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Oakdale
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Oakdale
Showing 11 to 12 of 12 CPAs in Oakdale, Connecticut
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Donald J. Nieto, Jr
Certified Public Accountant
Verified Licensed
Location Oakdale, Connecticut 06370
Based in Oakdale, Connecticut, Donald J. Nieto, Jr provides general accounting and advisory services to entrepreneurs and startups, as well as individuals and families. With over [number of years] years of experience in the field, he specializes in basic accounting services, individual tax services, and tax compliance. Nieto, Jr offers tax reporting services for retirement accounts, helping clients navigate complex tax regulations and ensuring compliance with applicable laws and regulations.
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Marilyn C. Haumer
Certified Public Accountant
Verified Licensed
Location Oakdale, Connecticut 06370
Marilyn C. Haumer is a licensed CPA based in Oakdale, Connecticut, with over 25 years of experience providing accounting services to a diverse array of clients. Her areas of specialization include basic accounting services, financial planning, and tax compliance, making her a valuable resource for individual and business clients alike. With expertise in various business structures, including S-Corporations, Partnerships, and LLCs, Haumer helps entrepreneurs and startups navigate complex financial landscapes, particularly in sales tax compliance and payroll processing and compliance.

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.