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Wallingford
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Wallingford
Showing 71 to 80 of 131 CPAs in Wallingford, Connecticut
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Paul Donahe
Certified Public Accountant
Verified Licensed
Location Wallingford, Connecticut 06492
Based in Wallingford, Connecticut, Paul Donahe provides accounting services to Small and Medium-Sized Businesses and various business structures, including S-Corps, partnerships, and LLCs. With extensive experience, spanning over two decades, Donahe specializes in Basic Accounting Services, Tax Compliance, and Financial Planning, offering expert guidance in General Accounting & Advisory and Individual & Business Tax Return Preparation. He provides valuable insights to clients across different industries, helping them navigate complex financial situations. Donahe's unique service offering includes comprehensive financial planning, tailored to meet the specific needs of each client. His expertise in financial analysis and planning enables business owners to make informed decisions and achieve long-term financial stability.
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Thomas J. Watson
Certified Public Accountant
Verified Licensed
Location Wallingford, Connecticut 06492
Based in Wallingford, Connecticut, Thomas J. Watson is a certified public accountant with over 20 years of experience in providing accounting and advisory services. His practice focuses on general accounting and advisory, tax planning and consulting for various business structures, including S-Corps, partnerships, and LLCs, as well as family-owned enterprises. Thomas specializes in basic accounting services, small business accounting, and individual tax services, helping clients navigate complex tax laws and financial regulations. In addition to standard accounting services, Thomas also assists clients with financial statement preparation, budgeting, and other financial planning needs.
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Patricia Rehermann
Certified Public Accountant
Verified Licensed
Location Wallingford, Connecticut 06492
Patricia Rehermann is a certified public accountant practicing in Wallingford, Connecticut. With over 15 years of experience, she specializes in providing basic accounting services, individual tax services, and small business accounting to family-owned enterprises, entrepreneurs, and startups. Her services include retirement account tax reporting, as well as payroll processing and compliance. Rehermann's expertise in these areas enables her to assist clients with a range of financial matters, from tax preparation to financial planning.
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Lloyd J. Hubbard
Certified Public Accountant
Verified Licensed
Location Wallingford, Connecticut 06492
Lloyd J. Hubbard is a certified public accountant based in Wallingford, Connecticut, with over 15 years of experience serving small and medium-sized businesses, as well as family-owned enterprises. His areas of specialization include basic accounting services, individual tax services, and financial planning, catering to the specific needs of his clients. Hubbard provides IRS representation and individual and business tax return preparation services, helping clients navigate complex tax matters and ensuring compliance with regulatory requirements. With extensive knowledge in financial planning and tax law, Hubbard provides expert guidance to his clients, helping them make informed decisions about their financial affairs.
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Laura Stewart
Certified Public Accountant
Verified Licensed
Location Wallingford, Connecticut 06492
Based in Wallingford, Connecticut, Laura Stewart is a certified public accountant with over 15 years of experience in providing accounting and advisory services. Her areas of specialization include basic accounting services, tax compliance, and business tax services, catering to various business structures such as S-Corps, partnerships, and LLCs. Stewart's expertise also includes payroll processing and compliance, ensuring that clients remain up-to-date with their tax obligations and regulatory requirements.
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Stephen Lepow
Certified Public Accountant
Verified Licensed
Location Wallingford, Connecticut 06492
Based in Wallingford, Connecticut, Stephen Lepow provides financial expertise to clients in various business structures, including S-Corps, partnerships, and LLCs. With over [number] years of experience, Lepow specializes in basic accounting services, financial planning, and business tax services. His services encompass bookkeeping and financial statement compilation, as well as IRS representation to address tax-related concerns. Lepow's work focuses on helping family-owned enterprises and other business owners navigate complex financial matters and achieve their goals.
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Kathleen Wallace
Certified Public Accountant
Verified Licensed
Location Wallingford, Connecticut 06492
Kathleen Wallace is a certified public accountant based in Wallingford, Connecticut, with over 20 years of experience in public accounting. Her areas of specialization include basic accounting services, individual tax services, and business tax services, catering to family-owned enterprises and small to medium-sized businesses. Among her services, Kathleen is skilled in retirement account tax reporting, ensuring accurate and timely filings for her clients.
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Sharon Grindle
Certified Public Accountant
Verified Licensed
Location Wallingford, Connecticut 06492
Sharon Grindle is a licensed certified public accountant (CPA) with extensive experience serving clients across Wallingford, Connecticut, since 2005. Her expertise includes providing basic accounting services, individual tax services, and business tax services to entrepreneurs and family-owned enterprises. Notably, Grindle offers specialized retirement account tax reporting services, ensuring compliance and optimizing returns for her clients. With a strong focus on payroll processing and compliance, Grindle helps businesses maintain seamless operations and minimize tax liabilities.
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Todd Carling
Certified Public Accountant
Verified Licensed
Location Wallingford, Connecticut 06492
Todd Carling, a CPA based in Wallingford, Connecticut, brings over 17 years of experience in providing accounting and advisory services to small and medium-sized businesses, as well as entrepreneurs and startups. Specializing in basic accounting services, tax compliance, and individual tax services, Todd helps clients navigate complex financial regulations and optimize their financial positions. He offers unique expertise in handling retirement account tax reporting, ensuring that clients' pension and IRA accounts are accurately accounted for and compliant with tax laws.
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Carlton Helming
Certified Public Accountant
Verified Licensed
Location Wallingford, Connecticut 06492
Based in Wallingford, Connecticut, Carlton Helming is a seasoned accountant with a focus on small and medium-sized businesses, serving various business structures including S-Corps, Partnerships, and LLCs. He offers comprehensive accounting and advisory services, providing support with general accounting, budgeting, and financial planning. With extensive experience in retirement account tax reporting and individual tax services, Carlton helps clients navigate complex tax regulations and optimize their financial situations.

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.