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Monroe
Filter Results
Monroe
Showing 1 to 10 of 103 CPAs in Monroe, Connecticut
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Jeffrey Ellis
Certified Public Accountant
Verified Licensed
Location Monroe, Connecticut 06468
With over 15 years of experience in public accounting, Jeffrey Ellis has developed expertise in providing comprehensive accounting services to family-owned enterprises and businesses with diverse structures. A certified public accountant licensed in Connecticut, Ellis specializes in basic accounting services, individual tax services, and business tax services, helping clients navigate complex tax planning and consulting issues. Based in Monroe, Connecticut, Ellis's practice focuses on supporting small to medium-sized businesses, including S-corps, partnerships, and limited liability companies.
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Christopher Miller
Certified Public Accountant
Verified Licensed
Location Monroe, Connecticut 06468
Located in Monroe, Connecticut, Christopher Miller is a certified public accountant with over 10 years of experience serving small businesses and entrepreneurs. He specializes in providing general accounting and advisory services, with a focus on basic accounting needs, financial planning, and sales tax compliance. Miller's expertise extends to various business structures, including S-corporations, partnerships, and limited liability companies.
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Daniel Fernez
Certified Public Accountant
Verified Licensed
Location Monroe, Connecticut 06468
Based in Monroe, Connecticut, Daniel Fernez has spent over 20 years providing financial guidance to family-owned enterprises and various business structures, including S-Corps, partnerships, and LLCs. With expertise in basic accounting services, individual tax services, and tax compliance, Fernez's practice includes representation before the IRS and payroll processing & compliance services. His experience spans multiple industries and involves assisting clients with complex financial matters, ensuring they remain compliant with regulatory requirements.
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Michael Wilemski
Certified Public Accountant
Verified Licensed
Location Monroe, Connecticut 06468
Michael Wilemski is a licensed Certified Public Accountant serving the Monroe, Connecticut community with over a decade of experience. His practice focuses on serving small and medium-sized businesses, entrepreneurs, and startups, offering expertise in business tax services, individual tax services, and basic accounting services. Among his services, Michael provides IRS representation to help clients navigate complex tax issues and resolve potential disputes.
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George Lazor
Certified Public Accountant
Verified Licensed
Location Monroe, Connecticut 06468
George Lazor is a certified public accountant (CPA) based in Monroe, Connecticut, with over 15 years of experience in accounting services. He specializes in providing tax planning and consulting, payroll processing and compliance, and individual and business tax services to individuals and families, as well as family-owned enterprises. Lazor's expertise in basic accounting services, business tax services, and individual tax services has earned him a reputation for providing accurate and timely financial guidance.
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Julie Bastarache
Certified Public Accountant
Verified Licensed
Location Monroe, Connecticut 06468
Located in Monroe, Connecticut, Julie Bastarache is a certified public accountant with over 15 years of experience. She specializes in providing financial planning and individual tax services, drawing from her expertise in basic accounting services. Her practice also serves small and medium-sized businesses, as well as entrepreneurs and startups, assisting with sales tax compliance and individual and business tax return preparation.
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Theresa Infante
Certified Public Accountant
Verified Licensed
Location Monroe, Connecticut 06468
Based in Monroe, Connecticut, Theresa Infante has been providing accounting services for over 15 years, focusing on the needs of small and medium-sized businesses across various structures, including S-Corps, partnerships, and LLCs. Her expertise encompasses bookkeeping and financial statement compilation, as well as payroll processing and compliance. Theresa's specializations in basic accounting services, financial planning, and small business accounting enable her to deliver tailored solutions for clients.
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Richard Papscoe
Certified Public Accountant
Verified Licensed
Location Monroe, Connecticut 06468
Based in Monroe, Connecticut, Richard Papscoe has been providing accounting services since 2003. His expertise includes assisting small and medium-sized businesses, as well as various business structures such as S-Corps, partnerships, and LLCs. Richard specializes in basic accounting services, small business accounting, and business tax services, including individual and business tax return preparation and retirement account tax reporting. His experience encompasses a range of industries and business types, making him well-suited to address the diverse needs of his clients.
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Christopher Baudouin
Certified Public Accountant
Verified Licensed
Location Monroe, Connecticut 06468
Based in Monroe, Connecticut, Christopher Baudouin has been providing financial guidance to small and medium-sized businesses, entrepreneurs, and startups for over 10 years. With expertise in Basic Accounting Services, Individual Tax Services, and Financial Planning, Baudouin helps clients navigate complex financial situations and make informed decisions. His services include Tax Planning & Consulting and IRS Representation, making him a trusted resource for clients facing tax-related challenges. Serving the local community, Christopher Baudouin brings a deep understanding of the financial needs of his clients, helping them achieve their goals through personalized financial planning and tax expertise.
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Jessica M. Mccauley
Certified Public Accountant
Verified Licensed
Location Monroe, Connecticut 06468
Located in Monroe, Connecticut, Jessica M. Mccauley provides financial expertise to individuals and families, as well as small and medium-sized businesses. With over a decade of experience in the field, she specializes in providing basic accounting services, including financial planning and tax compliance, to meet the diverse needs of her clients. Her services encompass individual and business tax return preparation, as well as sales tax compliance, ensuring her clients are in compliance with all tax 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.