Connecticut 06029
Susan Ostermeier is a certified public accountant based in Ellington, Connecticut. With over 10 years of experience, she specializes in providing comprehensive financial services to individuals and small businesses. Her practice focuses on basic accounting, including bookkeeping and financial statement compilation, as well as sales tax compliance. A significant portion of her work involves serving entrepreneurs and startups, helping them establish and maintain accurate financial records.
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Robert Claydon
Certified Public Accountant
Verified Licensed
Location Ellington, Connecticut 06029
Based in Ellington, Connecticut, Robert Claydon offers accounting services tailored to the needs of small and medium-sized businesses, as well as entrepreneurs and startups. With over 15 years of experience, Claydon provides specialized services in small business accounting, individual tax services, and basic accounting. His expertise includes sales tax compliance, bookkeeping, and financial statement compilation, helping clients maintain accurate financial records and stay compliant with regulatory requirements.
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Patricia A. Mclaughlin
Certified Public Accountant
Verified Licensed
Location Ellington, Connecticut 06029
Based in Ellington, Connecticut, Patricia A. Mclaughlin is a certified public accountant with over 15 years of experience in providing accounting and tax services to family-owned enterprises and various business structures, including S-Corps, partnerships, and LLCs. Her practice specializes in basic accounting services, individual tax services, and small business accounting, with a focus on meeting the unique needs of each client. Patricia A. Mclaughlin also provides expert guidance on retirement account tax reporting and sales tax compliance, helping clients navigate complex tax laws and regulations.
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Mark Plourde
Certified Public Accountant
Verified Licensed
Location Ellington, Connecticut 06029
Mark Plourde is a licensed certified public accountant (CPA) based in Ellington, Connecticut, with over 25 years of experience. His expertise spans basic accounting services, financial planning, and business tax services, serving family-owned enterprises, individuals, and families. Plourde provides individual and business tax return preparation, as well as tax planning and consulting services to help clients navigate complex tax laws and regulations. With a deep understanding of tax laws and regulations, Plourde helps his clients make informed financial decisions and achieve their long-term financial goals.
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Morgan Ellis
Certified Public Accountant
Verified Licensed
Location Ellington, Connecticut 06029
Morgan Ellis is a licensed certified public accountant (CPA) in practice since 2007, with a focus on serving the accounting needs of family-owned enterprises and various business structures. Based in Ellington, Connecticut, Ellis provides comprehensive tax planning and consulting services to help clients optimize their financial strategies. Specializing in basic accounting services, small business accounting, and financial planning, Morgan Ellis also represents clients in front of the IRS, addressing tax disputes and ensuring compliance. With experience working with S-Corps, partnerships, and LLCs, Ellis's expertise spans a range of business structures, facilitating informed decision-making for clients in diverse industries.
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Robert Harvey
Certified Public Accountant
Verified Licensed
Location Ellington, Connecticut 06029
Specializing in accounting services for family-owned enterprises and various business structures, including S-Corps, partnerships, and LLCs, Robert Harvey provides personalized financial guidance in Ellington, Connecticut. With over 15 years of experience in basic accounting, small business accounting, and business tax services, Mr. Harvey stays up-to-date on the latest tax laws and regulations to ensure accurate and compliant financial reporting. His expertise includes sales tax compliance and retirement account tax reporting, helping clients navigate complex tax requirements and optimize their financial performance.
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Cathy Pinard
Certified Public Accountant
Verified Licensed
Location Ellington, Connecticut 06029
Cathy Pinard is a certified public accountant based in Ellington, Connecticut, with over a decade of experience in providing accounting services to small businesses and individuals. Specializing in basic accounting services, small business accounting, and tax compliance, Pinard helps clients navigate various business structures, including S-Corps, partnerships, and LLCs. With expertise in IRS representation and sales tax compliance, Pinard assists clients in resolving tax issues and ensuring accurate financial reporting.
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Joseph G. Mongillo, Jr.
Certified Public Accountant
Verified Licensed
Location Ellington, Connecticut 06029
Based in Ellington, Connecticut, Joseph G. Mongillo, Jr. provides financial expertise to individuals and families, as well as small and medium-sized businesses. With over 20 years of experience in accounting, Mongillo specializes in basic accounting services, financial planning, and business tax services. His practice focuses on sales tax compliance and retirement account tax reporting, ensuring accurate and timely submissions to relevant authorities.
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Danielle Forrest
Certified Public Accountant
Verified Licensed
Location Ellington, Connecticut 06029
Danielle Forrest is a certified public accountant based in Ellington, Connecticut, with over 10 years of experience in providing financial guidance to clients. Her areas of expertise include basic accounting services, individual tax services, and financial planning, serving the needs of individuals and families, as well as family-owned enterprises. Services offered by Danielle Forrest include tax planning and consulting, as well as general accounting and advisory services, which help clients navigate complex financial situations and make informed decisions about their financial resources.
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Dean Welti
Certified Public Accountant
Verified Licensed
Location Ellington, Connecticut 06029
Dean Welti is a certified public accountant based in Ellington, Connecticut, offering tax and accounting services to meet the diverse needs of small and medium-sized businesses and individuals and families in the community. With over 10 years of experience, he specializes in providing basic accounting services, individual tax services, and business tax services, ensuring compliance with state and federal regulations. His expertise includes handling Retirement Account Tax Reporting and ensuring accurate Sales Tax Compliance for clients, in addition to his core services.

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.