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Putnam
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Putnam
Showing 1 to 8 of 8 CPAs in Putnam, Connecticut
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Richard Steele
Certified Public Accountant
Verified Licensed
Location Putnam, Connecticut 06260
Located in Putnam, Connecticut, Richard Steele is a certified public accountant with over 15 years of experience providing accounting and tax services to small and medium-sized businesses. His areas of specialization include basic accounting services, small business accounting, and business tax services, making him a valuable resource for family-owned enterprises and other entrepreneurs. In addition to his expertise in tax return preparation for individuals and businesses, Steele also offers bookkeeping and financial statement compilation services, helping clients maintain accurate and up-to-date financial records.
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Lynda A. Morris
Certified Public Accountant
Verified Licensed
Location Putnam, Connecticut 06260
Based in Putnam, Connecticut, Lynda A. Morris provides comprehensive accounting services to various business structures, including S-Corps, partnerships, and LLCs. With over 20 years of experience, she specializes in basic accounting services, financial planning, and individual tax services, catering to entrepreneurs and startups in need of tailored financial guidance. Her expertise also extends to sales tax compliance and payroll processing & compliance, ensuring businesses meet their tax obligations and stay up-to-date with regulatory requirements.
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Joy Child
Certified Public Accountant
Verified Licensed
Location Putnam, Connecticut 06260
Based in Putnam, Connecticut, Joy Child provides expert accounting services to small and medium-sized businesses, entrepreneurs, and startups in the region. With over [number] years of experience, Joy Child specializes in basic accounting services, tax compliance, and small business accounting, helping clients manage their financial operations and stay up-to-date with tax regulations. Her practice offers tax planning and consulting services, as well as retirement account tax reporting, ensuring clients are well-prepared for tax season.
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Adam Lehmann
Certified Public Accountant
Verified Licensed
Location Putnam, Connecticut 06260
Adam Lehmann is a licensed certified public accountant with over 15 years of experience in providing accounting services to small businesses and family-owned enterprises in Putnam, Connecticut. He specializes in basic accounting services, financial planning, and small business accounting, helping entrepreneurs and startups navigate complex financial issues. Adam's unique service is his tax planning and consulting expertise, which enables his clients to maximize their returns and minimize their tax liabilities through strategic planning and compliance with sales tax regulations.
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Robert Vincent
Certified Public Accountant
Verified Licensed
Location Putnam, Connecticut 06260
Based in Putnam, Connecticut, Robert Vincent has provided accounting services to entrepreneurs and startups, as well as businesses with various structures since 2008. He specializes in basic accounting services, small business accounting, and business tax services, serving clients across different industry types. His expertise also extends to sales tax compliance, bookkeeping, and financial statement compilation, supporting the financial needs of his clients.
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Donald Gilbert
Certified Public Accountant
Verified Licensed
Location Putnam, Connecticut 06260
Based in Putnam, Connecticut, Donald Gilbert is a seasoned accountant with over 10 years of experience providing expert guidance to various business structures, including S-Corps, Partnerships, and LLCs. His specialization in basic accounting services, financial planning, and tax compliance enables him to offer comprehensive support to small and medium-sized businesses in meeting their financial objectives. Donald's extensive experience in general accounting and advisory services, coupled with his expertise in tax planning and consulting, makes him a valuable resource for businesses seeking to optimize their financial performance.
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Florence Parker
Certified Public Accountant
Verified Licensed
Location Putnam, Connecticut 06260
Florence Parker is a licensed CPA with over a decade of experience providing accounting services to individuals and businesses. Based in Putnam, Connecticut, she offers her expertise to small and medium-sized businesses as well as individuals and families, focusing on basic accounting services, financial planning, and tax compliance. Her services include IRS representation, bookkeeping, and financial statement compilation, supporting clients in meeting their financial obligations and making informed decisions.
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Paula Lajeunesse
Certified Public Accountant
Verified Licensed
Location Putnam, Connecticut 06260
Based in Putnam, Connecticut, Paula Lajeunesse is a seasoned CPA offering specialized services to family-owned enterprises and entrepreneurs and startups. With over [number] years of experience in the field, she provides expertise in general accounting and advisory services, individual tax services, and financial planning. Ms. Lajeunesse also provides representation services for clients dealing with the IRS, utilizing her knowledge to help resolve complex tax issues.

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.