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Marlborough
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Marlborough
Showing 1 to 10 of 48 CPAs in Marlborough, Connecticut
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Richard J. Tavolieri
Certified Public Accountant
Verified Licensed
Location Marlborough, Connecticut 06447
Located in Marlborough, Connecticut, Richard J. Tavolieri provides tax preparation and accounting services to individuals and businesses in need of financial guidance. With over 10 years of experience, he specializes in basic accounting services, individual tax services, and financial planning for various business structures, including S-Corps, partnerships, and LLCs. Richard J. Tavolieri also serves entrepreneurs and startups, offering general accounting and advisory services to help them navigate complex financial landscapes and achieve their business goals.
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Karen Langlois
Certified Public Accountant
Verified Licensed
Location Marlborough, Connecticut 06447
Karen Langlois is a certified public accountant based in Marlborough, Connecticut, with over 15 years of experience in providing accounting services. She specializes in basic accounting services, small business accounting, and tax compliance, serving a diverse range of clients including individuals and families, as well as various business structures such as S-corps, partnerships, and LLCs. Langlois offers specialized tax reporting services for retirement accounts, as well as bookkeeping and financial statement compilation, helping clients maintain accurate financial records and stay compliant with tax regulations.
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Paul Palmer
Certified Public Accountant
Verified Licensed
Location Marlborough, Connecticut 06447
Paul Palmer, a certified public accountant with over 15 years of experience, serves clients in Marlborough, Connecticut. His practice focuses on tax planning and consulting, providing bookkeeping and financial statement compilation services to individuals, families, and businesses. With specialization in basic accounting services, financial planning, and business tax services, Palmer caters to diverse business structures, including S-Corps, partnerships, and LLCs. He maintains a strong understanding of federal and state tax laws, ensuring his clients receive accurate and compliant financial guidance.
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Shawn Murphy
Certified Public Accountant
Verified Licensed
Location Marlborough, Connecticut 06447
Located in Marlborough, Connecticut, Shawn Murphy is a certified public accountant with over a decade of experience in providing comprehensive accounting services to entrepreneurs and startups, as well as individuals and families. His practice focuses on business tax services, individual tax services, and basic accounting services, including bookkeeping and financial statement compilation, to support clients' financial goals. Murphy's expertise encompasses retirement account tax reporting, ensuring accurate and timely compliance for clients with retirement accounts.
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John Masotti
Certified Public Accountant
Verified Licensed
Location Marlborough, Connecticut 06447
Located in Marlborough, Connecticut, John Masotti provides financial expertise to businesses and individuals in the region. With over 15 years of experience in accounting and taxation, he delivers precise financial guidance and support to clients across various business structures, including S-Corps, partnerships, and LLCs. His specialization includes basic accounting services, tax compliance, and individual tax services, making him a trusted advisor for entrepreneurs and startups in need of tailored financial solutions. Notably, John also offers expertise in payroll processing and compliance, ensuring his clients' businesses stay up-to-date with the latest tax regulations and filing requirements.
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Mark Sheptoff
Certified Public Accountant
Verified Licensed
Location Marlborough, Connecticut 06447
Based in Marlborough, Connecticut, Mark Sheptoff brings over two decades of experience to his role as a certified public accountant. His expertise spans basic accounting services, financial planning, and individual tax services, catering to the needs of family-owned enterprises and entrepreneurs and startups. Sheptoff's services include payroll processing and compliance, as well as retirement account tax reporting, providing his clients with comprehensive financial guidance and support.
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James L. Bergman
Certified Public Accountant
Verified Licensed
Location Marlborough, Connecticut 06447
James L. Bergman, a seasoned accountant, is based in Marlborough, Connecticut, and has been providing financial expertise to businesses and individuals for over 15 years. His areas of specialization include basic accounting services, financial planning, and business tax services, catering to a diverse range of clients, from small S-Corps to entrepreneurs and startup owners. Bergman's services encompass payroll processing and compliance, ensuring accurate and timely payments, as well as retirement account tax reporting, helping clients navigate complex tax laws and regulations.
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Jonathan A. Wallman
Certified Public Accountant
Verified Licensed
Location Marlborough, Connecticut 06447
Jonathan A. Wallman is a certified public accountant (CPA) based in Marlborough, Connecticut, with over 10 years of experience providing accounting services to small businesses and entrepreneurs. He specializes in tax planning and consulting, focusing on sales tax compliance and ensuring clients are in compliance with regulatory requirements. As a seasoned certified public accountant, Jonathan handles various business structures, including S-Corps, partnerships, and LLCs, offering tailored financial planning and basic accounting services to suit their needs.
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Michael D. Bula
Certified Public Accountant
Verified Licensed
Location Marlborough, Connecticut 06447
Michael D. Bula is a certified public accountant with over 15 years of experience serving clients in Marlborough, Connecticut. He specializes in providing basic accounting services, business tax services, and tax compliance solutions to individuals and families, as well as small and medium-sized businesses. Bula's expertise also includes retirement account tax reporting and sales tax compliance, helping his clients navigate complex tax regulations and ensure accurate financial reporting.
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Brendan O'Brien
Certified Public Accountant
Verified Licensed
Location Marlborough, Connecticut 06447
Brendan O'Brien is a certified public accountant based in Marlborough, Connecticut. With over 15 years of experience, he provides comprehensive tax compliance and financial planning services to family-owned enterprises and individuals. His expertise includes individual and business tax return preparation, as well as sales tax compliance, ensuring clients meet all regulatory requirements. Able to guide clients through complex financial matters, O'Brien's services also cover basic accounting and financial planning, helping them achieve long-term financial stability.

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.