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Southbury
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Southbury
Showing 21 to 30 of 72 CPAs in Southbury, Connecticut
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Ronald Squiers
Certified Public Accountant
Verified Licensed
Location Southbury, Connecticut 06488
Based in Southbury, Connecticut, Ronald Squiers is a certified public accountant with over 20 years of experience providing financial guidance to various business structures, including S-Corps, partnerships, and LLCs. His expertise involves comprehensive financial planning, tax compliance, and basic accounting services, catering to the needs of family-owned enterprises and small to medium-sized businesses. Notably, Mr. Squiers offers customized retirement account tax reporting, ensuring accurate and timely tax submissions for his clients.
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Marianna Lorensen
Certified Public Accountant
Verified Licensed
Location Southbury, Connecticut 06488
Marianna Lorensen is a certified public accountant (CPA) based in Southbury, Connecticut, with over 12 years of experience in general accounting and advisory services. Her specialization includes basic accounting services, business tax services, and tax compliance for small and medium-sized businesses, as well as individuals and families. Lorensen also provides representation in front of the Internal Revenue Service (IRS), helping clients navigate complex tax issues and resolve disputes. With a strong background in accounting and tax law, Lorensen offers expert guidance and support to clients seeking to manage their financial affairs effectively.
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Theodore H. Kreinik
Certified Public Accountant
Verified Licensed
Location Southbury, Connecticut 06488
Based in Southbury, Connecticut, Theodore H. Kreinik provides expert accounting services to small and medium-sized businesses, as well as entrepreneurs and startups. With over 20 years of experience in tax planning and general accounting, Kreinik specializes in individual tax services, basic accounting services, and financial planning, offering tailored advice to meet each client's needs. His comprehensive services include tax planning and consulting, providing guidance on tax strategy and compliance for businesses and individuals. Kreinik's expertise in financial planning enables him to help clients achieve their long-term financial goals, whether it's managing cash flow, creating a budget, or investing in retirement savings.
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Steven Lopes
Certified Public Accountant
Verified Licensed
Location Southbury, Connecticut 06488
Based in Southbury, Connecticut, Steven Lopes is a certified public accountant with over two decades of experience serving a diverse range of clients, including entrepreneurs and startups, as well as family-owned enterprises. With a focus on providing comprehensive financial planning, business tax services, and general accounting and advisory services, Lopes helps clients navigate complex tax laws and regulations. Specializing in basic accounting services, sales tax compliance, and financial planning, Lopes' expertise spans multiple industries, offering tailored solutions to meet the unique needs of each client. Founded [Year], Steven Lopes CPAs has established itself as a reputable accounting firm in the region, dedicated to delivering exceptional services and building long-term relationships with clients.
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Jeffrey Rocque
Certified Public Accountant
Verified Licensed
Location Southbury, Connecticut 06488
Based in Southbury, Connecticut, Jeffrey Rocque has over 15 years of experience providing tax and accounting expertise to a diverse range of clients. His services encompass retirement account tax reporting, individual and business tax return preparation, and specialized support for small businesses and various business structures, including S-Corps, partnerships, and LLCs. With a focus on business tax services and basic accounting needs, Rocque serves individuals and families, as well as small businesses, offering guidance on tax compliance and financial planning.
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Charles Schwartz
Certified Public Accountant
Verified Licensed
Location Southbury, Connecticut 06488
Based in Southbury, Connecticut, Charles Schwartz is a certified public accountant with over a decade of experience in providing tailored accounting solutions. He specializes in offering basic accounting services, including tax compliance and small business accounting advice, to entrepreneurs, startups, and small to medium-sized businesses. Charles's expertise extends to tax planning and consulting, as well as bookkeeping and financial statement compilation, helping businesses navigate complex financial situations and make informed decisions.
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Rodney J. Kirk
Certified Public Accountant
Verified Licensed
Location Southbury, Connecticut 06488
Founded in Southbury, Connecticut, Rodney J. Kirk is a certified public accountant with over 20 years of experience in providing accounting services to individuals and small to medium-sized businesses. His areas of specialization include basic accounting services, small business accounting, and tax compliance, ensuring clients meet their financial obligations and stay up-to-date on tax laws and regulations. Kirk also offers IRS representation and retirement account tax reporting services, providing peace of mind for clients navigating complex tax situations. With expertise in serving individuals and families, as well as small and medium-sized businesses, Rodney J. Kirk offers tailored accounting solutions to meet the diverse needs of his clients.
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Dale Ciccarelli
Certified Public Accountant
Verified Licensed
Location Southbury, Connecticut 06488
Dale Ciccarelli, a seasoned accounting professional based in Southbury, Connecticut, brings years of experience in providing expert financial guidance to individuals and small to medium-sized businesses. Specializing in basic accounting services, small business accounting, and tax compliance, he offers tailored solutions to meet the unique needs of his clients. With proficiency in payroll processing and compliance, Ciccarelli helps his clients navigate complex financial regulations and ensure accurate compensation and benefits administration. Whether providing general accounting and advisory services or handling tax-related matters, Ciccarelli's attention to detail and commitment to delivering high-quality results have earned him a reputation as a trusted CPA in the community.
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Jeffrey Tate
Certified Public Accountant
Verified Licensed
Location Southbury, Connecticut 06488
Based in Southbury, Connecticut, Jeffrey Tate is a certified public accountant with over 15 years of experience in providing financial expertise to various clients in the region. His areas of specialization include basic accounting services, small business accounting, and financial planning, catering to individuals and families, as well as small and medium-sized businesses. Tate's services also extend to sales tax compliance and payroll processing & compliance, ensuring that his clients are in full compliance with relevant tax laws and regulations.
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Pat Lamarco
Certified Public Accountant
Verified Licensed
Location Southbury, Connecticut 06488
Based in Southbury, Connecticut, Pat Lamarco provides accounting services to individuals and businesses in the region. With over 15 years of experience, Lamarco specializes in providing basic accounting services, individual tax services, and tax compliance for entrepreneurs and startups, as well as individuals and families. Her services include preparing individual and business tax returns, as well as ensuring sales tax compliance for 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.