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Middlebury
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Middlebury
Showing 21 to 30 of 42 CPAs in Middlebury, Connecticut
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William Lonergan
Certified Public Accountant
Verified Licensed
Location Middlebury, Connecticut 06762
William Lonergan is a certified public accountant serving the Middlebury, Connecticut community. With over 15 years of experience, Lonergan provides expert tax return preparation services for both individuals and businesses, ensuring accurate and timely filings. His specialization in basic accounting services, business tax services, and small business accounting enables him to cater to the diverse needs of family-owned enterprises and various business structures, including S-Corps, partnerships, and LLCs.
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Leonard Romaniello, Jr
Certified Public Accountant
Verified Licensed
Location Middlebury, Connecticut 06762
Based in Middlebury, Connecticut, Leonard Romaniello, Jr has been practicing as a certified public accountant for over 20 years. He specializes in providing comprehensive tax compliance services to small and medium-sized businesses, including S-Corps, partnerships, and LLCs. Leonard's expertise also extends to basic accounting services, such as financial statement preparation and budgeting, for businesses of various structures. Notably, he offers IRS representation services to support clients in resolving tax disputes and ensuring compliance with tax regulations.
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John Zinno
Certified Public Accountant
Verified Licensed
Location Middlebury, Connecticut 06762
Based in Middlebury, Connecticut, John Zinno is a certified public accountant with over 17 years of experience in providing financial guidance. He specializes in offering basic accounting services, financial planning, and individual tax services to a diverse range of clients, including small and medium-sized businesses and various business structures such as S-Corps, partnerships, and LLCs. In addition to his core services, John also provides specialized assistance with sales tax compliance and retirement account tax reporting, helping his clients navigate complex regulatory requirements.
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Thomas I. Phillips
Certified Public Accountant
Verified Licensed
Location Middlebury, Connecticut 06762
Based in Middlebury, Connecticut, Thomas I. Phillips is a certified public accountant with over 20 years of experience in providing financial services. His specialization in individual and business tax preparation, as well as his expertise in payroll processing and compliance, make him a valuable resource for family-owned enterprises and various business structures, including S-Corps, partnerships, and LLCs. With a focus on basic accounting services and individual tax services, Phillips ensures tax compliance and helps clients navigate complex financial regulations.
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Martin Devino
Certified Public Accountant
Verified Licensed
Location Middlebury, Connecticut 06762
Martin Devino is a certified public accountant with over 15 years of experience in Middlebury, Connecticut. He specializes in providing tax planning and consulting services to entrepreneurs and startups, as well as individual and business tax return preparation for a wide range of clients. With a focus on basic accounting services, tax compliance, and financial planning, Devino helps his clients navigate the complexities of financial management and adhere to regulatory requirements.
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Robert Lyman
Certified Public Accountant
Verified Licensed
Location Middlebury, Connecticut 06762
Raised in Middlebury, Connecticut, Robert Lyman established his practice to cater to the accounting needs of local entrepreneurs and family-owned enterprises. With over 15 years of experience, he provides expert general accounting and advisory services, including bookkeeping and financial statement compilation. His specialization in tax compliance and financial planning empowers business owners to make informed decisions.
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Carol B. Swinkin
Certified Public Accountant
Verified Licensed
Location Middlebury, Connecticut 06762
Based in Middlebury, Connecticut, Carol B. Swinkin is a certified public accountant with over 25 years of experience providing accounting services to businesses in various industries. She specializes in small business accounting, financial planning, and basic accounting services, including tax reporting for retirement accounts and IRS representation. With expertise in serving S-Corps, partnerships, and LLCs, Swinkin helps small and medium-sized businesses navigate complex tax laws and financial regulations.
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Robert Wedinger
Certified Public Accountant
Verified Licensed
Location Middlebury, Connecticut 06762
Based in Middlebury, Connecticut, Robert Wedinger provides comprehensive accounting services to a diverse range of clients. With over 20 years of experience in the field, Wedinger's specializations include basic accounting services, business tax services, and financial planning, catering to various business structures such as S-Corps, partnerships, and LLCs. His expertise in payroll processing and sales tax compliance is particularly valuable to small and medium-sized businesses, helping them navigate complex financial regulations and ensure compliance with tax laws.
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Thomas White Jr
Certified Public Accountant
Verified Licensed
Location Middlebury, Connecticut 06762
Based in Middlebury, Connecticut, Thomas White Jr. has been providing comprehensive accounting services to a diverse range of clients for over 15 years. His practice focuses on business tax services, tax compliance, and basic accounting, catering to various business structures, including S-Corps, partnerships, and LLCs, as well as family-owned enterprises. Notably, Thomas offers specialized IRS representation and tax reporting services for retirement accounts, helping clients navigate complex tax regulations and ensure compliance.
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Kathleen Kelley
Certified Public Accountant
Verified Licensed
Location Middlebury, Connecticut 06762
Kathleen Kelley, a seasoned accounting professional based in Middlebury, Connecticut, offers expertise in bookkeeping and financial statement compilation, as well as tax planning and consulting services. With over 10 years of experience in providing financial guidance to family-owned enterprises and entrepreneurs and startups, Kelley specializes in basic accounting services, financial planning, and tax compliance. Her extensive knowledge of tax regulations and financial planning enables her to provide personalized support to clients, helping them navigate complex financial landscapes.

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.