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Middletown
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Middletown
Showing 51 to 60 of 196 CPAs in Middletown, Connecticut
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Paul Rocheleau
Certified Public Accountant
Verified Licensed
Location Middletown, Connecticut 06457
Based in Middletown, Connecticut, Paul Rocheleau is a licensed CPA with over 20 years of experience in accounting and tax services. He specializes in providing financial guidance to family-owned enterprises and various business structures, including S-Corps, partnerships, and LLCs. Rocheleau's services include IRS representation, bookkeeping, and financial statement compilation, assisting clients in maintaining tax compliance and navigating complex financial situations.
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Melinda Evans
Certified Public Accountant
Verified Licensed
Location Middletown, Connecticut 06457
Located in Middletown, Connecticut, Melinda Evans is a certified public accountant with over 15 years of experience providing accounting services to various clients. Her areas of specialization include basic accounting services, tax compliance, and business tax services, catering to the needs of family-owned enterprises and small to medium-sized businesses. Evans' services encompass individual and business tax return preparation, as well as payroll processing and compliance, ensuring that clients remain up-to-date with regulatory requirements.
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Jaisy A. Martin
Certified Public Accountant
Verified Licensed
Location Middletown, Connecticut 06457
Based in Middletown, Connecticut, Jaisy A. Martin has been providing financial guidance to individuals and small and medium-sized businesses since 2007. Her areas of specialization include basic accounting services, business tax services, and tax compliance, helping clients navigate complex financial regulations and ensure accurate returns. Martin also offers bookkeeping and financial statement compilation services, as well as IRS representation for clients facing tax-related issues.
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Timothy Kearcher
Certified Public Accountant
Verified Licensed
Location Middletown, Connecticut 06457
Located in Middletown, Connecticut, Timothy Kearcher is a certified public accountant with over 15 years of experience providing financial guidance to family-owned enterprises and small to medium-sized businesses. He specializes in basic accounting services, tax compliance, and financial planning, helping clients navigate complex financial regulations and achieve their goals. Kearcher's services include tax planning and consulting, as well as bookkeeping and financial statement compilation, allowing businesses to maintain accurate records and make informed financial decisions.
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Linda Passinese
Certified Public Accountant
Verified Licensed
Location Middletown, Connecticut 06457
Licensed as a Certified Public Accountant, Linda Passinese provides accounting expertise to family-owned enterprises and entrepreneurs based in Middletown, Connecticut. With over 15 years of experience in accounting and tax preparation, Linda specializes in financial planning, basic accounting services, and individual tax services. Her services include sales tax compliance, individual and business tax return preparation, catering to the diverse needs of her clients. Linda's experience in serving startups and small businesses in Connecticut allows her to offer tailored financial guidance and support.
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Jerrod J. Whelan
Certified Public Accountant
Verified Licensed
Location Middletown, Connecticut 06457
Based in Middletown, Connecticut, Jerrod J. Whelan has nearly two decades of experience providing financial guidance to family-owned enterprises and small to medium-sized businesses. Specializing in tax compliance and small business accounting, Whelan's expertise includes payroll processing and compliance, as well as retirement account tax reporting. He focuses on delivering accurate and timely tax solutions, ensuring businesses can maintain compliance with ever-changing regulations.
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Kevin J. Connolly
Certified Public Accountant
Verified Licensed
Location Middletown, Connecticut 06457
Kevin J. Connolly is a licensed certified public accountant (CPA) based in Middletown, Connecticut, serving entrepreneurs and startups, as well as individuals and families. With over 5 years of experience in providing financial guidance, Connolly specializes in basic accounting services, tax compliance, and financial planning. His expertise includes bookkeeping and financial statement compilation, and he is well-versed in retirement account tax reporting.
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Andrea Zibaitis
Certified Public Accountant
Verified Licensed
Location Middletown, Connecticut 06457
Located in Middletown, Connecticut, Andrea Zibaitis is a certified public accountant with over 15 years of experience in various accounting roles. Her expertise spans individual and business tax return preparation, as well as sales tax compliance, which ensures clients stay up-to-date with regulatory requirements. Zibaitis specializes in providing basic accounting services, including financial statement preparation and budget development, to small business owners and individual clients, such as family-owned enterprises and individuals.
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Wendi Matloff
Certified Public Accountant
Verified Licensed
Location Middletown, Connecticut 06457
Based in Middletown, Connecticut, Wendi Matloff offers expert accounting services to individuals and families, as well as small and medium-sized businesses. With over 15 years of experience in public accounting, she provides specialized services in business tax services, small business accounting, and basic accounting services. Her expertise encompasses individual and business tax return preparation, as well as IRS representation for clients with complex tax issues. Matloff's extensive experience and knowledge make her a valuable resource for clients navigating the intricacies of federal and state tax laws.
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Deborah A. Dulisse
Certified Public Accountant
Verified Licensed
Location Middletown, Connecticut 06457
Deborah A. Dulisse is a certified public accountant (CPA) based in Middletown, Connecticut, with over 15 years of experience providing general accounting and advisory services to small businesses and individuals across various industries. Her areas of specialization include basic accounting services, small business accounting, and individual tax services, with a particular focus on helping family-owned enterprises and closely held businesses navigate complex financial and tax matters. Deborah represents clients in IRS audits and negotiations, providing expert guidance on tax compliance and controversy matters.

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.