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Marlborough
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Marlborough
Showing 21 to 30 of 48 CPAs in Marlborough, Connecticut
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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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William Hutton IV
Certified Public Accountant
Verified Licensed
Location Marlborough, Connecticut 06447
Located in Marlborough, Connecticut, William Hutton IV provides accounting services to individuals and families, as well as family-owned enterprises. A certified public accountant with over 10 years of experience, Hutton specializes in basic accounting services, financial planning, and individual tax services. He also offers IRS representation and sales tax compliance services, helping clients navigate complex tax matters and ensure regulatory compliance.
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Kathie Farnsworth
Certified Public Accountant
Verified Licensed
Location Marlborough, Connecticut 06447
Kathie Farnsworth is a certified public accountant based in Marlborough, Connecticut, with over 15 years of experience in providing accounting services to entrepreneurs and small to medium-sized businesses. She specializes in basic accounting services, small business accounting, and tax compliance, offering financial statement compilation and bookkeeping services to support her clients' financial management needs. With a focus on individual and business tax return preparation, Kathie helps her clients navigate complex tax laws and regulations to ensure accurate and timely filing of tax returns.
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Reed W. Risteen
Certified Public Accountant
Verified Licensed
Location Marlborough, Connecticut 06447
Located in Marlborough, Connecticut, Reed W. Risteen is a certified public accountant with extensive experience in accounting services. With over 10 years of experience, he specializes in providing basic accounting services, financial planning, and individual tax services to a diverse range of clients, including entrepreneurs and startups, as well as individuals and families. Some notable services offered by Reed include IRS representation and financial statement compilation, in addition to his general accounting expertise.
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John Mcgeowan
Certified Public Accountant
Verified Licensed
Location Marlborough, Connecticut 06447
Located in Marlborough, Connecticut, John Mcgeowan is a certified public accountant with over 15 years of experience providing financial guidance to clients in the local community. He specializes in basic accounting services, financial planning, and tax compliance, with a focus on helping individuals and families, as well as entrepreneurs and startups, navigate complex tax laws and regulations. With expertise in sales tax compliance and tax planning and consulting, Mcgeowan serves as a trusted advisor for clients seeking to optimize their financial situations.
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Gregory Lowrey
Certified Public Accountant
Verified Licensed
Location Marlborough, Connecticut 06447
Based in Marlborough, Connecticut, Gregory Lowrey is an experienced CPA with over 15 years of professional background in accounting and taxation. He specializes in providing basic accounting services, financial planning, and business tax services to a diverse range of clients, including family-owned enterprises and various business structures such as S-Corps, Partnerships, and LLCs. Lowrey's services encompass bookkeeping and financial statement compilation, as well as individual and business tax return preparation.
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Robert Lee
Certified Public Accountant
Verified Licensed
Location Marlborough, Connecticut 06447
Robert Lee, a certified public accountant based in Marlborough, Connecticut, has been providing accounting services to individuals and families for over 15 years. He specializes in basic accounting services, tax compliance, and small business accounting for family-owned enterprises. Robert's expertise includes retirement account tax reporting and ensuring sales tax compliance for clients.

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.