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Southport
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Southport
Showing 41 to 43 of 43 CPAs in Southport, Connecticut
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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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Jimmie E. Spears
Certified Public Accountant
Verified Licensed
Location Southport, Connecticut 06890
Jimmie E. Spears is a certified public accountant based in Southport, Connecticut. With over 12 years of experience, Spears specializes in providing financial planning and business tax services to entrepreneurs, startups, and various business structures, including S-Corps, partnerships, and LLCs. A certified IRS representative, Spears offers payroll processing and compliance services, ensuring accurate and timely payments and adherence to regulatory requirements. His services encompass basic accounting, financial planning, and business tax strategies to support the financial health and growth of 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.