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Mystic
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Mystic
Showing 21 to 26 of 26 CPAs in Mystic, Connecticut
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Janet Grant
Certified Public Accountant
Verified Licensed
Location Mystic, Connecticut 06355
Based in Mystic, Connecticut, Janet Grant provides comprehensive accounting services to entrepreneurs and startups, as well as various business structures, including S-Corps, partnerships, and LLCs. With over 10 years of experience, Grant specializes in basic accounting services, tax compliance, and small business accounting, offering expert guidance to clients navigating complex financial landscapes. Her services include general accounting and advisory, payroll processing, and compliance, ensuring that businesses stay up-to-date on regulatory requirements and maximize their financial potential.
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Theresa Koch
Certified Public Accountant
Verified Licensed
Location Mystic, Connecticut 06355
Theresa Koch, a certified public accountant with over 15 years of experience, serves clients in Mystic, Connecticut. Her expertise spans small business accounting, individual tax services, and basic accounting services, catering to a diverse range of clients including individuals and families, as well as S-corps, partnerships, and LLCs. Notably, Ms. Koch provides comprehensive sales tax compliance and payroll processing and compliance services, ensuring her clients meet their tax obligations accurately and on time.
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Jason E. Cote
Certified Public Accountant
Verified Licensed
Location Mystic, Connecticut 06355
Jason E. Cote is a licensed CPA practitioner located in Mystic, Connecticut, with over 15 years of experience in providing financial guidance to small and medium-sized businesses, as well as family-owned enterprises. His expertise includes basic accounting services, financial planning, and tax compliance, with a focus on helping clients navigate complex tax regulations. Cote also specializes in IRS representation and retirement account tax reporting, ensuring that his clients are in compliance with all tax laws and regulations.
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Nanette Bancroft
Certified Public Accountant
Verified Licensed
Location Mystic, Connecticut 06355
Nanette Bancroft is a certified public accountant (CPA) serving Mystic, Connecticut, and surrounding areas. With over 10 years of experience in providing financial guidance, she specializes in basic accounting services, individual tax services, and tax compliance for various industries, including S-corporations, partnerships, and limited liability companies. Her services include retirement account tax reporting, bookkeeping, and financial statement compilation, catering to entrepreneurs, startups, and small business owners. Based in Mystic, Connecticut, Nanette Bancroft helps individuals and businesses navigate tax laws and financial regulations to achieve their goals.
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William Craig, III
Certified Public Accountant
Verified Licensed
Location Mystic, Connecticut 06355
Located in Mystic, Connecticut, William Craig, III has been providing accounting services to entrepreneurs and startups, as well as small and medium-sized businesses, for over 10 years. His expertise includes tax planning and consulting, as well as sales tax compliance, which enables business owners to make informed financial decisions and stay up-to-date with regulatory requirements. Specializing in basic accounting services, small business accounting, and tax compliance, Craig guides his clients through complex financial matters with a straightforward and approachable demeanor.
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David B. Lavalley
Certified Public Accountant
Verified Licensed
Location Mystic, Connecticut 06355
Based in Mystic, Connecticut, David B. Lavalley provides accounting and tax services to entrepreneurs, startups, and various business structures, including S-Corps, partnerships, and LLCs. With over a decade of experience, he specializes in basic accounting services, tax compliance, and individual tax services, helping clients navigate complex tax laws and regulations. His expertise in retirement account tax reporting and sales tax compliance also enables him to address clients' specific needs, from tax planning and preparation to ongoing support and guidance.

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.