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Simsbury
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Simsbury
Showing 11 to 20 of 111 CPAs in Simsbury, Connecticut
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Mary K. Curtiss
Certified Public Accountant
Verified Licensed
Location Simsbury, Connecticut 06070
Mary K. Curtiss, a certified public accountant based in Simsbury, Connecticut, has provided comprehensive accounting and advisory services to small and medium-sized businesses, as well as family-owned enterprises, for over two decades. Her areas of specialization include basic accounting services, individual tax services, and small business accounting, allowing her to cater to the diverse needs of her clients. Notably, she represents clients in IRS matters, advocating on their behalf to resolve tax disputes and address other concerns. With a strong foundation in general accounting and advisory services, she remains committed to delivering expert guidance and support to her clients in a responsive and reliable manner.
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Mary Lilley
Certified Public Accountant
Verified Licensed
Location Simsbury, Connecticut 06070
Mary Lilley is a certified public accountant based in Simsbury, Connecticut, with over 20 years of experience in serving various business structures, including S-Corps, partnerships, and LLCs. Her expertise encompasses basic accounting services, business tax services, and tax compliance, making her a valuable resource for family-owned enterprises and small businesses. Lilley also specializes in representing clients before the IRS and preparing complex tax returns for retirement accounts, ensuring accurate and compliant financial reporting.
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Sandra Palmore
Certified Public Accountant
Verified Licensed
Location Simsbury, Connecticut 06070
Sandra Palmore is a certified public accountant based in Simsbury, Connecticut, with over a decade of experience in tax planning and financial consulting. She provides comprehensive tax planning and consulting services to individuals and businesses, including tax preparation and planning for retirement accounts, as well as financial planning and small business accounting services. Palmore has expertise in serving various business structures, including S-Corps, partnerships, and LLCs, as well as family-owned enterprises, and is well-versed in the intricacies of each.
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Raymond Yirga
Certified Public Accountant
Verified Licensed
Location Simsbury, Connecticut 06070
Based in Simsbury, Connecticut, Raymond Yirga provides a range of accounting services to diverse clients, including various business structures and individuals. With over 15 years of experience, he specializes in basic accounting services, individual tax preparation, and tax compliance for clients navigating complex regulatory environments. Notably, he offers IRS representation services, helping clients resolve tax disputes and ensuring timely compliance with sales tax requirements.
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Carol Ruiz
Certified Public Accountant
Verified Licensed
Location Simsbury, Connecticut 06070
Based in Simsbury, Connecticut, Carol Ruiz is a certified public accountant (CPA) with over a decade of experience in providing accounting and tax services to entrepreneurs and startups, as well as individuals and families. Her specialization includes basic accounting services, small business accounting, and tax compliance, allowing her to cater to the diverse financial needs of her clients. Ruiz also offers specialized services in retirement account tax reporting and IRS representation, providing her clients with expert guidance in complex tax matters.
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Patrick Jones
Certified Public Accountant
Verified Licensed
Location Simsbury, Connecticut 06070
Patrick Jones, a certified public accountant with over 20 years of experience, is based in Simsbury, Connecticut, providing accounting services to family-owned enterprises and various business structures. His expertise includes individual and business tax return preparation, bookkeeping, and financial statement compilation, as well as basic accounting services and tax compliance for S-corps, partnerships, and LLCs. Mr. Jones serves businesses with diverse structures and needs, assisting them in maintaining accurate financial records and meeting tax requirements.
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Susan Slater Morris
Certified Public Accountant
Verified Licensed
Location Simsbury, Connecticut 06070
Based in Simsbury, Connecticut, Susan Slater Morris provides accounting and tax services to various business structures, including S-Corps, partnerships, and LLCs. With over 15 years of experience, she specializes in basic accounting services, individual tax services, and financial planning for family-owned enterprises and individuals. Her services include tax planning and consulting, as well as sales tax compliance, helping clients navigate the complexities of state and federal taxation.
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Steven M. Levin
Certified Public Accountant
Verified Licensed
Location Simsbury, Connecticut 06070
Located in Simsbury, Connecticut, Steven M. Levin is a seasoned certified public accountant with extensive experience in serving the financial needs of entrepreneurs and small to medium-sized businesses. With over 20 years of expertise, he focuses on providing general accounting and advisory services, as well as tax planning and consulting to help businesses and individuals achieve financial stability. His specialization in basic accounting services, financial planning, and individual tax services enables him to cater to the diverse needs of his clients. Steven M. Levin's experience in servicing startups and small businesses has equipped him with a unique understanding of the challenges they face and how to overcome them.
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Adam Girard
Certified Public Accountant
Verified Licensed
Location Simsbury, Connecticut 06070
Based in Simsbury, Connecticut, Adam Girard has over 20 years of experience providing accounting and financial services to small and medium-sized businesses. His expertise includes financial planning, tax compliance, and basic accounting services. With a focus on serving various business structures, such as S-Corps, partnerships, and LLCs, Adam helps clients navigate complex tax laws and regulations, including sales tax compliance. Additionally, he offers tax planning and consulting services to optimize business operations and minimize tax liabilities.
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Donna Roseman
Certified Public Accountant
Verified Licensed
Location Simsbury, Connecticut 06070
Donna Roseman is a licensed certified public accountant based in Simsbury, Connecticut, with over 15 years of experience serving various business structures, including S-corps, partnerships, and LLCs, as well as individual and family clients. Her expertise spans basic accounting services, financial planning, and tax compliance, providing guidance on financial management and tax-related matters. In addition to her core services, Donna specializes in IRS representation, helping clients navigate complex tax issues and resolve conflicts with the IRS.

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.