Filter Results
Waterford
Filter Results
Waterford
Showing 31 to 32 of 32 CPAs in Waterford, Connecticut
L
Linda Lee-Picazio
Certified Public Accountant
Verified Licensed
Location Waterford, Connecticut 06385
Based in Waterford, Connecticut, Linda Lee-Picazio is a certified public accountant with over 20 years of experience in financial planning and tax services. With a specialization in individual tax services, Lee-Picazio provides expert guidance on tax planning and consulting to entrepreneurs and family-owned enterprises in the region. Serving a diverse range of clients, including startups and established businesses, Lee-Picazio's services also encompass basic accounting, financial planning, and IRS representation.
C
Charles Rogers
Certified Public Accountant
Verified Licensed
Location Waterford, Connecticut 06385
Charles Rogers, a certified public accountant with over 20 years of experience, provides expert bookkeeping and financial statement compilation services to entrepreneurs, startups, and small to medium-sized businesses in Waterford, Connecticut. His comprehensive financial planning services cater to the unique needs of his clients, offering tailored solutions for individual tax services, retirement account tax reporting, and basic accounting services. With a deep understanding of the local business community, Rogers delivers precise and timely tax compliance, financial analysis, and planning expertise, supporting the long-term success of his 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.