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Haddam
Filter Results
Haddam
Showing 1 to 8 of 8 CPAs in Haddam, Connecticut
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Joanne Courtright
Certified Public Accountant
Verified Licensed
Location Haddam, Connecticut 06438
Based in Haddam, Connecticut, Joanne Courtright has over 20 years of experience as a certified public accountant. She specializes in providing Basic Accounting Services, Business Tax Services, and Individual Tax Services to small and medium-sized businesses, as well as family-owned enterprises. Courtright's services include individual and business tax return preparation, as well as specialized tax reporting for retirement accounts, helping her clients navigate complex tax regulations.
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Bethany Clague
Certified Public Accountant
Verified Licensed
Location Haddam, Connecticut 06438
Bethany Clague is a certified public accountant with extensive experience in providing financial guidance to various business structures, including S-Corps, Partnerships, and LLCs, based in Haddam, Connecticut. With over 15 years of expertise in tax planning, bookkeeping, and financial statement compilation, Clague offers specialized services in business tax and financial planning, catering to the needs of entrepreneurs and startups. Her areas of specialization include basic accounting services, financial planning, and business tax services, serving a diverse range of clients with varying financial needs.
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Robyn Sparks
Certified Public Accountant
Verified Licensed
Location Haddam, Connecticut 06438
Based in Haddam, Connecticut, Robyn Sparks has been providing accounting services for over a decade. Holding experience in basic accounting services, business tax services, and small business accounting, Sparks assists individuals and families, as well as small and medium-sized businesses. Her portfolio includes tax planning and consulting, as well as individual and business tax return preparation.
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Marianne Chamberlain
Certified Public Accountant
Verified Licensed
Location Haddam, Connecticut 06438
Marianne Chamberlain is a certified public accountant based in Haddam, Connecticut, with over 15 years of experience serving small and medium-sized businesses, entrepreneurs, and startups. Her expertise lies in providing fundamental accounting services, business tax consulting, and ensuring tax compliance for her clients. Notably, Marianne offers specialized tax reporting services for retirement accounts, ensuring accurate and timely submissions to the relevant authorities. Her extensive experience and knowledge of payroll processing and compliance regulations enable her to provide efficient and cost-effective solutions to her clients' needs.
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Michael Rutledge
Certified Public Accountant
Verified Licensed
Location Haddam, Connecticut 06438
Based in Haddam, Connecticut, Michael Rutledge is a seasoned accountant with over 10 years of experience in public accounting. Providing tax planning and consulting services to small and medium-sized businesses, entrepreneurs, and startups in Connecticut, he specializes in basic accounting services, financial planning, and tax compliance. His professional expertise includes general accounting and advisory services, helping clients navigate financial complexities and make informed decisions.
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Richard H. Tillson
Certified Public Accountant
Verified Licensed
Location Haddam, Connecticut 06438
Based in Haddam, Connecticut, Richard H. Tillson is a seasoned accountant with over 20 years of experience, providing expert guidance to entrepreneurs and family-owned enterprises. He specializes in individual tax services, retirement account tax reporting, and financial planning, in addition to offering basic accounting services and bookkeeping & financial statement compilation. His experience in serving entrepreneurs and family-owned enterprises extends over two decades, allowing him to develop a comprehensive understanding of the unique financial needs and challenges faced by these clients.
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James Lusis
Certified Public Accountant
Verified Licensed
Location Haddam, Connecticut 06438
Based in Haddam, Connecticut, James Lusis has over 10 years of experience as a certified public accountant. Providing comprehensive accounting services to entrepreneurs and startups, as well as various business structures such as S-Corps, partnerships, and LLCs, Lusis's expertise lies in basic accounting services, small business accounting, and business tax services. His expertise in payroll processing and compliance, as well as sales tax compliance, enables him to address complex financial needs of his clients.
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Greg Nicholas
Certified Public Accountant
Verified Licensed
Location Haddam, Connecticut 06438
Greg Nicholas is a practicing certified public accountant based in Haddam, Connecticut. With over 15 years of experience in accounting, he specializes in providing basic accounting services, business tax services, and small business accounting to family-owned enterprises and entrepreneurs. His services include IRS representation, bookkeeping, and financial statement compilation, offering support to clients throughout various stages of their business lifecycle. Nicholas' expertise covers a range of topics, from tax preparation and planning to financial statement analysis and auditing.

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.