Filter Results
Lakeville
Filter Results
Lakeville
Showing 1 to 4 of 4 CPAs in Lakeville, Connecticut
J
Joseph Cleaveland
Certified Public Accountant
Verified Licensed
Location Lakeville, Connecticut 06039
Joseph Cleaveland, a certified public accountant based in Lakeville, Connecticut, has over 15 years of experience in providing tax planning and consul...
A
Anne Stewart-Fitz Roy
Certified Public Accountant
Verified Licensed
Location Lakeville, Connecticut 06039
Anne Stewart-Fitz Roy, a certified public accountant, brings over 15 years of experience in the field of accounting to her work in Lakeville, Connecti...
N
Norman Lipshie
Certified Public Accountant
Verified Licensed
Location Lakeville, Connecticut 06039
Norman Lipshie is a certified public accountant with over 15 years of experience serving entrepreneurs and startups in Lakeville, Connecticut. He spec...
T
Thomas Gandolfo
Certified Public Accountant
Verified Licensed
Location Lakeville, Connecticut 06039
Based in Lakeville, Connecticut, Thomas Gandolfo is a seasoned accountant with 15 years of experience providing expert guidance on General Accounting...

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.