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Cotuit
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Cotuit
Showing 1 to 9 of 9 CPAs in Cotuit, Massachusetts
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M. Mckindsey
Certified Public Accountant
Verified Licensed
Location Cotuit, Massachusetts 02635
M. Mckindsey is a certified public accountant based in Cotuit, Massachusetts, with over 15 years of experience serving the accounting needs of clients in the region. Providing individual and business tax return preparation services, as well as basic accounting services, to family-owned enterprises and various business structures, including S-corps, partnerships, and LLCs. Additionally, Mckindsey offers IRS representation to help clients navigate complex tax issues and resolve disputes.
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Gerard P. Williams
Certified Public Accountant
Verified Licensed
Location Cotuit, Massachusetts 02635
Based in Cotuit, Massachusetts, Gerard P. Williams is a certified public accountant with over a decade of experience providing accounting services to individuals and businesses. His specialization includes basic accounting services, individual tax services, and financial planning, catering to various business structures such as S-Corps, partnerships, and LLCs, as well as entrepreneurs and startups. Mr. Williams prepares individual and business tax returns, offering general accounting and advisory services to clients.
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John E. Dixey
Certified Public Accountant
Verified Licensed
Location Cotuit, Massachusetts 02635
Based in Cotuit, Massachusetts, John E. Dixey provides expert accounting services to entrepreneurs and family-owned enterprises. With over years of experience, John specializes in tax compliance and preparation, including retirement account tax reporting. His services encompass basic accounting, individual tax services, and sales tax compliance, offering tailored support to meet the diverse needs of his clients.
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Judith A. Fitzgerald
Certified Public Accountant
Verified Licensed
Location Cotuit, Massachusetts 02635
Certified Public Accountant Judith A. Fitzgerald is based in Cotuit, Massachusetts. With over 10 years of experience in finance and accounting, she provides specialized services to family-owned enterprises and entrepreneurs. Her expertise includes basic accounting services, business tax services, and financial planning, with a focus on individual and business tax return preparation and sales tax compliance.
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John Forbes
Certified Public Accountant
Verified Licensed
Location Cotuit, Massachusetts 02635
Based in Cotuit, Massachusetts, John Forbes has provided accounting services to various clients for over a decade. His expertise includes Basic Accounting Services, Individual Tax Services, and Business Tax Services, catering to Individuals and Families, as well as Small and Medium-Sized Businesses. Notably, Forbes specializes in IRS Representation and Retirement Account Tax Reporting, offering guidance on complex tax matters.
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James L. Pontifex
Certified Public Accountant
Verified Licensed
Location Cotuit, Massachusetts 02635
Certified Public Accountant James L. Pontifex is a practicing accountant based in Cotuit, Massachusetts, with over 15 years of experience providing financial guidance to family-owned enterprises and various business structures. His expertise includes basic accounting services, individual tax services, and small business accounting, catering to the needs of S-Corps, partnerships, and LLCs. Pontifex also specializes in tax planning and consulting, with a focus on retirement account tax reporting, helping clients navigate complex tax laws and regulations.
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Christine E. Oconnor
Certified Public Accountant
Verified Licensed
Location Cotuit, Massachusetts 02635
Based in Cotuit, Massachusetts, Christine E. Oconnor is a certified public accountant (CPA) with extensive experience providing accounting services to various business structures. She specializes in individual and business tax return preparation, as well as payroll processing and compliance, serving small and medium-sized businesses in the region. Her expertise also extends to basic accounting services, financial planning, and tax compliance.
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Marvin I. Lainer
Certified Public Accountant
Verified Licensed
Location Cotuit, Massachusetts 02635
Based in Cotuit, Massachusetts, Marvin I. Lainer is a certified public accountant with extensive experience in accounting and tax services. With over years of experience, he specializes in providing comprehensive financial planning, individual tax services, and basic accounting services to individuals and families. Marvin is also well-equipped to handle complex tax matters, offering IRS representation and tax planning and consulting services to various business structures, including S-Corps, partnerships, and LLCs.
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Andrea J. Scanlon
Certified Public Accountant
Verified Licensed
Location Cotuit, Massachusetts 02635
Based in Cotuit, Massachusetts, Andrea J. Scanlon is a CPA with over 15 years of experience providing comprehensive accounting services to family-owned enterprises and various business structures, including S-Corps, partnerships, and LLCs. Her expertise extends to general accounting and advisory services, as well as bookkeeping and financial statement compilation, catering to the unique needs of small businesses and individuals. With a specialization in basic accounting services, individual tax services, and small business accounting, Andrea J. Scanlon offers valuable guidance on financial planning, budgeting, and tax compliance.

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.