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Lakeville
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Lakeville
Showing 1 to 4 of 4 CPAs in Lakeville, Connecticut
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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 consulting services to small and medium-sized businesses. His expertise encompasses basic accounting services, business tax services, and small business accounting, catering to various business structures such as S-Corps, partnerships, and LLCs. Mr. Cleaveland's services also include bookkeeping and financial statement compilation, assisting clients in maintaining accurate financial records and making informed business decisions.
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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, Connecticut. With a focus on Tax Planning & Consulting and General Accounting & Advisory, she provides expert guidance to individuals and family-owned enterprises in navigating complex financial situations. Specializing in Basic Accounting Services, Business Tax Services, and Small Business Accounting, Anne Stewart-Fitz Roy offers tailored support to help clients achieve their financial goals.
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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 specializes in providing basic accounting services, ensuring tax compliance, and offering financial planning tailored to the unique needs of each client, including S-Corps, partnerships, and LLCs. Lipshie's expertise also includes bookkeeping and financial statement compilation, as well as payroll processing and compliance, helping his clients maintain accurate records and stay up-to-date with regulatory requirements.
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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 & Advisory services, as well as IRS Representation. His areas of specialization include Basic Accounting Services, Tax Compliance, and Business Tax Services, catering to a diverse client base including entrepreneurs and startups operating under various business structures such as S-Corps, partnerships, and LLCs. Gandolfo's comprehensive understanding of tax laws and regulations enables him to provide strategic advice to clients, ensuring compliance with changing tax requirements.

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.