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Portland
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Portland
Showing 1 to 10 of 38 CPAs in Portland, Connecticut
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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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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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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.
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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.
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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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Jeffrey Jylkka
Certified Public Accountant
Verified Licensed
Location Portland, Connecticut 06480
Based in Portland, Connecticut, Jeffrey Jylkka is a certified public accountant (CPA) with over 10 years of experience providing financial guidance to small and medium-sized businesses, as well as individuals and families. His expertise includes basic accounting services, such as financial statement preparation, and business tax services, including tax planning and return preparation. Jylkka's services also extend to general accounting and advisory, including retirement account tax reporting, to help his clients meet their financial goals and stay compliant with tax regulations.
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Maria L. Judge
Certified Public Accountant
Verified Licensed
Location Portland, Connecticut 06480
Maria L. Judge is a certified public accountant and financial professional serving clients in Portland, Connecticut. With over a decade of experience in tax preparation and financial planning, she provides expert guidance on individual and business tax return preparation, as well as retirement account tax reporting. Her areas of specialization include providing basic accounting services, ensuring tax compliance, and developing comprehensive financial plans tailored to the needs of individuals and families, entrepreneurs, and startups. Ms. Judge's expertise spans a range of industries, from individual and family-owned businesses to small and medium-sized entrepreneurs and startups.
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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.
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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.
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Cynthia Mcnickle
Certified Public Accountant
Verified Licensed
Location Portland, Connecticut 06480
Cynthia Mcnickle is a certified public accountant (CPA) based in Portland, Connecticut, with over 15 years of experience providing financial guidance. Her expertise lies in tax planning and consulting, with a focus on helping entrepreneurs and startups navigate complex tax regulations, including sales tax compliance. Mcnickle specializes in offering individualized tax services, basic accounting services, and tax compliance solutions to small and medium-sized businesses in the area. Her extensive knowledge and experience make her a valuable resource for businesses and individuals seeking expert financial guidance and tax planning advice.

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.