Filter Results
Waterford
Filter Results
Waterford
Showing 1 to 10 of 32 CPAs in Waterford, Connecticut
W
Walter Makepeace
Certified Public Accountant
Verified Licensed
Location Waterford, Connecticut 06385
Located in Waterford, Connecticut, Walter Makepeace is a highly experienced Certified Public Accountant with over 15 years of experience providing accounting and tax services to entrepreneurs and startups as well as individuals and families. He specializes in basic accounting services, tax compliance, and individual tax services, helping clients navigate complex tax laws and regulations. One notable aspect of his practice is his comprehensive tax planning and consulting services, which enable clients to make informed financial decisions and minimize tax liabilities.
D
Darlene Goldstein
Certified Public Accountant
Verified Licensed
Location Waterford, Connecticut 06385
With over 15 years of experience in public accounting, Darlene Goldstein brings a wealth of knowledge to her clients in Waterford, Connecticut. Serving a diverse range of industries, including S-Corps, partnerships, and LLCs, as well as family-owned enterprises, Goldstein's expertise encompasses tax compliance, financial planning, and basic accounting services. Her services include tax planning and consulting, bookkeeping, and financial statement compilation, catering to the unique needs of each client.
T
Todd Koscinski
Certified Public Accountant
Verified Licensed
Location Waterford, Connecticut 06385
Todd Koscinski is a certified public accountant based in Waterford, Connecticut, with extensive experience of over ten years in providing financial guidance to various business structures and entrepreneurs. He specializes in basic accounting services, financial planning, and individual tax services, catering to the unique needs of small businesses, partnerships, and Limited Liability Companies (LLCs). Koscinski offers comprehensive payroll processing and compliance services, ensuring that clients meet all regulatory requirements.
T
Theodore Beals
Certified Public Accountant
Verified Licensed
Location Waterford, Connecticut 06385
Theodore Beals is a certified public accountant based in Waterford, Connecticut, with over 20 years of experience in providing financial guidance to small and medium-sized businesses and family-owned enterprises. His expertise lies in basic accounting services, small business accounting, and business tax services, ensuring clients' financial health and compliance with relevant regulations. Beals also offers specialized tax planning and consulting services, as well as bookkeeping and financial statement compilation to help businesses make informed financial decisions.
JA
Jay A. Hadfield
Certified Public Accountant
Verified Licensed
Location Waterford, Connecticut 06385
Based in Waterford, Connecticut, Jay A. Hadfield is a certified public accountant with over 15 years of experience. He specializes in providing basic accounting services, individual tax services, and small business accounting to clients across various industries, including entrepreneurs and startups and family-owned enterprises. His expertise extends to payroll processing and compliance, as well as retirement account tax reporting, allowing him to address a comprehensive range of accounting needs for his clients. As a seasoned accountant, Jay A. Hadfield focuses on delivering accurate and reliable financial services to meet the unique needs of each client.
E
Ernest Johnson
Certified Public Accountant
Verified Licensed
Location Waterford, Connecticut 06385
Based in Waterford, Connecticut, Ernest Johnson is a certified public accountant with over 10 years of experience. His practice focuses on providing accurate financial statements and bookkeeping services to entrepreneurs and startups, as well as family-owned enterprises in the region. Johnson's expertise lies in basic accounting services, financial planning, and small business accounting, where he specializes in ensuring clients adhere to sales tax compliance regulations. Ernest Johnson's financial expertise has been serving the financial needs of his clients for over a decade.
B
Bonnie Palmer
Certified Public Accountant
Verified Licensed
Location Waterford, Connecticut 06385
Based in Waterford, Connecticut, Bonnie Palmer serves clients in the local community with comprehensive accounting solutions. With over 15 years of experience in public accounting, Bonnie provides specialized support in basic accounting services, business tax services, and small business accounting. Her expertise includes bookkeeping and financial statement compilation, as well as sales tax compliance, helping clients manage their financial obligations effectively.
K
Kevin Turley
Certified Public Accountant
Verified Licensed
Location Waterford, Connecticut 06385
Based in Waterford, Connecticut, Kevin Turley provides expert accounting services to various business structures, including S-Corps, partnerships, and family-owned enterprises. With over 15 years of experience, he specializes in basic accounting services, individual tax services, and tax compliance. Turley's services include tax planning and consulting, as well as retirement account tax reporting, to help his clients achieve financial stability and minimize tax liabilities.
LH
Loic H. Delaforcade
Certified Public Accountant
Verified Licensed
Location Waterford, Connecticut 06385
Based in Waterford, Connecticut, Loic H. Delaforcade provides accounting expertise to a variety of clients, including family-owned enterprises and entrepreneurs and startups. With over a decade of experience, Delaforcade's practice focuses on basic accounting services, business tax services, and individual tax services. Specific services offered by Delaforcade include retirement account tax reporting and bookkeeping and financial statement compilation.
R
Robert Williams
Certified Public Accountant
Verified Licensed
Location Waterford, Connecticut 06385
Based in Waterford, Connecticut, Robert Williams has provided accounting services to entrepreneurs and startups, as well as family-owned enterprises, since 2003. His practice focuses on tax planning and consulting, ensuring clients are in compliance with sales tax regulations and meeting their financial goals. With expertise in basic accounting services, tax compliance, and financial planning, Williams helps his clients navigate complex financial issues and make informed decisions.

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.