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Belmont
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Belmont
Showing 81 to 83 of 83 CPAs in Belmont, Massachusetts
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Rebecca M. Cottam
Certified Public Accountant
Verified Licensed
Location Belmont, Massachusetts 02478
Based in Belmont, Massachusetts, Rebecca M. Cottam has over 15 years of experience as a certified public accountant, providing expert financial guidance to entrepreneurs and startup businesses, as well as individuals and families. Her areas of specialization include basic accounting services, financial planning, and business tax services, which are integral to supporting the long-term financial health of her clients. Rebecca's services encompass general accounting and advisory, tax planning and consulting, allowing her to address the complex financial needs of her clients and help them make informed business decisions.
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Chaitali M. Roy
Certified Public Accountant
Verified Licensed
Location Belmont, Massachusetts 02478
Based in Belmont, Massachusetts, Chaitali M. Roy is a seasoned accounting professional with expertise in serving various business structures, including S-Corps, partnerships, and LLCs. Her services encompass sales tax compliance, payroll processing and compliance, as well as a range of tax services, including individual and business tax services. With over [number of years] years of experience, Roy has developed a special focus on providing basic accounting services that cater to entrepreneurs and startups, supporting their growth and financial stability.
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Jeffrey P. Lucas
Certified Public Accountant
Verified Licensed
Location Belmont, Massachusetts 02478
Based in Belmont, Massachusetts, Jeffrey P. Lucas has over 25 years of experience in providing accounting and tax services to family-owned enterprises and entrepreneurs. With expertise in basic accounting services, tax compliance, and business tax services, he advises clients on optimizing their financial strategies and navigating complex tax regulations. As a seasoned tax professional, Lucas represents clients before the IRS and ensures sales tax compliance, helping entrepreneurs and small business owners avoid costly penalties and audits.

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.