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Roxbury
Filter Results
Roxbury
Showing 1 to 3 of 3 CPAs in Roxbury, Connecticut
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Gail Conway
Certified Public Accountant
Verified Licensed
Location Roxbury, Connecticut 06783
Gail Conway is a certified public accountant based in Roxbury, Connecticut, with over 25 years of experience in providing accounting services to small and medium-sized businesses. Her areas of specialization include basic accounting services, tax compliance, and business tax services, making her a valuable resource for business owners seeking assistance with financial management and tax preparation. With expertise in handling various business structures, including S-Corps, partnerships, and LLCs, Gail Conway is well-equipped to address the complex accounting needs of her clients.
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William Colbert
Certified Public Accountant
Verified Licensed
Location Roxbury, Connecticut 06783
William Colbert is a certified public accountant with over 15 years of experience providing financial guidance to entrepreneurs and small to medium-sized businesses in Roxbury, Connecticut. His expertise includes bookkeeping and financial statement compilation, as well as payroll processing and compliance, ensuring accurate and timely financial reporting for his clients. With specializations in basic accounting services, tax compliance, and business tax services, Colbert helps his clients navigate complex financial regulations and optimize their financial performance.
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Brian Lewis
Certified Public Accountant
Verified Licensed
Location Roxbury, Connecticut 06783
Brian Lewis is a certified public accountant based in Roxbury, Connecticut. With over 15 years of experience providing accounting services to small and medium-sized businesses, entrepreneurs, and startups, he specializes in basic accounting services, financial planning, and small business accounting. His services include IRS representation and sales tax compliance, helping clients navigate complex tax regulations and ensuring compliance with state and federal requirements. Brian's expertise and experience make him a valuable resource for businesses seeking guidance on financial matters.

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.