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Wellington
Filter Results
Wellington
Showing 1 to 10 of 86 CPAs in Wellington, Florida
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Marc C. Meskin
Certified Public Accountant
Verified Licensed
Location Wellington, Florida 33414
Marc C. Meskin is a certified public accountant with years of experience in providing accounting and tax services. Based in Wellington, Florida, he specializes in serving small and medium-sized businesses, as well as individuals and families. His services include sales tax compliance and individual and business tax return preparation, and he offers basic accounting services to help clients manage their financial information. With extensive expertise in individual tax services and small business accounting, Marc C. Meskin helps clients navigate complex financial regulations and ensure compliance.
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Jeffrey S. Siegel
Certified Public Accountant
Verified Licensed
Location Wellington, Florida 33414
Based in Wellington, Florida, Jeffrey S. Siegel is a certified public accountant with over 25 years of experience providing accounting and tax services to various clients. Specializing in small business accounting, tax compliance, and basic accounting services, he has developed expertise in meeting the needs of entrepreneurs and startups, as well as individuals and families. His services include bookkeeping and financial statement compilation, and he ensures accuracy in sales tax compliance for his clients.
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Linda Petruzzello
Certified Public Accountant
Verified Licensed
Location Wellington, Florida 33414
Linda Petruzzello is a certified public accountant with an office in Wellington, Florida. She has over a decade of experience in accounting and taxation, providing tax return preparation services for both individuals and businesses, as well as financial planning for small and medium-sized businesses. Petruzzello specializes in basic accounting services, including financial statement preparation and budgeting, which helps her clients make informed business decisions. Additionally, she offers retirement account tax reporting, allowing her clients to stay compliant with tax laws and regulations.
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Robert W. Vey
Certified Public Accountant
Verified Licensed
Location Wellington, Florida 33414
Wellington-based CPA Robert W. Vey has over 15 years of experience providing accounting services to clients in various business structures, including S-Corps, partnerships, and LLCs. His specialization in individual tax services allows him to assist clients with tax compliance and retirement account tax reporting. Services offered by Vey include payroll processing and compliance, as well as basic accounting services for family-owned enterprises and other businesses.
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John C. Weger
Certified Public Accountant
Verified Licensed
Location Wellington, Florida 33414
Based in Wellington, Florida, John C. Weger has been providing accounting services for over 15 years. His areas of specialization include basic accounting services, financial planning, and small business accounting, serving a diverse range of clients including individuals and families, as well as businesses with various structures such as S-Corps, partnerships, and LLCs. Services offered by John C. Weger include bookkeeping and financial statement compilation, tax planning and consulting, and tailored financial advice to meet the unique needs of his clients.
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Catherine M. Galgano
Certified Public Accountant
Verified Licensed
Location Wellington, Florida 33414
Catherine M. Galgano is a certified public accountant based in Wellington, Florida. With over 15 years of experience, she provides general accounting and advisory services to individuals and families, as well as family-owned enterprises. Her expertise includes basic accounting services, tax compliance, and individual tax services, with a focus on ensuring accurate and timely tax representation before the IRS.
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Joanne Farrar
Certified Public Accountant
Verified Licensed
Location Wellington, Florida 33414
Based in Wellington, Florida, Joanne Farrar brings over 10 years of experience in providing comprehensive accounting services to individuals and businesses. Specializing in basic accounting services, individual tax services, and tax compliance, her expertise spans various business structures, including S-Corps, partnerships, and LLCs. She also serves entrepreneurs and startups, offering guidance on general accounting and advisory matters, including tax return preparation for individuals and businesses.
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Carolyn M. Desanti
Certified Public Accountant
Verified Licensed
Location Wellington, Florida 33414
Based in Wellington, Florida, Carolyn M. Desanti is a seasoned accountant with over 10 years of experience. Her expertise includes tax planning and consulting, general accounting and advisory services, as well as financial planning and tax compliance for small and medium-sized businesses, entrepreneurs, and startups. As a specialist in basic accounting services, Carolyn helps clients navigate financial complexities and achieve their goals through tailored advice and strategic planning.
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James R. Davis
Certified Public Accountant
Verified Licensed
Location Wellington, Florida 33414
James R. Davis is a certified public accountant based in Wellington, Florida, with over a decade of experience. His practice focuses on providing general accounting and advisory services, as well as bookkeeping and financial statement compilation, to family-owned enterprises and various business structures, including S-Corps, partnerships, and LLCs. Davis specializes in basic accounting services, business tax services, and individual tax services, delivering tailored solutions to meet the unique needs of his clients. He is qualified to handle the financial needs of various business structures and individuals, offering expert guidance on financial matters and compliance regulations.
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Heidi Swartz
Certified Public Accountant
Verified Licensed
Location Wellington, Florida 33414
As a seasoned accounting professional, Heidi Swartz has been serving the business community in Wellington, Florida, for an impressive 15 years. Heidi specializes in providing basic accounting services, financial planning, and business tax services, catering to small and medium-sized businesses across various business structures, including S-Corps, partnerships, and LLCs. With in-depth knowledge of sales tax compliance and IRS representation, Heidi is well-equipped to handle complex financial situations and ensure her clients remain compliant with tax laws.

Florida's large and growing CPA market serves a diverse, tax-friendly state with no personal income tax. The Florida Board of Accountancy requires 150 semester hours for licensure. CPAs must complete 80 hours of continuing professional education every two years, including 4 hours of ethics, 8 hours in accounting subjects, and 4 hours in technology.

Key Tax Considerations: Florida has no state income tax, making it attractive for high-income individuals and retirees. CPAs focus on federal tax compliance, sales and use tax, tangible personal property tax, and estate planning to preserve the no-income-tax advantage. Multi-state taxation is common for snowbirds and businesses operating in multiple states. The state's retirement population creates significant demand for retirement income planning, Medicare planning, and estate administration.

Industry Specializations: Tourism and hospitality, real estate development and property management, healthcare and senior living, international trade (Miami), aviation and aerospace, financial services, and agriculture are key practice areas. Miami CPAs often specialize in Latin American business and international taxation, while Orlando focuses on tourism and entertainment, and Tampa serves financial services and healthcare.

For CPA Professionals: The Florida Institute of CPAs (FICPA) provides extensive resources across the large state. Major markets include Miami, Tampa, Orlando, Jacksonville, and Fort Lauderdale, with growing opportunities in Naples, Sarasota, and the Treasure Coast. Competition is strong in metro areas, but the continued population influx creates expanding opportunities. The no-income-tax environment attracts both clients and CPA professionals seeking tax advantages and lifestyle benefits.