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Moodus
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Moodus
Showing 1 to 7 of 7 CPAs in Moodus, Connecticut
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Daniel Alexander
Certified Public Accountant
Verified Licensed
Location Moodus, Connecticut 06469
Located in Moodus, Connecticut, Daniel Alexander serves the tax and accounting needs of small and medium-sized businesses, as well as individuals and families. With over 10 years of experience, he provides expert guidance on individual and business tax return preparation, including retirement account tax reporting, to ensure accurate and compliant filings. His specialization in basic accounting services, small business accounting, and business tax services enables him to cater to a wide range of clients, from startups to mature companies.
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Caryn Delisa
Certified Public Accountant
Verified Licensed
Location Moodus, Connecticut 06469
Caryn Delisa is a certified public accountant with over 15 years of experience based in Moodus, Connecticut. She specializes in providing comprehensive financial support to entrepreneurs and startups, as well as various business structures including S-corporations, partnerships, and LLCs. Delisa's expertise encompasses basic accounting services, individual tax services, and financial planning, which she tailors to meet the distinct needs of her clients. Her services include bookkeeping and financial statement compilation, as well as sales tax compliance, ensuring her clients remain in compliance with all relevant tax laws.
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Anthony Licata
Certified Public Accountant
Verified Licensed
Location Moodus, Connecticut 06469
Located in Moodus, Connecticut, Anthony Licata offers expert accounting services to small and medium-sized businesses, including those with S-Corps, partnerships, and LLCs. With over 10 years of experience in basic accounting services, small business accounting, and individual tax services, Licata provides thorough and accurate financial guidance to his clients. He specializes in IRS representation, helping businesses navigate complex tax issues and ensuring compliance with tax laws and regulations. Licata also offers payroll processing and compliance services, streamlining financial operations and reducing the risk of errors and penalties.
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Lisa M. Varni
Certified Public Accountant
Verified Licensed
Location Moodus, Connecticut 06469
Dedicated to providing expert accounting guidance to family-owned enterprises and various business structures, Lisa M. Varni has been serving the Moodus, Connecticut area for over 20 years. With a specialization in individual tax services and tax compliance, she assists clients in meeting their financial obligations and maintaining accurate records. Her services include general accounting and advisory, as well as retirement account tax reporting, ensuring that clients remain in compliance with tax laws and regulations.
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Neal Olderman
Certified Public Accountant
Verified Licensed
Location Moodus, Connecticut 06469
Based in Moodus, Connecticut, Neal Olderman provides comprehensive accounting solutions to small and medium-sized businesses, as well as family-owned enterprises. With over 15 years of experience in the field, Olderman specializes in basic accounting services, financial planning, and business tax services. His expertise spans bookkeeping, financial statement compilation, and general accounting advisory services, helping businesses navigate complex financial matters. Neal Olderman's services are designed to support the long-term growth and stability of his clients' organizations.
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John Gowac
Certified Public Accountant
Verified Licensed
Location Moodus, Connecticut 06469
Based in Moodus, Connecticut, John Gowac has provided expert financial guidance to a diverse client base, including entrepreneurs and startups, as well as various business structures such as S-Corps and LLCs. With over 15 years of experience in accounting and tax preparation, John specializes in providing individual and business tax return preparation, as well as general accounting and advisory services. He focuses on tax compliance and offers basic accounting services tailored to meet the unique needs of his clients, helping them navigate complex financial regulations and achieve their goals.
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Sandra Mathena
Certified Public Accountant
Verified Licensed
Location Moodus, Connecticut 06469
Sandra Mathena is a certified public accountant with a background in basic accounting services and business tax services. Based in Moodus, Connecticut, she has over [number of years] years of experience serving clients in various industries, including family-owned enterprises and small to medium-sized businesses. Her specialties encompass financial planning, tax planning, and consulting, including representation before the IRS when necessary. Mathena's expertise in these areas enables her to provide informed guidance and support to clients navigating complex financial 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.