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Wallingford
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Wallingford
Showing 61 to 70 of 131 CPAs in Wallingford, Connecticut
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Martin Gannon
Certified Public Accountant
Verified Licensed
Location Wallingford, Connecticut 06492
Martin Gannon is a certified public accountant with over 10 years of experience in providing accounting services to family-owned enterprises and small to medium-sized businesses in Wallingford, Connecticut. His specialization in basic accounting services, small business accounting, and tax compliance has enabled him to effectively manage financial operations, minimize tax liabilities, and ensure regulatory compliance for his clients. Gannon's services include payroll processing and compliance, as well as tax planning and consulting, tailored to meet the unique needs of each business in the region.
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Corliss Montesi
Certified Public Accountant
Verified Licensed
Location Wallingford, Connecticut 06492
Corliss Montesi is a certified public accountant with over a decade of experience in Wallingford, Connecticut. As a seasoned practitioner, she specializes in providing basic accounting services, financial planning, and business tax services to family-owned enterprises and various business structures, including S-corporations, partnerships, and limited liability companies. Montesi prepares individual and business tax returns and represents clients before the Internal Revenue Service. Her areas of expertise include navigating complex tax laws and regulations, allowing her clients to make informed financial decisions.
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William Saas
Certified Public Accountant
Verified Licensed
Location Wallingford, Connecticut 06492
Practicing in Wallingford, Connecticut, William Saas is a certified public accountant with over 20 years of experience serving the financial needs of family-owned enterprises and individuals and families. He specializes in basic accounting services, business tax services, and small business accounting, with a focus on providing accurate and timely financial information. Notably, William represents clients before the IRS and compiles financial statements, ensuring compliance with relevant regulations and tax laws.
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Kimberly Napp
Certified Public Accountant
Verified Licensed
Location Wallingford, Connecticut 06492
Based in Wallingford, Connecticut, Kimberly Napp provides expert accounting solutions to small and medium-sized businesses, entrepreneurs, and startups. With extensive experience in basic accounting services, tax compliance, and financial planning, Napp offers tailored services to meet the unique needs of her clients. Her specialization in financial planning enables her to help clients make informed decisions about their financial resources. Napp's experience in IRS representation and bookkeeping and financial statement compilation services is invaluable to businesses seeking accurate and timely financial reporting.
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Jennifer Shugrue
Certified Public Accountant
Verified Licensed
Location Wallingford, Connecticut 06492
With over 15 years of experience, Jennifer Shugrue provides accounting services to various business structures, including S-corps, partnerships, and LLCs, in Wallingford, Connecticut. Her expertise encompasses basic accounting services, financial planning, and individual tax services, catering to the needs of small and medium-sized businesses. Ms. Shugrue also specializes in tax planning and consulting, as well as IRS representation, helping clients navigate complex tax issues and resolve disputes.
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Gary Draghi
Certified Public Accountant
Verified Licensed
Location Wallingford, Connecticut 06492
Gary Draghi is a certified public accountant located in Wallingford, Connecticut. With over 10 years of experience, he provides individual and business tax return preparation, as well as sales tax compliance services. His expertise in basic accounting services, financial planning, and business tax services has allowed him to serve entrepreneurs and startups, as well as small and medium-sized businesses in the region. One notable aspect of his practice is his ability to offer financial planning and advisory services, helping clients make informed business decisions.
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Joseph Miranda
Certified Public Accountant
Verified Licensed
Location Wallingford, Connecticut 06492
The CPA firm of Joseph Miranda is based in Wallingford, Connecticut, and has served the state's financial community since 2005. With a focus on General Accounting & Advisory and IRS Representation services, Miranda's expertise includes areas such as tax planning, audit support, and financial statement preparation. Mr. Miranda's specialization includes Basic Accounting Services, Financial Planning, and Individual Tax Services, making his firm well-equipped to handle a wide range of client needs, including those of Individuals and Families as well as various Business Structures.
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Robert Koch
Certified Public Accountant
Verified Licensed
Location Wallingford, Connecticut 06492
Robert Koch, a certified public accountant, has been serving clients in the Wallingford, Connecticut area for over 10 years. His expertise includes tax compliance, business tax services, and basic accounting services, catering to a diverse range of industries such as S-Corps, partnerships, and LLCs. One notable aspect of Koch's practice is his experience with IRS representation, assisting clients with tax disputes and negotiations. He also provides retirement account tax reporting services, ensuring accurate and timely filings.
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Michele Spence
Certified Public Accountant
Verified Licensed
Location Wallingford, Connecticut 06492
Michele Spence is a certified public accountant with over 15 years of experience serving clients in Wallingford, Connecticut, providing personalized accounting and financial expertise. Her practice focuses on tax planning and consulting, including IRS representation for individuals and businesses facing tax audits or disputes. With a specialization in basic accounting services, financial planning, and small business accounting, Michele guides clients through complex financial situations, ensuring compliance with regulatory requirements and optimizing financial performance. Her expertise extends to various business structures, including S-Corps, partnerships, and LLCs, making her a trusted advisor for individuals and families, as well as small and medium-sized businesses.
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Michael Lipman
Certified Public Accountant
Verified Licensed
Location Wallingford, Connecticut 06492
Michael Lipman is a Certified Public Accountant providing financial guidance to individuals and businesses in the Wallingford, Connecticut area. With over 10 years of experience in tax preparation and compliance, Lipman specializes in serving family-owned enterprises and small to medium-sized businesses. His services include individual and business tax return preparation, as well as retirement account tax reporting, to ensure accurate and timely submissions. As a seasoned tax professional, Lipman stays up-to-date on changing tax laws and regulations to provide expert advice on tax compliance and basic accounting services.

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.