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Windsor Locks
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Windsor Locks
Showing 21 to 23 of 23 CPAs in Windsor Locks, Connecticut
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Sean M. Donovan
Certified Public Accountant
Verified Licensed
Location Windsor Locks, Connecticut 06096
Headquartered in Windsor Locks, Connecticut, Sean M. Donovan provides general accounting and advisory services to family-owned enterprises and individuals. With over 15 years of experience, Donovan specializes in basic accounting services, business tax services, and small business accounting.His expertise includes individual and business tax return preparation, catering to the complex financial needs of his clients.As a certified public accountant, Donovan has worked with a diverse range of businesses and individuals, serving as a trusted advisor and tax strategist.
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Amy Montemerlo
Certified Public Accountant
Verified Licensed
Location Windsor Locks, Connecticut 06096
Amy Montemerlo is a certified public accountant (CPA) with over a decade of experience serving various business structures and individuals in Windsor Locks, Connecticut. She specializes in basic accounting services, small business accounting, and individual tax services, providing tailored support to meet the unique needs of her clients. Montemerlo's expertise extends to tax planning and consulting, with a specific focus on retirement account tax reporting – a valuable service for those navigating complex tax obligations.
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Joseph Caruso
Certified Public Accountant
Verified Licensed
Location Windsor Locks, Connecticut 06096
Based in Windsor Locks, Connecticut, Joseph Caruso has over 10 years of experience as a certified public accountant, providing financial expertise to a diverse range of clients. He specializes in tax compliance, financial planning, and basic accounting services for various business structures, including S-corps, partnerships, and LLCs, as well as family-owned enterprises. Mr. Caruso also offers tax planning and consulting services, and provides representation before the Internal Revenue Service, helping clients navigate complex tax matters and resolve disputes.

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.