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Beverly
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Beverly
Showing 91 to 96 of 96 CPAs in Beverly, Massachusetts
CF
Cara F. Callanan
Certified Public Accountant
Verified Licensed
Location Beverly, Massachusetts 01915
Based in Beverly, Massachusetts, Cara F. Callanan provides accounting and tax services to individuals and businesses in the area. With over 15 years of experience as a certified public accountant, she specializes in individual tax services, financial planning, and basic accounting services for small and medium-sized businesses, entrepreneurs, and startups. Her services include individual and business tax return preparation, as well as retirement account tax reporting and planning to ensure compliance with tax laws.
PW
Paul W. Fitzgerald
Certified Public Accountant
Verified Licensed
Location Beverly, Massachusetts 01915
Based in Beverly, Massachusetts, Paul W. Fitzgerald is an experienced certified public accountant offering a range of accounting and tax services to various business structures. With over years of experience, he specializes in providing basic accounting services, individual tax services, and tax compliance expertise to small and medium-sized businesses. His services include sales tax compliance, retirement account tax reporting, and tailored guidance on navigating complex tax laws.
SA
Scott A. Mckenzie
Certified Public Accountant
Verified Licensed
Location Beverly, Massachusetts 01915
Located in Beverly, Massachusetts, Scott A. Mckenzie provides expert accounting services to clients across various business structures, including S-Corps, partnerships, and LLCs, as well as individuals and families. With over 20 years of experience, Mckenzie specializes in basic accounting services, small business accounting, and business tax services, helping his clients navigate complex tax laws and regulations. His services include individual and business tax return preparation, as well as sales tax compliance, ensuring accurate and timely filing of tax documents.
EA
Elizabeth A. Joens
Certified Public Accountant
Verified Licensed
Location Beverly, Massachusetts 01915
Elizabeth A. Joens, a resident of Beverly, Massachusetts, has been providing accounting services for over 15 years. Her areas of specialization include basic accounting services, business tax services, and financial planning, with a particular focus on serving family-owned enterprises and individuals and families. With expertise in general accounting and advisory, as well as sales tax compliance, Joens offers personalized support to help clients manage their financial affairs and stay compliant with tax regulations.
JR
Jody R. King
Certified Public Accountant
Verified Licensed
Location Beverly, Massachusetts 01915
Based in Beverly, Massachusetts, Jody R. King is a certified public accountant with over 12 years of experience in providing accounting services to small and medium-sized businesses. Navigating the complex landscape of financial planning and tax preparation for entrepreneurs and startups, King's expertise encompasses basic accounting services, financial planning, and individual and business tax return preparation. A key aspect of King's practice includes assisting clients with sales tax compliance, ensuring adherence to the latest regulations and minimizing potential liabilities.
MD
Mark D. Rosen
Certified Public Accountant
Verified Licensed
Location Beverly, Massachusetts 01915
Mark D. Rosen, a Beverly, Massachusetts-based CPA, has over 15 years of experience in providing general accounting and advisory services. His areas of specialization include basic accounting services, business tax services, and financial planning, with a focus on entrepreneurs and family-owned enterprises. Rosen also offers IRS representation services, helping clients navigate complex tax issues and resolve disputes with the IRS.

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.