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Brookline
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Brookline
Showing 141 to 150 of 197 CPAs in Brookline, Massachusetts
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Robert Whitley
Certified Public Accountant
Verified Licensed
Location Brookline, Massachusetts 02446
Based in Brookline, Massachusetts, Robert Whitley is a licensed certified public accountant with over 15 years of experience in providing comprehensive financial guidance to individuals and businesses across a range of industries. He specializes in basic accounting services, individual tax services, and business tax services, including the preparation of financial statements and tax returns for S-Corps, partnerships, and LLCs. As a seasoned practitioner, Whitley also offers IRS representation and bookkeeping services, helping clients navigate complex financial situations and stay compliant with regulatory requirements.
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Michael Lostritto
Certified Public Accountant
Verified Licensed
Location Brookline, Massachusetts 02446
Based in Brookline, Massachusetts, Michael Lostritto brings over 20 years of experience in public accounting to his practice, with a focus on serving the needs of individuals and families, as well as small and medium-sized businesses. Michael's expertise lies in providing comprehensive accounting services, including basic accounting, individual tax preparation, and small business accounting. He is also well-versed in payroll processing and compliance, as well as sales tax compliance, ensuring clients are in full regulatory compliance.
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Gaurav Sood
Certified Public Accountant
Verified Licensed
Location Brookline, Massachusetts 02445
Gaurav Sood is a certified public accountant based in Brookline, Massachusetts, with over 10 years of experience in financial services. He provides a range of services, including payroll processing and compliance, general accounting, and financial planning. Specializing in basic accounting services, small business accounting, and financial planning, Gaurav serves individuals, families, and family-owned enterprises, helping them navigate complex tax laws and financial regulations.
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Ronald S. Silver
Certified Public Accountant
Verified Licensed
Location Brookline, Massachusetts 02446
CPA Ronald S. Silver is based in Brookline, Massachusetts, and has served clients in the area for over 15 years. His areas of specialization include basic accounting services, business tax services, and tax compliance, supporting the financial needs of family-owned enterprises and individuals. Silver's services encompass retirement account tax reporting, payroll processing and compliance, ensuring his clients meet their tax obligations efficiently.
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Sheri D. Westerman
Certified Public Accountant
Verified Licensed
Location Brookline, Massachusetts 02446
Sheri D. Westerman is a certified public accountant based in Brookline, Massachusetts, with over 20 years of experience providing accounting services to entrepreneurs and startups. Her practice focuses on supporting various business structures, including S-Corps, partnerships, and LLCs, with expertise in basic accounting services, business tax services, and small business accounting. She represents clients in IRS matters and prepares bookkeeping and financial statement compilations for businesses in need of accurate financial reporting.
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Kristen L. Truglio
Certified Public Accountant
Verified Licensed
Location Brookline, Massachusetts 02446
Kristen L. Truglio is a certified public accountant based in Brookline, Massachusetts. With over 10 years of experience, she specializes in providing bookkeeping and financial statement compilation services to small and medium-sized businesses as well as individual tax planning and consulting. Her focus areas include basic accounting services, tax compliance, and individual tax services, catering to the needs of both businesses and individuals and families. Truglio's expertise also extends to tax planning and consulting, helping clients navigate complex tax laws and regulations.
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Erica G. Lennox
Certified Public Accountant
Verified Licensed
Location Brookline, Massachusetts 02445
With over 15 years of experience, Erica G. Lennox provides expert tax and accounting guidance to clients in Brookline, Massachusetts, and surrounding areas. Her specializations in basic accounting services, business tax services, and individual tax services cater to the diverse needs of family-owned enterprises and individuals and families. Notably, she offers IRS representation services, helping clients navigate complex tax issues and ensuring compliance with tax laws. With a deep understanding of tax regulations and accounting principles, Erica G. Lennox provides comprehensive tax reporting for retirement accounts, ensuring clients meet their tax obligations.
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Carolyn Gaines
Certified Public Accountant
Verified Licensed
Location Brookline, Massachusetts 02446
Based in Brookline, Massachusetts, Carolyn Gaines brings more than 15 years of experience to her role as a certified public accountant. Carolyn Gaines specializes in providing general accounting and advisory services, individual and business tax return preparation, and financial planning to small and medium-sized businesses, entrepreneurs, and startups. Her expertise encompasses basic accounting services, financial planning, and small business accounting, allowing her to cater to a diverse range of clients across various industries.
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Sandra K. Davidson
Certified Public Accountant
Verified Licensed
Location Brookline, Massachusetts 02445
Sandra K. Davidson is a certified public accountant (CPA) with over 15 years of experience, serving individuals and families, as well as small and medium-sized businesses in the Brookline, Massachusetts area. Her expertise includes tax planning and consulting, as well as individual and business tax return preparation, to help clients navigate complex financial situations and optimize their tax positions. With a strong focus on basic accounting services, business tax services, and financial planning, Sandra provides comprehensive support to clients across various industries.
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Irving Callan
Certified Public Accountant
Verified Licensed
Location Brookline, Massachusetts 02446
Brookline, Massachusetts-based CPA Irving Callan brings over 15 years of experience in accounting to his clients, specializing in basic accounting services, financial planning, and tax compliance. His professional expertise encompasses various business structures, including S-Corps, partnerships, and LLCs, serving small and medium-sized businesses across diverse industries. Mr. Callan's service offerings include tax planning and consulting, as well as bookkeeping and financial statement compilation, providing comprehensive support to meet the unique needs of each client.

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.