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Sherman
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Sherman
Showing 1 to 6 of 6 CPAs in Sherman, Connecticut
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Daniel Finger
Certified Public Accountant
Verified Licensed
Location Sherman, Connecticut 06784
Daniel Finger is a certified public accountant based in Sherman, Connecticut, with over 20 years of experience serving a diverse range of clients. He provides specialized accounting services to individuals and businesses, including payroll processing and compliance, individual and business tax return preparation, and financial planning. In addition to his expertise in basic accounting services, Finger also helps family-owned enterprises and various business structures, such as S-Corps, partnerships, and LLCs, navigate financial complexities. Finger holds expertise in individual tax services and assists his clients in making informed financial decisions to achieve their long-term goals.
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Glen Souza
Certified Public Accountant
Verified Licensed
Location Sherman, Connecticut 06784
Glen Souza is a certified public accountant based in Sherman, Connecticut, with over 10 years of experience serving various business structures including S-Corps, partnerships, and LLCs. He specializes in basic accounting services, small business accounting, and tax compliance, providing expert guidance to family-owned enterprises and individual clients alike. Souza's services include IRS representation and individual and business tax return preparation, with a strong focus on ensuring accurate and timely compliance.
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Joseph Wagner
Certified Public Accountant
Verified Licensed
Location Sherman, Connecticut 06784
Located in Sherman, Connecticut, Joseph Wagner is a seasoned CPA providing accounting services to the local business community. With over 15 years of experience, Wagner specializes in basic accounting services, financial planning, and tax compliance for small and medium-sized businesses, entrepreneurs, and startups. He also offers IRS representation and tax planning and consulting services to address clients' unique tax needs.
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Edward Schimpf
Certified Public Accountant
Verified Licensed
Location Sherman, Connecticut 06784
Edward Schimpf is a certified public accountant based in Sherman, Connecticut, with over 20 years of experience in providing financial guidance to individuals and businesses. A specialist in small business accounting and financial planning, he offers services tailored to meet the unique needs of family-owned enterprises and entrepreneurs. His expertise extends to basic accounting services, including budgeting, financial statement preparation, and retirement account tax reporting, as well as individual and business tax return preparation.
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Joanne Finger
Certified Public Accountant
Verified Licensed
Location Sherman, Connecticut 06784
Based in Sherman, Connecticut, Joanne Finger has been providing accounting expertise to clients since 2005. As a certified public accountant, she specializes in general accounting and advisory services, payroll processing and compliance, and offers business tax services and tax compliance guidance. Her experience serving small and medium-sized businesses, as well as individuals and families, has allowed her to develop a deep understanding of their unique financial needs.
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Ann Weisner
Certified Public Accountant
Verified Licensed
Location Sherman, Connecticut 06784
Based in Sherman, Connecticut, Ann Weisner has over a decade of experience providing accounting expertise to small and medium-sized businesses, as well as family-owned enterprises. Her services include bookkeeping and financial statement compilation, payroll processing and compliance, and tax preparation for individuals and businesses. Weisner's areas of specialization include basic accounting services, tax compliance, and business tax services, helping clients navigate financial complexities with precision and accuracy. With a strong foundation in accounting principles and a commitment to staying up-to-date on industry developments, Ann Weisner delivers reliable and informed support to her clients.

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.