Filter Results
Wolcott
Filter Results
Wolcott
Showing 1 to 10 of 42 CPAs in Wolcott, Connecticut
A
April Garceau
Certified Public Accountant
Verified Licensed
Location Wolcott, Connecticut 06716
Based in Wolcott, Connecticut, April Garceau provides accounting services to a variety of clients, including small and medium-sized businesses with diverse structures. With over 15 years of experience in taxation and accounting, she specializes in basic accounting services, tax compliance, and individual tax services. Garceau's expertise also extends to tax planning and consulting for individual and business tax returns, ensuring clients meet their obligations and take advantage of available deductions.
R
Robert Pickett
Certified Public Accountant
Verified Licensed
Location Wolcott, Connecticut 06716
With over 15 years of experience in accounting, Robert Pickett operates a public accounting firm in Wolcott, Connecticut. He provides specialized services to small and medium-sized businesses, entrepreneurs, and startups, focusing on basic accounting, individual tax services, and tax compliance. Notably, he offers comprehensive retirement account tax reporting, ensuring accurate and timely filings, and handles payroll processing and compliance to prevent penalties and maintain business efficiency. As a certified public accountant, Robert Pickett is well-equipped to address a variety of tax and accounting needs of his clients in Wolcott and the surrounding areas.
T
Theodore Thomas
Certified Public Accountant
Verified Licensed
Location Wolcott, Connecticut 06716
Theodore Thomas, a certified public accountant based in Wolcott, Connecticut, specializes in providing financial guidance to family-owned enterprises and individuals and families. With over 12 years of experience, Thomas offers a range of services, including general accounting and advisory, as well as retirement account tax reporting. His areas of specialization include basic accounting services, individual tax services, and tax compliance, ensuring that clients are in full understanding of their financial obligations and opportunities.
J
James Lumia
Certified Public Accountant
Verified Licensed
Location Wolcott, Connecticut 06716
James Lumia is a certified public accountant based in Wolcott, Connecticut, with over 20 years of experience serving clients in the Greater Hartford region. He specializes in providing individual and business tax return preparation services, as well as payroll processing and compliance solutions that meet the needs of clients in various industries. Lumia's expertise also extends to basic accounting services, including financial statement preparation and individual tax services, ensuring clients meet their tax compliance obligations.
MA
Michael A. Douglass
Certified Public Accountant
Verified Licensed
Location Wolcott, Connecticut 06716
Based in Wolcott, Connecticut, Michael A. Douglass is an experienced certified public accountant with over 15 years of experience in providing accounting and tax services to entrepreneurs and family-owned enterprises. His practice focuses on individual tax services, financial planning, and basic accounting services, offering guidance on tax planning and consulting, as well as IRS representation for clients with complex tax issues. With a deep understanding of the unique financial challenges faced by small business owners and individuals, Michael A. Douglass provides tailored advice and support to help clients achieve their financial goals and navigate complex regulatory requirements.
S
Sergio Guerrera
Certified Public Accountant
Verified Licensed
Location Wolcott, Connecticut 06716
Based in Wolcott, Connecticut, Sergio Guerrera has been providing accounting services for over 15 years, specializing in General Accounting & Advisory, Bookkeeping & Financial Statement Compilation, Financial Planning, and Small Business Accounting. He primarily serves entrepreneurs and startups, as well as family-owned enterprises, offering tailored advice and guidance to meet the unique needs of each client. In addition to standard accounting services, Sergio provides financial planning and tax preparation, helping clients establish a solid financial foundation for success.
P
Philip Allison
Certified Public Accountant
Verified Licensed
Location Wolcott, Connecticut 06716
Philip Allison brings his expertise in financial planning and tax consulting to Wolcott, Connecticut-based clients. With over 15 years of experience serving family-owned enterprises and entrepreneurs, he offers a range of services, including retirement account tax reporting and tax planning. His specialization in basic accounting services, individual tax services, and financial planning enables him to provide comprehensive support to clients in their financial decision-making.
M
Marianne Pasacreta
Certified Public Accountant
Verified Licensed
Location Wolcott, Connecticut 06716
Marianne Pasacreta is a certified public accountant based in Wolcott, Connecticut, with over 15 years of experience providing accounting and tax services. Her expertise includes bookkeeping and financial statement compilation, as well as IRS representation for individual and business clients. Pasacreta specializes in basic accounting services, individual tax services, and financial planning, offering tailored guidance to entrepreneurs and startups, as well as individuals and families. Her extensive experience serving diverse clients has equipped her with a deep understanding of the unique financial needs and challenges faced by various industries.
N
Nicole Mamudi
Certified Public Accountant
Verified Licensed
Location Wolcott, Connecticut 06716
Nicole Mamudi is a certified public accountant based in Wolcott, Connecticut, with over 15 years of experience providing accounting services to small and medium-sized businesses. She specializes in basic accounting services, small business accounting, and financial planning, as well as bookkeeping and financial statement compilation, and sales tax compliance. Mamudi serves a diverse range of clients, including entrepreneurs and startups, and is well-equipped to handle the unique financial needs of each business.
K
Kathryn Testone
Certified Public Accountant
Verified Licensed
Location Wolcott, Connecticut 06716
Kathryn Testone is a certified public accountant based in Wolcott, Connecticut, with over 15 years of experience providing financial guidance to small and medium-sized businesses. In addition to her work in basic accounting services, she also specializes in business tax services, helping clients navigate the complexities of S-Corps, partnerships, and LLCs. Her services include bookkeeping and financial statement compilation, as well as tax planning and consulting, allowing her to offer comprehensive financial support to her 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.