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Marlborough
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Marlborough
Showing 41 to 48 of 48 CPAs in Marlborough, Connecticut
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Robert Traficanti
Certified Public Accountant
Verified Licensed
Location Marlborough, Connecticut 06447
Located in Marlborough, Connecticut, Robert Traficanti provides comprehensive accounting solutions to family-owned enterprises and individual clients. With over 20 years of experience in the field, he specializes in basic accounting services, individual tax services, and small business accounting, helping clients navigate complex financial regulations. His expertise in sales tax compliance and tax planning consulting enables him to offer tailored guidance on tax optimization strategies and ensuring regulatory compliance.
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Lisa Boy
Certified Public Accountant
Verified Licensed
Location Marlborough, Connecticut 06447
Lisa Boy is a certified public accountant based in Marlborough, Connecticut, with over 15 years of experience in providing financial services to individuals and businesses. Her areas of specialization include basic accounting services, business tax services, and individual tax services, catering to various business structures and small to medium-sized businesses. Lisa also specializes in preparing individual and business tax returns, as well as reporting tax liabilities for retirement accounts.
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Kathleen O'Neil
Certified Public Accountant
Verified Licensed
Location Marlborough, Connecticut 06447
Kathleen O'Neil provides accounting services to small and medium-sized businesses in Marlborough, Connecticut. With over 15 years of experience in the field, she specializes in basic accounting services, business tax services, and small business accounting. The services offered by O'Neil include retirement account tax reporting, payroll processing and compliance, and assistance with business tax preparation. As a certified public accountant, O'Neil serves clients in various industries, including family-owned enterprises and small businesses.
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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.
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Allen Pollock
Certified Public Accountant
Verified Licensed
Location Marlborough, Connecticut 06447
Based in Marlborough, Connecticut, Allen Pollock provides accounting services to family-owned enterprises and entrepreneurs. With over years of experience, Pollock specializes in tax compliance, individual tax services, and basic accounting services. His services include tax planning and consulting, as well as bookkeeping and financial statement compilation.
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Justin N. Wilcox
Certified Public Accountant
Verified Licensed
Location Marlborough, Connecticut 06447
Located in Marlborough, Connecticut, Justin N. Wilcox provides accounting services to businesses in various industries. With over [insert years] years of experience in accounting, Wilcox specializes in basic accounting services, small business accounting, and tax compliance for small and medium-sized businesses, entrepreneurs, and startups. His expertise includes individual and business tax return preparation, as well as sales tax compliance, helping clients navigate complex financial regulations.
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Thomas J. O'Neill
Certified Public Accountant
Verified Licensed
Location Marlborough, Connecticut 06447
Based in Marlborough, Connecticut, Thomas J. O'Neill is a certified public accountant with over 15 years of experience providing accounting and tax services to a diverse range of clients. His expertise spans basic accounting services, business tax services, and individual tax services, making him a valuable resource for family-owned enterprises, S-Corps, partnerships, and LLCs seeking tax compliance and financial guidance. O'Neill's services also include sales tax compliance, ensuring businesses meet state and local tax requirements and avoid unnecessary penalties.
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Richard L. Shonk
Certified Public Accountant
Verified Licensed
Location Marlborough, Connecticut 06447
Based in Marlborough, Connecticut, Richard L. Shonk provides expert accounting and financial services to a range of clients, including small and medium-sized businesses and family-owned enterprises. With over 30 years of experience, he specializes in basic accounting services, financial planning, and tax compliance, navigating complex financial situations with precision and accuracy. Notably, Shonk also offers IRS representation and sales tax compliance services, helping clients resolve tax issues and maintain compliance with financial regulations.

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.