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Essex
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Essex
Showing 11 to 14 of 14 CPAs in Essex, Connecticut
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Joel B. Anik
Certified Public Accountant
Verified Licensed
Location Essex, Connecticut 06426
Located in Essex, Connecticut, Joel B. Anik provides accounting services to entrepreneurs and startups, as well as individuals and families. With over [insert years of experience] years of experience, Joel offers expertise in basic accounting services, small business accounting, and financial planning. His services include individual and business tax return preparation, and general accounting and advisory services, catering to the diverse financial needs of his clients. As a certified public accountant, Joel stays updated with the latest accounting standards and regulations, ensuring that his clients receive accurate and timely financial advice.
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Theresa Douglas
Certified Public Accountant
Verified Licensed
Location Essex, Connecticut 06426
Based in Essex, Connecticut, Theresa Douglas provides expert accounting services to family-owned enterprises and small to medium-sized businesses. With over 10 years of experience in general accounting and advisory, she offers comprehensive support in basic accounting services, ensuring clients' financial records are accurate and up-to-date. Theresa also specializes in tax compliance and individual tax services, providing timely and precise tax return preparation for individuals and businesses.
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David Sweet
Certified Public Accountant
Verified Licensed
Location Essex, Connecticut 06426
David Sweet is a certified public accountant with over 20 years of experience, providing expert general accounting and advisory services to clients in Essex, Connecticut. He specializes in basic accounting services, tax compliance, and individual tax services, catering to the needs of individuals and families, as well as family-owned enterprises. David's service offerings also include payroll processing and compliance, designed to help businesses navigate complex regulations and administrative tasks with ease.
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Keith Dee
Certified Public Accountant
Verified Licensed
Location Essex, Connecticut 06426
Based in Essex, Connecticut, Keith Dee provides accounting services to entrepreneurs and startups, as well as small and medium-sized businesses. With over a decade of experience in general accounting and advisory services, Dee specializes in basic accounting, tax compliance, and business tax services. His expertise includes payroll processing and compliance, ensuring that clients meet their tax obligations and maintain accurate financial records.

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.