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Showing 11 to 12 of 12 CPAs in Lebanon, Connecticut
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Sheri Dumas
Certified Public Accountant
Verified Licensed
Location Lebanon, Connecticut 06249
Based in Lebanon, Connecticut, Sheri Dumas brings over a decade of experience in accounting services to her clients. She specializes in providing essential accounting support to family-owned enterprises and entrepreneurs, as well as helping small businesses navigate their tax obligations. Dumas offers expertise in sales tax compliance, individual and business tax return preparation, and basic accounting services. Her experience working with various industries, including startups, has equipped her with a solid understanding of the unique needs of each business. With a focus on Business Tax Services and Small Business Accounting, Dumas assists clients in managing their financial records and ensuring compliance with tax regulations.
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Kim Wawrzynowicz
Certified Public Accountant
Verified Licensed
Location Lebanon, Connecticut 06249
Kim Wawrzynowicz is a licensed certified public accountant based in Lebanon, Connecticut, offering general accounting and advisory services to clients in the Tri-State area. With over a decade of experience in the field, she provides specialized services in business and individual taxation, as well as bookkeeping and financial statement compilation for small businesses and large corporations. Holding certifications in basic accounting and business taxation, she has extensive experience working with various business structures, including S-Corps, partnerships, and LLCs, in addition to serving individuals and families.

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.