Filter Results
Portland
Filter Results
Portland
Showing 11 to 20 of 38 CPAs in Portland, Connecticut
B
Benjamin Sanborn
Certified Public Accountant
Verified Licensed
Location Portland, Connecticut 06480
Located in Portland, Connecticut, Benjamin Sanborn brings over 15 years of experience in accounting to his clients. With a focus on serving small and medium-sized businesses, including S-Corps, partnerships, and LLCs, Sanborn provides individual and business tax return preparation, as well as comprehensive tax planning and consulting services. His specialization in basic accounting services and business tax services enables him to address the diverse needs of his clients, from financial statement preparation to tax compliance and planning.
D
Daniel Gorman
Certified Public Accountant
Verified Licensed
Location Portland, Connecticut 06480
Based in Portland, Connecticut, Daniel Gorman is a licensed certified public accountant with over 15 years of experience in providing accounting and tax services. With a focus on small business accounting, tax compliance, and basic accounting services, Mr. Gorman serves clients across various industries, including entrepreneurs and startups as well as family-owned enterprises. His expertise includes individual and business tax return preparation, as well as IRS representation, helping clients navigate complex tax issues and resolve disputes efficiently.
K
Kimberly Mizesko
Certified Public Accountant
Verified Licensed
Location Portland, Connecticut 06480
Kimberly Mizesko is a certified public accountant (CPA) serving individuals and families, as well as entrepreneurs and startups in the Portland, Connecticut area. With over 10 years of experience in general accounting and advisory services, she provides expert guidance on financial planning, tax compliance, and basic accounting needs. Kimberly is also skilled in IRS representation, helping clients resolve tax issues and disputes efficiently.
C
Charles Reis
Certified Public Accountant
Verified Licensed
Location Portland, Connecticut 06480
Based in Portland, Connecticut, Charles Reis is a certified public accountant with over 10 years of experience in providing accounting and tax services to various clients. His expertise includes preparing individual and business tax returns, as well as reporting tax obligations for retirement accounts. With a specialization in basic accounting services, business tax services, and individual tax services, Charles serves a range of industries, including small business structures, partnerships, and family-owned enterprises.
JM
John M. Laverty
Certified Public Accountant
Verified Licensed
Location Portland, Connecticut 06480
John M. Laverty is a certified public accountant (CPA) based in Portland, Connecticut, with over 15 years of experience in providing accounting services. His specialization lies in offering comprehensive tax planning and consulting services for individuals and business owners, as well as preparing individual and business tax returns. Laverty's expertise also extends to small business accounting, family-owned enterprises, and small to medium-sized businesses, helping them navigate financial complexities and regulatory requirements. He maintains active certifications and stays up-to-date with the latest tax laws and regulations to ensure his clients receive expert guidance and support.
S
Sherri Murray
Certified Public Accountant
Verified Licensed
Location Portland, Connecticut 06480
Based in Portland, Connecticut, Sherri Murray is a certified public accountant with over 15 years of experience serving small and medium-sized businesses, entrepreneurs, and startups. Her expertise lies in providing basic accounting services, ensuring tax compliance, and offering specialized business tax services, including tax planning and consulting. Murray also provides representation services before the IRS for individuals and businesses facing tax issues, utilizing her knowledge of tax law and procedures to advocate on behalf of her clients.
CR
Curtis R. Tatro
Certified Public Accountant
Verified Licensed
Location Portland, Connecticut 06480
Based in Portland, Connecticut, Curtis R. Tatro offers accounting services to a diverse range of clients. With over 20 years of experience, he specializes in basic accounting services, business tax services, and financial planning for individuals and families, as well as various business structures such as S-Corps, partnerships, and LLCs. Tatro's expertise also extends to tax planning and consulting, and he ensures clients are in compliance with sales tax regulations, providing guidance on managing financial complexities. He serves a wide range of industries, providing tailored solutions to meet the unique needs of each client.
J
Julie Leroux
Certified Public Accountant
Verified Licensed
Location Portland, Connecticut 06480
Julie Leroux is a certified public accountant (CPA) based in Portland, Connecticut. With over 15 years of experience in providing accounting services to individuals and families, as well as family-owned enterprises, she specializes in basic accounting, financial planning, and tax compliance. Her expertise includes tax planning and preparation for sales tax compliance, individual, and business tax returns.
RW
Richard W. Morin
Certified Public Accountant
Verified Licensed
Location Portland, Connecticut 06480
Richard W. Morin is a certified public accountant based in Portland, Connecticut. With over 10 years of experience, he specializes in providing bookkeeping and financial statement compilation services, as well as payroll processing and compliance for businesses. His expertise extends to various business structures, including S-Corps, partnerships, and LLCs, serving entrepreneurs and startups in need of tax services and financial guidance. His practice focuses on individual tax services and business tax services, ensuring accurate and timely tax returns and compliance.
LS
Linda S. Bahrs
Certified Public Accountant
Verified Licensed
Location Portland, Connecticut 06480
Linda S. Bahrs is a certified public accountant based in Portland, Connecticut, with over 15 years of experience in the field. She specializes in providing basic accounting services, business tax services, and small business accounting to clients across various business structures, including S-Corps, partnerships, and LLCs. Bahrs also assists individuals and families with their tax needs, offering IRS representation and sales tax compliance services to help resolve complex tax issues. With a strong background in tax preparation and accounting, Linda S. Bahrs provides tailored solutions to meet the unique financial needs of her clients.

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.