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Belmont
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Belmont
Showing 11 to 20 of 83 CPAs in Belmont, Massachusetts
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Paul T. Oreilly
Certified Public Accountant
Verified Licensed
Location Belmont, Massachusetts 02478
Based in Belmont, Massachusetts, Paul T. Oreilly has over 15 years of experience as a certified public accountant. He specializes in providing basic accounting services, small business accounting, and individual tax services to family-owned enterprises and small and medium-sized businesses. Paul's expertise also extends to representing clients before the Internal Revenue Service, particularly in matters related to individual and business tax return preparation.
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Costanzo D. Fustolo
Certified Public Accountant
Verified Licensed
Location Belmont, Massachusetts 02478
Costanzo D. Fustolo, a resident of Belmont, Massachusetts, has been providing accounting services for over 15 years. Mr. Fustolo specializes in providing Basic Accounting Services, Small Business Accounting, and Business Tax Services to Small and Medium-Sized Businesses, as well as Family-Owned Enterprises. His expertise includes Tax Planning & Consulting and Individual & Business Tax Return Preparation.
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James F. Pickette
Certified Public Accountant
Verified Licensed
Location Belmont, Massachusetts 02478
James F. Pickette is a certified public accountant based in Belmont, Massachusetts. With over 15 years of experience, he provides expert guidance on general accounting and advisory services to small and medium-sized businesses, as well as family-owned enterprises. He specializes in providing basic accounting services, financial planning, and tax compliance, with a notable focus on retirement account tax reporting.
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Edward H. Pendergast
Certified Public Accountant
Verified Licensed
Location Belmont, Massachusetts 02478
Based in Belmont, Massachusetts, Edward H. Pendergast has over 15 years of experience in providing accounting and taxation services. His areas of specialization include basic accounting services, business tax services, and individual tax services, catering to the needs of individuals and families, as well as family-owned enterprises. Pendergast's services encompass sales tax compliance, bookkeeping, and financial statement compilation, helping clients navigate complex financial requirements. With a focus on providing accurate and reliable financial guidance, Edward H. Pendergast is committed to meeting the diverse needs of his clients.
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Daniella G. Beckman
Certified Public Accountant
Verified Licensed
Location Belmont, Massachusetts 02478
Daniella G. Beckman is a certified public accountant based in Belmont, Massachusetts, with over 15 years of experience in providing accounting and tax services. She specializes in basic accounting services, individual tax services, and business tax services, including S-Corps, partnerships, and limited liability companies. Her expertise extends to IRS representation and sales tax compliance, helping various business structures and family-owned enterprises navigate complex tax regulations.
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Paul J. Looney
Certified Public Accountant
Verified Licensed
Location Belmont, Massachusetts 02478
Paul J. Looney is a certified public accountant with over 15 years of experience serving clients in Belmont, Massachusetts. He provides comprehensive tax preparation services to individuals and businesses, including individual and business tax return preparation, tax planning, and consulting. A certified public accountant with expertise in basic accounting services, financial planning, and individual tax services, Looney also serves industries such as individuals and families, as well as various business structures, including S-Corps, partnerships, and LLCs.
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Luiz G. Dias
Certified Public Accountant
Verified Licensed
Location Belmont, Massachusetts 02478
Luiz G. Dias is a licensed CPA based in Belmont, Massachusetts, with extensive experience in public accounting exceeding two decades. His practice focuses on providing comprehensive accounting and tax services to family-owned enterprises and various business structures, including S-Corps, partnerships, and LLCs. As a seasoned accounting professional, Luiz offers expertise in bookkeeping and financial statement compilation, as well as payroll processing and compliance. His specializations include basic accounting services, business tax services, and individual tax services, providing clients with tailored solutions to meet their specific needs.
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Shauna T. Bernard
Certified Public Accountant
Verified Licensed
Location Belmont, Massachusetts 02478
Prioritizing tax compliance and financial planning, Shauna T. Bernard provides accounting services to individuals and families in Belmont, Massachusetts. With over 18 years of experience, Bernard specializes in offering basic accounting services, tax compliance, and financial planning for small and medium-sized businesses. Her expertise also extends to preparing individual and business tax returns, including complex retirement account tax reporting, ensuring accurate and timely submissions.
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Lisa M. Naughton
Certified Public Accountant
Verified Licensed
Location Belmont, Massachusetts 02478
Lisa M. Naughton is a certified public accountant based in Belmont, Massachusetts, with over 15 years of experience in providing accounting and tax services to various business structures, including S-Corps, partnerships, and LLCs. Her areas of specialization include basic accounting services, business tax services, and tax compliance, with a focus on ensuring companies meet their tax obligations and maintain accurate financial records. In addition to her core services, Naughton also assists with payroll processing and compliance, as well as sales tax compliance, helping entrepreneurs and startups navigate complex regulatory requirements.
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Jeffrey D. Cronin
Certified Public Accountant
Verified Licensed
Location Belmont, Massachusetts 02478
Located in Belmont, Massachusetts, Jeffrey D. Cronin offers specialized accounting services to a diverse clientele. A seasoned accountant with years of experience, he provides tax planning and consulting services, ensuring his clients are in compliance with sales tax regulations. Serving individuals and families, as well as various business structures including S-Corps, partnerships, and LLCs, Cronin's expertise encompasses basic accounting services, individual tax services, and business tax services. His extensive knowledge in tax law enables him to provide tailored advice and solutions, addressing the specific needs of his clients.

Massachusetts's prominent CPA market serves a highly educated, innovation-driven economy with strong financial services and technology sectors. The Massachusetts Board of Public Accountancy requires 150 semester hours for licensure. CPAs must complete 80 hours of continuing professional education every two years, including 4 hours of ethics and 16 hours in accounting or auditing subjects.

Key Tax Considerations: Massachusetts has a flat 5% income tax on most income (9% on short-term capital gains) and complex corporate tax structure. CPAs commonly handle state tax compliance, local property tax issues, multi-state taxation for businesses with operations beyond Massachusetts, and sophisticated estate planning for high-net-worth individuals. The concentration of venture-backed startups creates strong demand for stock option taxation, qualified small business stock (QSBS) planning, and 83(b) election guidance.

Industry Specializations: Biotechnology and life sciences, technology and software, financial services and asset management, healthcare systems, higher education, professional services, and venture capital are primary focus areas. Boston CPAs often specialize in startup equity compensation, biotech R&D tax credits, venture capital fund accounting, or serving the needs of university endowments and research institutions.

For CPA Professionals: The Massachusetts Society of CPAs provides robust resources, particularly in the Greater Boston area. Boston offers big-city opportunities with concentration of national firms and specialized boutiques serving innovative industries. Worcester, Springfield, and Cape Cod provide alternatives with lower costs. The state's highly educated workforce, prestigious universities, and innovation economy create dynamic practice opportunities, though high cost of living and competitive market require strong differentiation.