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Marion
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Marion
Showing 1 to 5 of 5 CPAs in Marion, Connecticut
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Kathryn Brookman
Certified Public Accountant
Verified Licensed
Location Marion, Connecticut 06444
Kathryn Brookman is a certified public accountant based in Marion, Connecticut, with over 15 years of experience in accounting and taxation. Her practice focuses on providing basic accounting services and small business accounting to individuals and families, as well as various business structures, including S-Corps, partnerships, and LLCs. She offers specialized services in sales tax compliance and payroll processing, ensuring that clients meet their tax obligations and regulatory requirements.
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David Pytlik
Certified Public Accountant
Verified Licensed
Location Marion, Connecticut 06444
A Marion, Connecticut-based accountant with over 15 years of experience, David Pytlik provides a range of accounting and advisory services to various business structures and individual clients. His expertise includes basic accounting, bookkeeping, financial statement compilation, and business tax preparation for small businesses, partnerships, and individuals. Pytlik's services cater to diverse business needs, making him a reliable choice for those seeking expert accounting guidance in the region.
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Charles Bailey, III
Certified Public Accountant
Verified Licensed
Location Marion, Connecticut 06444
Located in Marion, Connecticut, Charles Bailey III, III brings over 15 years of experience in accounting and tax preparation to his clients. His areas of specialization include basic accounting services, business tax services, and small business accounting, serving family-owned enterprises and individuals and families. Charles Bailey III prepares accurate and timely individual and business tax returns, and ensures compliance with all sales tax regulations. With expertise in tax preparation and financial planning, he provides dependable support to his clients in achieving their financial goals.
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Jerome Albino
Certified Public Accountant
Verified Licensed
Location Marion, Connecticut 06444
Based in Marion, Connecticut, Jerome Albino is a certified public accountant with over 20 years of experience providing expert accounting services to small and medium-sized businesses, as well as entrepreneurs and startups. His practice specializes in basic accounting services, financial planning, and business tax services, helping clients navigate complex financial matters and achieve their goals. Jerome is also skilled in IRS representation, assisting clients with tax disputes and ensuring compliance with regulatory requirements.
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Rosemary Bailey
Certified Public Accountant
Verified Licensed
Location Marion, Connecticut 06444
Rosemary Bailey is a certified public accountant with over 20 years of experience serving clients in Marion, Connecticut. She specializes in providing basic accounting services, tax compliance, and financial planning to individuals and families, as well as family-owned enterprises. With expertise in tax planning and consulting, Bailey also offers IRS representation services to help clients navigate complex tax issues. Her comprehensive knowledge and extensive experience make her a valuable resource for clients seeking personalized accounting and tax guidance.

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.