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Oakdale
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Oakdale
Showing 1 to 10 of 12 CPAs in Oakdale, Connecticut
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Ann-Marie Roza
Certified Public Accountant
Verified Licensed
Location Oakdale, Connecticut 06370
Ann-Marie Roza is a seasoned certified public accountant (CPA) based in Oakdale, Connecticut. With over 10 years of experience providing financial guidance to various business structures, including S-Corps, partnerships, and LLCs, she has developed expertise in tax compliance, financial planning, and basic accounting services. Her services include bookkeeping and financial statement compilation, as well as retirement account tax reporting for entrepreneurs and startup entities.
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Thomas Sullivan
Certified Public Accountant
Verified Licensed
Location Oakdale, Connecticut 06370
Based in Oakdale, Connecticut, Thomas Sullivan is a seasoned accounting professional with over 15 years of experience providing expert tax preparation and financial guidance to individuals and businesses. He specializes in basic accounting services, tax compliance, and small business accounting, focusing on helping entrepreneurs and startups navigate the complexities of financial management. Sullivan offers a unique service of providing personalized tax planning and consulting to his clients, helping them minimize tax liabilities and maximize financial returns.
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Donald Nieto, Jr.
Certified Public Accountant
Verified Licensed
Location Oakdale, Connecticut 06370
Douglas R Nieto, Jr. is a certified public accountant with over 20 years of experience, providing accounting services to individuals and families in Oakdale, Connecticut. He specializes in general accounting and advisory services, including financial planning, for a variety of business structures, such as S-Corps, partnerships, and LLCs. Nieto's areas of expertise include basic accounting services, small business accounting, and sales tax compliance, catering to the diverse needs of his clients.
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Robbie Evans
Certified Public Accountant
Verified Licensed
Location Oakdale, Connecticut 06370
Based in Oakdale, Connecticut, Robbie Evans provides accounting services to businesses and individuals in the state. With over 15 years of experience in public accounting, Evans specializes in tax compliance, individual tax services, and basic accounting services. His expertise extends to IRS representation, payroll processing and compliance, making him a valuable resource for family-owned enterprises and entrepreneurs and startups navigating complex financial regulations.
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Stacia Miner
Certified Public Accountant
Verified Licensed
Location Oakdale, Connecticut 06370
Based in Oakdale, Connecticut, Stacia Miner is a licensed CPA with over 10 years of experience in providing accounting services to individuals and families, as well as small and medium-sized businesses. Her areas of specialization include basic accounting services, small business accounting, and financial planning, enabling her to cater to a diverse range of clients with varying financial needs. Among her services, Stacia offers comprehensive retirement account tax reporting and IRS representation, helping clients navigate complex tax laws and minimize potential liabilities.
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Ryan Bubucis
Certified Public Accountant
Verified Licensed
Location Oakdale, Connecticut 06370
Ryan Bubucis is a certified public accountant based in Oakdale, Connecticut. With over 10 years of experience, he provides specialized services to small and medium-sized businesses, including various business structures such as S-Corps, partnerships, and LLCs. His expertise includes basic accounting services, tax compliance, and business tax services, as well as payroll processing and compliance. He also offers bookkeeping and financial statement compilation services, helping clients maintain accurate financial records and stay compliant with tax regulations.
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Peter Derrig
Certified Public Accountant
Verified Licensed
Location Oakdale, Connecticut 06370
Peter Derrig, a seasoned accounting professional based in Oakdale, Connecticut, provides expert financial guidance to clients across various industries. With over 15 years of experience, Derrig specializes in offering individual and business tax services, including IRS representation and financial statement compilation. He serves small and medium-sized businesses, as well as various business structures, such as S-Corps, partnerships, and LLCs, providing comprehensive bookkeeping and financial management services.
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Jonathan Laplante
Certified Public Accountant
Verified Licensed
Location Oakdale, Connecticut 06370
With over 15 years of experience, Jonathan Laplante provides expert accounting services to family-owned enterprises and various business structures in Oakdale, Connecticut. His practice focuses on tax compliance, small business accounting, and general accounting and advisory services, including retirement account tax reporting. Jonathan's clients benefit from his specialization in basic accounting services, allowing him to effectively manage financial records, prepare tax returns, and provide financial guidance tailored to their specific needs.
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Charles Halloran
Certified Public Accountant
Verified Licensed
Location Oakdale, Connecticut 06370
Charles Halloran is a licensed Certified Public Accountant (CPA) based in Oakdale, Connecticut. With over 10 years of experience in public accounting, he specializes in providing financial guidance to family-owned enterprises, entrepreneurs, and startups. He offers representation services for the Internal Revenue Service (IRS) and expert bookkeeping and financial statement compilation, including basic accounting services and small business accounting. Charles also assists clients with financial planning, helping them make informed decisions about their financial futures.
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Melissa Clark
Certified Public Accountant
Verified Licensed
Location Oakdale, Connecticut 06370
Based in Oakdale, Connecticut, Melissa Clark is a certified public accountant (CPA) with over 15 years of experience in providing tax and accounting services. Her professional expertise extends to individual and business tax return preparation, as well as IRS representation, ensuring clients receive accurate and timely assistance. Clark specializes in basic accounting services, small business accounting, and tax compliance, catering to family-owned enterprises, and various business structures including S-Corps, partnerships, and LLCs.

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.