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Southport
Filter Results
Southport
Showing 1 to 10 of 43 CPAs in Southport, Connecticut
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Donna Toth
Certified Public Accountant
Verified Licensed
Location Southport, Connecticut 06890
Based in Southport, Connecticut, Donna Toth has been providing accounting and financial planning expertise for over 20 years. Her services encompass Individual & Business Tax Return Preparation, as well as Retirement Account Tax Reporting, catering to the diverse needs of her clients. With a specialization in Basic Accounting Services, Financial Planning, and Tax Compliance, Donna Toth serves individuals, families, and various business structures, including S-Corps, Partnerships, and LLCs.
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William Ault
Certified Public Accountant
Verified Licensed
Location Southport, Connecticut 06890
Based in Southport, Connecticut, William Ault provides expert financial guidance to individuals and families. With over a decade of experience, his services include IRS representation, payroll processing and compliance, and financial planning for individuals and families. Mr. Ault specializes in providing basic accounting services, business tax services, and financial planning to a variety of business structures, including S-Corps, partnerships, and LLCs.
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William Gerner
Certified Public Accountant
Verified Licensed
Location Southport, Connecticut 06890
Located in Southport, Connecticut, William Gerner brings over 15 years of experience in accounting and taxation services to his clients. Specializing in basic accounting services, business tax services, and tax compliance, he provides strategic guidance in areas such as financial statements and tax planning. Gerner's expertise also extends to IRS representation, helping individuals and families, as well as entrepreneurs and startups, navigate complex tax issues. As a seasoned expert in general accounting and advisory services, he offers tailored solutions to meet the unique needs of his clients.
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Charlotte Foy
Certified Public Accountant
Verified Licensed
Location Southport, Connecticut 06890
Located in Southport, Connecticut, Charlotte Foy is a certified public accountant with over 20 years of experience, offering comprehensive accounting services to diverse clients. Her specialization in basic accounting services, small business accounting, and financial planning enables her to cater to the unique needs of various business structures, including S-Corps, partnerships, and LLCs, as well as individual and family clients. In addition to general accounting and advisory services, Charlotte provides expertise in retirement account tax reporting, helping clients navigate complex tax laws and regulations.
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Frank Udiskey
Certified Public Accountant
Verified Licensed
Location Southport, Connecticut 06890
Based in Southport, Connecticut, Frank Udiskey brings over 20 years of experience to his practice as a certified public accountant. With a focus on supporting small and medium-sized businesses, as well as family-owned enterprises, he provides comprehensive accounting services, including financial planning for long-term goals. His expertise in tax compliance, combined with his experience in individual and business tax return preparation, makes him a valuable resource for clients seeking accurate and efficient tax reporting, particularly for retirement accounts.
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Audrey Villecco
Certified Public Accountant
Verified Licensed
Location Southport, Connecticut 06890
Based in Southport, Connecticut, Audrey Villecco is a seasoned accounting professional with extensive experience serving the needs of individuals and families, as well as small and medium-sized businesses. With over 15 years of experience, she specializes in providing individual tax services, basic accounting services, and financial planning, helping clients navigate their financial decisions with confidence. She offers tailored tax planning and consulting services, ensuring that her clients' financial goals are aligned with their tax obligations. Her expertise is highly valued by clients who appreciate her personalized approach and comprehensive understanding of tax laws and regulations.
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James Ford
Certified Public Accountant
Verified Licensed
Location Southport, Connecticut 06890
Based in Southport, Connecticut, James Ford provides specialized accounting services to family-owned enterprises and startups in the region. With over 10 years of experience, he focuses on delivering accurate financial statements and comprehensive tax compliance for individuals and small businesses. His expertise includes bookkeeping, financial statement compilation, tax planning, and consulting, as well as individual tax services for complex returns and audits.
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Charles Clark
Certified Public Accountant
Verified Licensed
Location Southport, Connecticut 06890
Based in Southport, Connecticut, Charles Clark provides accounting and advisory services to individuals and businesses. With over 15 years of experience, his expertise encompasses basic accounting, small business accounting, and financial planning, supporting clients across diverse business structures, including S-Corps, partnerships, and LLCs, as well as family-owned enterprises. As a CPA, Clark prepares individual and business tax returns, offering general accounting and advisory services that cater to the unique needs of each client.
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Thomas Mcgrath Jr
Certified Public Accountant
Verified Licensed
Location Southport, Connecticut 06890
Based in Southport, Connecticut, Thomas Mcgrath Jr is a seasoned CPA providing expert accounting services to various business structures, including S-Corps, partnerships, and LLCs. With over 15 years of experience, he specializes in basic accounting services, tax compliance, and business tax services for family-owned enterprises and other clients. His service offerings include payroll processing and compliance, as well as individual and business tax return preparation, helping clients navigate complex tax laws and regulations.
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Sapna Shah
Certified Public Accountant
Verified Licensed
Location Southport, Connecticut 06890
Sapna Shah, a certified public accountant, is based in Southport, Connecticut. With over 10 years of experience in financial accounting and taxation, she specializes in providing basic accounting services, tax compliance, and small business accounting to her clients. She prepares individual and business tax returns, ensuring accurate and timely filings, and offers sales tax compliance services to help businesses meet their tax obligations.

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.