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Beverly
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Beverly
Showing 21 to 30 of 96 CPAs in Beverly, Massachusetts
RM
Rebecca M. Welnak
Certified Public Accountant
Verified Licensed
Location Beverly, Massachusetts 01915
Rebecca M. Welnak is a certified public accountant with over 15 years of experience serving clients in Beverly, Massachusetts, and surrounding areas. Her practice focuses on providing comprehensive financial solutions, including basic accounting services, financial planning, and individual tax services, as well as sales tax compliance and IRS representation. With expertise in serving a diverse range of clients, from individuals and families to various business structures such as S-Corps, partnerships, and LLCs, Rebecca helps her clients navigate complex financial situations and achieve their goals.
CR
Connie R. Woodworth
Certified Public Accountant
Verified Licensed
Location Beverly, Massachusetts 01915
Located in Beverly, Massachusetts, Connie R. Woodworth is a seasoned accounting professional with over years of experience in the industry. Her expertise lies in providing tax compliance and small business accounting services, catering to a diverse range of clients including family-owned enterprises and various business structures such as S-Corps, partnerships, and LLCs. With a strong focus on tax planning and consulting, as well as IRS representation, Connie helps clients navigate complex financial situations and achieve their goals.
VJ
Vincent J. Occhino
Certified Public Accountant
Verified Licensed
Location Beverly, Massachusetts 01915
Vincent J. Occhino is a certified public accountant with his principal office in Beverly, Massachusetts. With over 15 years of experience, he provides bookkeeping and financial statement compilation services to various business structures, including S-Corps, partnerships, and LLCs. His specialization in basic accounting services and business tax services allows him to effectively support family-owned enterprises and other small to medium-sized businesses, in addition to offering payroll processing and compliance assistance.
KM
Kevin M. Mackenzie
Certified Public Accountant
Verified Licensed
Location Beverly, Massachusetts 01915
Based in Beverly, Massachusetts, Kevin M. Mackenzie is an experienced accountant with over twenty years of experience providing financial guidance to a diverse range of clients. With a specialization in Basic Accounting Services, Small Business Accounting, and Financial Planning, he offers tailored solutions to meet the unique needs of his clients. His services include tax planning and consulting, as well as retirement account tax reporting, allowing individuals and businesses to navigate complex financial regulations with confidence. Kevin serves a variety of business structures, including S-Corps, Partnerships, and LLCs, as well as family-owned enterprises, providing expert financial planning and accounting services to each.
JA
Julie A. Henehan
Certified Public Accountant
Verified Licensed
Location Beverly, Massachusetts 01915
Julie A. Henehan is a certified public accountant based in Beverly, Massachusetts, with over 15 years of experience in providing accounting and tax services to small and medium-sized businesses, entrepreneurs, and startups. She specializes in basic accounting services, tax compliance, and business tax services, helping clients navigate complex financial regulations and ensure accurate tax reporting. Henehan's expertise also extends to IRS representation, assisting clients with tax disputes and audits, and retirement account tax reporting, ensuring that individuals and businesses comply with tax laws and regulations.
DA
Derek A. Smith
Certified Public Accountant
Verified Licensed
Location Beverly, Massachusetts 01915
Derek A. Smith, a certified public accountant based in Beverly, Massachusetts, has been providing financial guidance to entrepreneurs and startups since 2008. With specialization in basic accounting services, individual tax services, and business tax services, Smith helps clients navigate complex tax laws and regulations. His expertise extends to payroll processing and compliance, ensuring that businesses meet their tax obligations and maintain accurate financial records.
BC
Beau C. Bonfanti
Certified Public Accountant
Verified Licensed
Location Beverly, Massachusetts 01915
Based in Beverly, Massachusetts, Beau C. Bonfanti is a certified public accountant with over 10 years of experience in providing financial guidance to small and medium-sized businesses and family-owned enterprises. His expertise lies in bookkeeping and financial statement compilation, ensuring that clients maintain accurate and up-to-date financial records. Additionally, he provides payroll processing and compliance services to minimize the risk of penalties and fines. With specializations in basic accounting services, individual tax services, and small business accounting, Beau C. Bonfanti offers tailored solutions to meet the unique needs of each client, whether it's managing cash flow or navigating tax laws.
SB
Stephen B. Sadoski
Certified Public Accountant
Verified Licensed
Location Beverly, Massachusetts 01915
Stephen B. Sadoski is a certified public accountant based in Beverly, Massachusetts, with over 20 years of experience in the field. He specializes in providing general accounting and advisory services, including sales tax compliance, to a diverse range of clients, from S-Corps and partnerships to family-owned enterprises and LLCs. In addition to his accounting expertise, Sadoski also offers financial planning services, helping small business owners and entrepreneurs achieve their long-term goals and navigate complex financial decisions. By combining his technical knowledge with a deep understanding of his clients' unique needs and challenges, Sadoski delivers tailored solutions that support the financial success and growth of his clients.
WF
William F. Howard
Certified Public Accountant
Verified Licensed
Location Beverly, Massachusetts 01915
Based in Beverly, Massachusetts, William F. Howard is a seasoned professional with over 20 years of experience in accounting and taxation. His expertise encompasses a range of services, including bookkeeping and financial statement compilation, as well as payroll processing and compliance. With a specialization in basic accounting services, individual tax services, and financial planning, Howard helps Small and Medium-Sized Businesses in various business structures navigate complex financial matters, including S-Corps, partnerships, and LLCs.
CA
Charles A. Roop
Certified Public Accountant
Verified Licensed
Location Beverly, Massachusetts 01915
Based in Beverly, Massachusetts, Charles A. Roop is a seasoned certified public accountant with over 20 years of experience serving entrepreneurs and startups, as well as small and medium-sized businesses. His area of specialization includes providing basic accounting services, ensuring tax compliance, and offering guidance on financial planning. Roop's services encompass bookkeeping and financial statement compilation, and he is well-versed in reporting tax obligations for retirement accounts, helping clients navigate complex financial regulations.

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.