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Trumbull
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Trumbull
Showing 131 to 140 of 230 CPAs in Trumbull, Connecticut
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John Dougherty, Jr
Certified Public Accountant
Verified Licensed
Location Trumbull, Connecticut 06611
John Dougherty, Jr is a certified public accountant based in Trumbull, Connecticut, with over 12 years of experience. His practice focuses on providing general accounting and advisory services to individuals and family-owned enterprises in the region, ensuring they meet their tax compliance obligations. As a seasoned IRS representative, Dougherty has successfully navigated complex tax matters, protecting clients' interests and rights. His expertise spans basic accounting services, tax compliance, and small business accounting, making him a valuable resource for families, individuals, and small business owners seeking expert guidance and support.
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Aimee Pace
Certified Public Accountant
Verified Licensed
Location Trumbull, Connecticut 06611
Aimee Pace is a certified public accountant (CPA) based in Trumbull, Connecticut, with over 10 years of experience serving individuals and small businesses in the area. She specializes in providing basic accounting services, including financial statement preparation and record-keeping, as well as individual tax services, such as tax return preparation and planning. Pace also offers IRS representation services, assisting clients with audits, collections, and other IRS-related issues, and has experience working with various business structures, including S-Corps, partnerships, and LLCs.
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Richard L. Martorana
Certified Public Accountant
Verified Licensed
Location Trumbull, Connecticut 06611
Richard L. Martorana is a certified public accountant based in Trumbull, Connecticut, with over 20 years of experience providing financial guidance to small and medium-sized businesses in the region. His services include bookkeeping and financial statement compilation, payroll processing and compliance, as well as tax planning and preparation for family-owned enterprises. Martorana's expertise spans basic accounting services, business tax services, and financial planning, making him a valuable resource for business owners seeking reliable financial support.
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Gary S. Held
Certified Public Accountant
Verified Licensed
Location Trumbull, Connecticut 06611
Gary S. Held is a certified public accountant (CPA) serving clients in Trumbull, Connecticut. With over 25 years of experience, he provides expertise in Basic Accounting Services, Financial Planning, and Business Tax Services to various business structures, including S-Corps, partnerships, and LLCs. His services include bookkeeping and financial statement compilation, as well as retirement account tax reporting. He also assists individuals and families with their personal financial needs.
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Joseph Zeni
Certified Public Accountant
Verified Licensed
Location Trumbull, Connecticut 06611
Based in Trumbull, Connecticut, Joseph Zeni has been providing accounting services for over 15 years. His areas of specialization include basic accounting services, business tax services, and tax compliance, catering to a diverse range of clients, from family-owned enterprises to various business structures such as S-corps, partnerships, and LLCs. Joseph Zeni's expertise in tax planning and consulting, particularly in retirement account tax reporting, enables him to offer comprehensive solutions to his clients' tax-related needs.
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Grace K. Zweig
Certified Public Accountant
Verified Licensed
Location Trumbull, Connecticut 06611
Based in Trumbull, Connecticut, Grace K. Zweig provides comprehensive financial guidance to small and medium-sized businesses, entrepreneurs, and startups. With over 15 years of experience, she specializes in basic accounting services, financial planning, and individual tax services. Her expertise includes sales tax compliance and IRS representation, allowing her to effectively navigate complex financial situations and advocate on behalf of her clients.
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Bruce Stratford
Certified Public Accountant
Verified Licensed
Location Trumbull, Connecticut 06611
Based in Trumbull, Connecticut, Bruce Stratford is a seasoned CPA with over a decade of experience in tax and accounting. He specializes in providing comprehensive Basic Accounting Services, Business Tax Services, and Small Business Accounting to Small and Medium-Sized Businesses, as well as Entrepreneurs and Startups in the region. In addition to his core services, Bruce also offers expert Tax Planning & Consulting and Retirement Account Tax Reporting, helping clients navigate complex tax regulations and achieve financial stability.
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Chad Rhodes
Certified Public Accountant
Verified Licensed
Location Trumbull, Connecticut 06611
Based in Trumbull, Connecticut, Chad Rhodes is a certified public accountant (CPA) with over 20 years of experience in providing accounting and tax services. Rhodes specializes in tax compliance, business tax services, and basic accounting services, serving various business structures, including S-Corps, partnerships, and LLCs, as well as entrepreneurs and startups. His expertise includes individual and business tax return preparation and retirement account tax reporting, ensuring clients' financial information is accurately documented and reported.
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Adele Ballerini-Koehm
Certified Public Accountant
Verified Licensed
Location Trumbull, Connecticut 06611
Adele Ballerini-Koehm is a certified public accountant (CPA) based in Trumbull, Connecticut, with over 15 years of experience. Serving the needs of individuals and families, as well as family-owned enterprises, Ballerini-Koehm provides tax planning and consulting services, including retirement account tax reporting. Her areas of specialization include basic accounting services, small business accounting, and tax compliance, assisting clients in meeting their financial and tax obligations.
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Joseph Sladek
Certified Public Accountant
Verified Licensed
Location Trumbull, Connecticut 06611
Located in Trumbull, Connecticut, Joseph Sladek provides expert financial guidance to entrepreneurs and startups, as well as various business structures, including S-Corps, partnerships, and LLCs. With over 10 years of experience, he specializes in basic accounting services, tax compliance, and business tax services, helping clients navigate complex tax laws and regulations. Sladek's services include IRS representation and tax planning and consulting, ensuring clients are in compliance with tax requirements and taking advantage of available deductions and credits.

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.