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Somers
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Somers
Showing 21 to 30 of 38 CPAs in Somers, Connecticut
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Pamela Coverdill
Certified Public Accountant
Verified Licensed
Location Somers, Connecticut 06071
Pamela Coverdill is a certified public accountant located in Somers, Connecticut, providing bookkeeping and financial statement compilation services to individuals and businesses in the area. With over 15 years of experience in basic accounting services, tax compliance, and small business accounting, Coverdill has developed expertise in serving various business structures, including S-Corps, partnerships, and LLCs. She also offers individual and business tax return preparation, catering to entrepreneurs and startups in need of tax guidance.
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Marvin Thomas
Certified Public Accountant
Verified Licensed
Location Somers, Connecticut 06071
Based in Somers, Connecticut, Marvin Thomas provides accounting services to family-owned enterprises and individuals and families. With over 15 years of experience, he specializes in basic accounting services, individual tax services, and financial planning. As a certified public accountant, Thomas also offers sales tax compliance and retirement account tax reporting services.
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Matthew Lapointe
Certified Public Accountant
Verified Licensed
Location Somers, Connecticut 06071
Matthew Lapointe is a certified public accountant (CPA) serving clients in Somers, Connecticut, and the surrounding areas. With over 15 years of experience, he brings his expertise in basic accounting services, business tax services, and individual tax services to small and medium-sized businesses, family-owned enterprises, and other organizations that require tailored financial guidance. Matthew's specialization in sales tax compliance and tax planning consulting enables him to help clients navigate complex tax regulations and develop strategic financial strategies that support their business goals.
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Nicole Stephenson
Certified Public Accountant
Verified Licensed
Location Somers, Connecticut 06071
Located in Somers, Connecticut, Nicole Stephenson provides accounting services to small and medium-sized businesses. With over 10 years of experience, her specialization includes tax compliance and basic accounting services for various business structures such as S-corps, partnerships, and LLCs. She offers specialized services in sales tax compliance and retirement account tax reporting, helping clients navigate complex tax regulations.
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Ashley Lapointe
Certified Public Accountant
Verified Licensed
Location Somers, Connecticut 06071
Ashley Lapointe is a seasoned certified public accountant (CPA) based in Somers, Connecticut. With over 10 years of experience in serving various business structures, including S-Corps, partnerships, and LLCs, Lapointe specializes in providing basic accounting services, small business accounting, and business tax services. Her expertise includes preparing individual and business tax returns as well as offering general accounting and advisory services to small and medium-sized businesses.
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David Williams
Certified Public Accountant
Verified Licensed
Location Somers, Connecticut 06071
Based in Somers, Connecticut, David Williams is a seasoned accountant providing comprehensive financial services to various business structures, including S-Corps, partnerships, and LLCs. With over a decade of experience serving small and medium-sized businesses, he offers individual and business tax return preparation, as well as bookkeeping and financial statement compilation services. His expertise in basic accounting services, individual tax services, and financial planning enables him to offer tailored solutions to meet clients' unique needs, including assistance with financial planning and budgeting.
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Debra A. Mccallum
Certified Public Accountant
Verified Licensed
Location Somers, Connecticut 06071
Debra A. Mccallum, a certified public accountant (CPA) based in Somers, Connecticut, has over 15 years of experience providing financial guidance to various business structures and entrepreneurs. She specializes in tax planning and consulting, financial planning, and business tax services. Her expertise extends to the representation of clients in front of the IRS, helping them resolve tax disputes and navigate complex tax laws. With a focus on delivering comprehensive financial solutions, Mccallum's services cater to small business owners, S-Corps, partnerships, and LLCs, offering tailored guidance to meet their unique financial needs.
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Robin Munson
Certified Public Accountant
Verified Licensed
Location Somers, Connecticut 06071
Based in Somers, Connecticut, Robin Munson has over 20 years of experience providing expert accounting services to entrepreneurs and startups, as well as various business structures including S-Corps, partnerships, and LLCs. Their specialization in basic accounting services, financial planning, and tax compliance enables them to cater to the diverse needs of small businesses and growing companies. Notably, Robin Munson offers sales tax compliance and payroll processing & compliance services, helping clients navigate complex tax regulations and stay compliant with labor laws.
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Richard Callahan
Certified Public Accountant
Verified Licensed
Location Somers, Connecticut 06071
Richard Callahan is a certified public accountant with over 15 years of experience based in Somers, Connecticut. Providing tax planning and consulting services, as well as payroll processing and compliance, he focuses on small business accounting and tax compliance. His specialization in basic accounting services enables him to effectively cater to the needs of entrepreneurs and startups, as well as individuals and families.
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James Persano
Certified Public Accountant
Verified Licensed
Location Somers, Connecticut 06071
James Persano is a certified public accountant based in Somers, Connecticut, with over 20 years of experience in tax and financial services. His practice specializes in providing financial planning and tax preparation services to entrepreneurs and family-owned enterprises, helping them navigate complex business tax laws and regulations. Persano also offers IRS representation and retirement account tax reporting services, ensuring his clients' financial well-being and compliance with tax laws. With a strong background in basic accounting services and business tax services, Persano provides expert guidance to his clients, helping them make informed financial decisions.

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.