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Portland
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Portland
Showing 31 to 38 of 38 CPAs in Portland, Connecticut
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Aimee Dinnis
Certified Public Accountant
Verified Licensed
Location Portland, Connecticut 06480
Aimee Dinnis is a certified public accountant providing accounting services to family-owned enterprises and small and medium-sized businesses in Portland, Connecticut. With over 10 years of experience, she specializes in basic accounting services, small business accounting, and individual tax services, helping clients navigate complex financial situations. Her expertise includes financial statement compilation and tax planning, as well as bookkeeping services, catering to the unique needs of each client.
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Richard Morin
Certified Public Accountant
Verified Licensed
Location Portland, Connecticut 06480
Based in Portland, Connecticut, Richard Morin brings over 10 years of experience in accounting and taxation to his clients. His practice focuses on providing personalized support for small and medium-sized businesses, as well as individuals and families, with expertise in financial planning, individual tax services, and basic accounting services. A certified public accountant, Morin offers specialized services including financial statement compilation and individual and business tax return preparation.
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Alden Johnson
Certified Public Accountant
Verified Licensed
Location Portland, Connecticut 06480
Alden Johnson is a certified public accountant (CPA) based in Portland, Connecticut, with over 15 years of experience serving small and medium-sized businesses and individuals and families. His expertise includes basic accounting services, small business accounting, and individual tax services, with a focus on providing accurate and timely financial guidance. Johnson's services encompass payroll processing and compliance, as well as sales tax compliance, ensuring clients meet their tax obligations and maintain regulatory compliance.
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Donna Cote
Certified Public Accountant
Verified Licensed
Location Portland, Connecticut 06480
Donna Cote is a licensed Certified Public Accountant (CPA) based in Portland, Connecticut, with over 15 years of experience providing financial services to individuals and small businesses. She specializes in basic accounting services, tax compliance, and individual tax preparation, helping entrepreneurs and startups navigate their financial needs. Cote's expertise also encompasses bookkeeping and financial statement compilation, as well as payroll processing and compliance, ensuring clients' financial records are accurate and up-to-date. Her services cater to a diverse range of clients, including individuals and families looking for personalized tax planning and financial guidance.
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Audrey Forthofer
Certified Public Accountant
Verified Licensed
Location Portland, Connecticut 06480
Audrey Forthofer, a certified public accountant, provides general accounting and advisory services to entrepreneurs and startups, as well as family-owned enterprises, in Portland, Connecticut. With over 15 years of experience specializing in basic accounting services, small business accounting, and tax compliance, Forthofer offers expert guidance on retirement account tax reporting. She focuses on helping clients navigate tax laws and regulations, ensuring compliance and minimizing financial risks.
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Betsy Smith
Certified Public Accountant
Verified Licensed
Location Portland, Connecticut 06480
Based in Portland, Connecticut, Betsy Smith is a certified public accountant with over 10 years of experience in providing accounting services to small businesses and individuals. Her areas of specialization include basic accounting services, small business accounting, and tax compliance. Smith prepares individual and business tax returns, in addition to offering payroll processing and compliance services tailored to the needs of family-owned enterprises and entrepreneurs and startups.
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Lisa Delesderneir
Certified Public Accountant
Verified Licensed
Location Portland, Connecticut 06480
Lisa Delesderneir operates a CPA practice in Portland, Connecticut, providing expert accounting services to entrepreneurs and startups, as well as small and medium-sized businesses. With over 10 years of experience, Delesderneir specializes in basic accounting services, tax compliance, and financial planning, helping clients navigate complex financial regulations and optimize their tax strategies. Her services include individual and business tax return preparation, as well as comprehensive tax planning and consulting to ensure clients remain in compliance with tax laws and regulations.
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Lauren Pembroke
Certified Public Accountant
Verified Licensed
Location Portland, Connecticut 06480
Based in Portland, Connecticut, Lauren Pembroke is a certified public accountant with over 15 years of experience in providing expert accounting and advisory services to various business structures, including S-Corps, partnerships, and LLCs. Her specialization in basic accounting services, financial planning, and individual tax services enables her to cater to the diverse needs of small and medium-sized businesses. Pembroke also assists clients with complex tax reporting, including retirement account tax reporting, ensuring compliance with regulatory requirements and minimizing tax liabilities.

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.