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Sandy Hook
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Sandy Hook
Showing 1 to 10 of 60 CPAs in Sandy Hook, Connecticut
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Dylan Walker
CPA, CFP®
Location 75 Glen Road, Suite 104, Sandy Hook, Connecticut 06482
Dylan Walker is the founder and CEO of Walker Advisory and a Certified Public Accountant with a career that spans Big 4 accounting firms and regional practices. His professional foundation includes performing audits to the highest industry standards, building and analyzing discounted cash flow models, and advising on complex business combinations. Dylan specializes in working with companies generating between $1 million and $100 million in annual revenue, helping ownership teams translate financial data into strategic decisions that improve profitability and long-term value. Beyond his accounting practice, Dylan is deeply committed to community service as the founder and president of the Scott T. Walker Foundation, an organization dedicated to supporting single-parent households.
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David C. Moseman
Certified Public Accountant
Verified Licensed
Location Sandy Hook, Connecticut 06482
Based in Sandy Hook, Connecticut, David C. Moseman provides financial guidance to various business structures, including S-Corps, partnerships, and LLCs, as well as individuals and families. With over a decade of experience in accounting and tax services, Moseman offers comprehensive bookkeeping and financial statement compilation, ensuring accurate and timely financial records. His expertise in basic accounting services, business tax services, and small business accounting has allowed him to effectively support clients in meeting their financial obligations.
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Rachel D. Ballard
Certified Public Accountant
Verified Licensed
Location Sandy Hook, Connecticut 06482
Rachel Ballard is a certified public accountant in Sandy Hook, Connecticut, with over 10 years of experience providing financial guidance to small business owners and entrepreneurs. Her expertise includes general accounting and advisory services, sales tax compliance, and business tax services, catering to various business structures such as S-Corps, partnerships, and LLCs. Ballard also specializes in basic accounting services, helping clients establish and maintain accurate financial records, as well as supporting their financial planning and decision-making processes.
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Mark Fernand
Certified Public Accountant
Verified Licensed
Location Sandy Hook, Connecticut 06482
Based in Sandy Hook, Connecticut, Mark Fernand provides accounting expertise to a diverse range of clients. With over 10 years of experience, he specializes in offering tax planning and consulting services to individuals and businesses, ensuring compliance with relevant tax laws. His areas of specialization include basic accounting services, business tax services, and individual tax services. Additionally, Mark has a strong focus on supporting entrepreneurs and startups, providing tailored guidance on payroll processing and compliance.
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Allison E. Boughan
Certified Public Accountant
Verified Licensed
Location Sandy Hook, Connecticut 06482
Based in Sandy Hook, Connecticut, Allison E. Boughan is a seasoned accounting professional with years of experience in providing expert financial guidance to clients. Her practice focuses on offering a range of services, including bookkeeping and financial statement compilation, as well as IRS representation for individuals and families. With a specialization in business tax services, individual tax services, and basic accounting services, she serves a diverse client base, including family-owned enterprises and individuals.
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Jonathan M. Ellis
Certified Public Accountant
Verified Licensed
Location Sandy Hook, Connecticut 06482
Jonathan M. Ellis is a certified public accountant with over 15 years of experience serving clients in Sandy Hook, Connecticut, and its surrounding areas. His practice focuses on delivering comprehensive accounting and tax services to small and medium-sized businesses, including S-Corps, Partnerships, and LLCs, as well as individual clients. Ellis specializes in basic accounting services, financial planning, and individual tax services, providing expertise in areas such as sales tax compliance and tax return preparation.
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Rebecca A. Ford
Certified Public Accountant
Verified Licensed
Location Sandy Hook, Connecticut 06482
Based in Sandy Hook, Connecticut, Rebecca A. Ford brings over 15 years of experience in accounting and taxation to her clients, specializing in individual tax services, financial planning, and basic accounting services. Her expertise encompasses a range of business structures, including S-Corps, partnerships, and LLCs, as well as family-owned enterprises, providing tailored guidance on financial statement compilation and bookkeeping. With a strong background in IRS representation, Ford offers her clients expert advocacy and support in navigating complex tax matters, ensuring compliance and minimizing financial risk.
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Robert J. Matzelle
Certified Public Accountant
Verified Licensed
Location Sandy Hook, Connecticut 06482
Robert J. Matzelle is a certified public accountant based in Sandy Hook, Connecticut, with over 10 years of experience serving clients in the state. His practice focuses on providing general accounting and advisory services, including retirement account tax reporting, to family-owned enterprises and individuals and families. Matzelle's specialization in basic accounting services, small business accounting, and tax compliance enables him to deliver tailored solutions to meet the diverse needs of his clients. Dedicated to helping entrepreneurs and individuals navigate complex tax laws and financial regulations, Matzelle offers expert guidance to ensure tax compliance and minimize financial risks.
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David Moseman
Certified Public Accountant
Verified Licensed
Location Sandy Hook, Connecticut 06482
David Moseman is a certified public accountant based in Sandy Hook, Connecticut. With over 15 years of experience in taxation and accounting, he provides expert IRS representation, tax planning and consulting services to a variety of business structures, including S-Corps, partnerships, and LLCs. David's specialization in basic accounting services, tax compliance, and financial planning helps entrepreneurs and startups manage their finances effectively and navigate complex regulatory environments.
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Jeffrey Snow
Certified Public Accountant
Verified Licensed
Location Sandy Hook, Connecticut 06482
Based in Sandy Hook, Connecticut, Jeffrey Snow is a licensed CPA with over 20 years of experience in accounting and advisory services. His expertise spans general accounting and advisory, payroll processing and compliance, with specializations in basic accounting services, small business accounting, and individual tax services. From financial planning and budgeting to tax returns and compliance, Snow serves individuals and families, as well as entrepreneurs and startups in the local community.

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.