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Charlton
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Charlton
Showing 1 to 10 of 30 CPAs in Charlton, Massachusetts
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John R. Klys
Certified Public Accountant
Verified Licensed
Location Charlton, Massachusetts 01507
Based in Charlton, Massachusetts, John R. Klys is a certified public accountant with over 15 years of experience providing personalized financial guidance to individuals and small businesses. His expertise includes financial planning, individual tax services, and basic accounting services, serving various business structures such as S-Corps, partnerships, and LLCs, in addition to individuals and families. Specific services offered by his practice include retirement account tax reporting and payroll processing and compliance.
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Timothy J. Alden
Certified Public Accountant
Verified Licensed
Location Charlton, Massachusetts 01507
Timothy J. Alden is a certified public accountant serving the Charlton, Massachusetts area. With over 15 years of experience, his professional services cater to individuals and families, as well as small and medium-sized businesses. His areas of specialization include basic accounting services, tax compliance, and financial planning, with expertise in bookkeeping and financial statement compilation.
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Kathleen A. Kelleher
Certified Public Accountant
Verified Licensed
Location Charlton, Massachusetts 01507
Kathleen A. Kelleher practices as a Certified Public Accountant (CPA) in Charlton, Massachusetts, with over 20 years of experience serving small and medium-sized businesses and family-owned enterprises. Her expertise includes tax compliance, business tax services, and basic accounting services, catering to the diverse needs of her clients. Notably, Ms. Kelleher offers IRS representation, providing guidance and support to clients dealing with tax disputes and examinations.
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Tammy M. Grieco
Certified Public Accountant
Verified Licensed
Location Charlton, Massachusetts 01507
Tammy M. Grieco is a certified public accountant based in Charlton, Massachusetts, with over 20 years of experience providing tax planning and consulting services to entrepreneurs and small to medium-sized businesses. Her specialization in individual and business tax services has allowed her to develop a strong understanding of the specific financial needs of her clients. Grieco also offers comprehensive bookkeeping and financial statement compilation services to ensure accurate and timely financial reporting.
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Jacqueline R. Coutu
Certified Public Accountant
Verified Licensed
Location Charlton, Massachusetts 01507
Based in Charlton, Massachusetts, Jacqueline R. Coutu provides comprehensive accounting services to a diverse range of clients, including individuals and various business structures. With over 10 years of experience in the field, her expertise spans basic accounting services, financial planning, and tax compliance, ensuring that her clients' financial needs are accurately addressed. Serving clients across various sectors, she is skilled in bookkeeping and financial statement compilation, as well as payroll processing and compliance, helping businesses maintain their financial integrity.
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Nancy R. Mcanneny
Certified Public Accountant
Verified Licensed
Location Charlton, Massachusetts 01507
Nancy R. Mcanneny, a certified public accountant based in Charlton, Massachusetts, has over 15 years of experience providing expert accounting services to clients across various industries. Her areas of specialization include basic accounting services, small business accounting, and financial planning, making her a valuable resource for family-owned enterprises and small businesses. She offers specialized tax preparation services for individual and business clients, as well as comprehensive tax reporting for retirement accounts.
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Kimberly Lane
Certified Public Accountant
Verified Licensed
Location Charlton, Massachusetts 01507
Mindful of the complex tax environment, Kimberly Lane provides Individual & Business Tax Return Preparation, Tax Planning & Consulting services to clients in Charlton, Massachusetts. With over 15 years of experience in accounting, Kimberly specializes in Basic Accounting Services, Financial Planning, and Small Business Accounting, catering to the needs of Small and Medium-Sized Businesses and Individuals and Families. Her expertise extends to helping clients navigate financial planning and tax preparation, ensuring their financial stability and compliance with tax laws.
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Karen M. Visser
Certified Public Accountant
Verified Licensed
Location Charlton, Massachusetts 01507
Karen M. Visser is a certified public accountant based in Charlton, Massachusetts, with over 15 years of experience in providing expert accounting services. She specializes in general accounting and advisory services, including tax compliance and small business accounting, with a focus on entrepreneurs and startups, as well as individuals and families. Karen's extensive knowledge and experience enable her to deliver personalized solutions to her clients' complex financial needs, including IRS representation and basic accounting services.
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Kevin S. Backus
Certified Public Accountant
Verified Licensed
Location Charlton, Massachusetts 01507
Based in Charlton, Massachusetts, Kevin S. Backus provides expert accounting services to individuals and businesses in the region. With over 10 years of experience in the field, Backus specializes in basic accounting services, small business accounting, and tax compliance, helping clients navigate complex financial regulations. He prepares accurate and timely sales tax compliance statements and individual & business tax return preparations, ensuring clients remain compliant with state and federal tax laws.
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Mary E. Clay
Certified Public Accountant
Verified Licensed
Location Charlton, Massachusetts 01507
Mary E. Clay, a certified public accountant based in Charlton, Massachusetts, has over 15 years of experience providing financial guidance to small and medium-sized businesses, as well as individuals and families. She specializes in basic accounting services, small business accounting, and tax compliance, offering customized advice and support to help clients navigate complex financial regulations. Clay's expertise also includes sales tax compliance, ensuring businesses are in compliance with state and local tax laws and 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.