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Woodstock
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Woodstock
Showing 1 to 8 of 8 CPAs in Woodstock, Connecticut
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Margaret Wholean
Certified Public Accountant
Verified Licensed
Location Woodstock, Connecticut 06281
Based in Woodstock, Connecticut, Margaret Wholean is a certified public accountant with over two decades of experience in providing comprehensive accounting services. Her specialization lies in offering individual and business tax services, catering to entrepreneurs and startup businesses, as well as various business structures such as S-corps, partnerships, and LLCs. Wholean's expertise includes payroll processing and compliance, as well as sales tax compliance services, ensuring that her clients meet their tax obligations accurately and on time.
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Anthony S. Bannister
Certified Public Accountant
Verified Licensed
Location Woodstock, Connecticut 06281
Anthony S. Bannister is a certified public accountant based in Woodstock, Connecticut, with over two decades of experience serving various business structures, including S-Corps, partnerships, and LLCs. He specializes in providing general accounting and advisory services, as well as business tax services, to family-owned enterprises and small businesses. With expertise in basic accounting services, Bannister reports on retirement account tax obligations for his clients, ensuring compliance with regulatory requirements.
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Samantha Canniff
Certified Public Accountant
Verified Licensed
Location Woodstock, Connecticut 06281
Based in Woodstock, Connecticut, Samantha Canniff is a seasoned CPA with over 10 years of experience in providing comprehensive financial guidance to small and medium-sized businesses and family-owned enterprises. Her specialization lies in offering basic accounting services, small business accounting, and financial planning services, tailored to meet the diverse needs of her clients. Canniff's unique service includes IRS representation, ensuring her clients receive the highest possible resolution in cases of tax disputes or audits.
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Shandra L. Parenteau
Certified Public Accountant
Verified Licensed
Location Woodstock, Connecticut 06281
Based in Woodstock, Connecticut, Shandra L. Parenteau has over 15 years of experience as a certified public accountant. Her practice focuses on individual and business tax return preparation, as well as providing bookkeeping and financial statement compilation services. A seasoned expert in tax compliance and small business accounting, Parenteau serves a diverse range of clients, including small and medium-sized businesses, as well as individuals and families. Her expertise in basic accounting services enables her to effectively manage clients' financial information, ensuring accuracy and compliance with relevant regulations.
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David Eaton
Certified Public Accountant
Verified Licensed
Location Woodstock, Connecticut 06281
Located in Woodstock, Connecticut, David Eaton provides expert tax planning and consulting services to various business structures and individuals. With over 20 years of experience in accounting and taxation, he specializes in individual tax services, tax compliance, and basic accounting services. David prepares individual and business tax returns, catering to the needs of S-Corps, partnerships, and LLCs, as well as individuals and families.
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Michael D. Sampson
Certified Public Accountant
Verified Licensed
Location Woodstock, Connecticut 06281
Based in Woodstock, Connecticut, Michael D. Sampson provides specialized accounting services to meet the needs of diverse clients. A seasoned practitioner with years of experience, he offers expertise in sales tax compliance, general accounting, and advisory services to individuals, families, entrepreneurs, and small business owners. His areas of specialization include basic accounting services, small business accounting, and individual tax services, catering to the financial needs of a wide range of clients in these industries.
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David J. Mayotte
Certified Public Accountant
Verified Licensed
Location Woodstock, Connecticut 06281
Based in Woodstock, Connecticut, David J. Mayotte is a seasoned accountant with over 20 years of experience providing financial guidance to various business structures, including S-Corps, partnerships, and LLCs. His expertise lies in basic accounting services, tax compliance, and business tax services, with a focus on helping small and medium-sized businesses navigate complex financial regulations. Mayotte's practice also offers specialized tax reporting services for retirement accounts, ensuring accurate and timely compliance with tax laws.
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Karen Barlow
Certified Public Accountant
Verified Licensed
Location Woodstock, Connecticut 06281
Karen Barlow, a certified public accountant with over 15 years of experience, provides accounting services to small and medium-sized businesses in Woodstock, Connecticut. Her expertise includes basic accounting services, such as financial statement preparation and reconciliations, as well as business tax services, including tax compliance and planning. Barlow's specialization in tax services also extends to S-Corps, partnerships, and LLCs, allowing her to cater to various business structures.

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.