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Everett
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Everett
Showing 11 to 20 of 28 CPAs in Everett, Massachusetts
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David J. Storti
Certified Public Accountant
Verified Licensed
Location Everett, Massachusetts 02149
Located in Everett, Massachusetts, David J. Storti is a certified public accountant with over 15 years of experience in providing accounting and tax services to family-owned enterprises, entrepreneurs, and startups. His areas of specialization include basic accounting services, individual tax services, and tax compliance, helping clients navigate complex financial regulations and optimize their tax strategies. David J. Storti's expertise also extends to general accounting and advisory services, enabling him to provide comprehensive financial guidance to his clients and support their business growth.
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Daniel E. Borecki
Certified Public Accountant
Verified Licensed
Location Everett, Massachusetts 02149
Based in Everett, Massachusetts, Daniel E. Borecki is a certified public accountant with over 15 years of experience providing financial guidance to small and medium-sized businesses. His areas of specialization include basic accounting services, tax compliance, and business tax services, making him a versatile resource for entrepreneurs and startups navigating complex financial landscapes. Daniel's expertise also spans sales tax compliance and retirement account tax reporting, allowing him to address a range of tax-related needs for his clients.
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Joseph D. Cataldo
Certified Public Accountant
Verified Licensed
Location Everett, Massachusetts 02149
Based in Everett, Massachusetts, Joseph D. Cataldo provides accounting services to entrepreneurs and startups, as well as small and medium-sized businesses. With over 15 years of experience, Cataldo specializes in basic accounting services, individual tax services, and small business accounting. He also offers IRS representation and bookkeeping services, including financial statement compilation, to meet the diverse needs of his clients.
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Jeffrey M. Caputi
Certified Public Accountant
Verified Licensed
Location Everett, Massachusetts 02149
Based in Everett, Massachusetts, Jeffrey M. Caputi is a licensed CPA providing specialized accounting and financial services to individuals and families, as well as various business structures including S-Corps, partnerships, and LLCs. With over years of experience, he offers tax planning and consulting services, in addition to retirement account tax reporting and basic accounting services, helping clients navigate complex financial situations. Caputi's areas of specialization include individual tax services and financial planning, allowing him to address the unique needs of his clients across different stages of life and business.
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Jamie Tong-Chow
Certified Public Accountant
Verified Licensed
Location Everett, Massachusetts 02149
Based in Everett, Massachusetts, Jamie Tong-Chow brings over 15 years of experience in providing accounting services to small and medium-sized businesses. Her expertise includes general accounting and advisory services, as well as IRS representation for clients navigating complex tax matters. Tong-Chow specializes in providing basic accounting services, financial planning, and small business accounting, catering to various business structures such as S-Corps, partnerships, and LLCs. With a focus on delivering personalized support to entrepreneurs and business owners, Tong-Chow aims to help clients achieve financial stability and growth.
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Erica L. Thayer
Certified Public Accountant
Verified Licensed
Location Everett, Massachusetts 02149
Based in Everett, Massachusetts, Erica L. Thayer has been a certified public accountant for over a decade, providing expert guidance to entrepreneurs and startups across various business structures. Her specialized services encompass basic accounting, financial planning, and business tax services, helping clients navigate complex financial matters and make informed decisions. With a focus on General Accounting & Advisory and Payroll Processing & Compliance, Erica delivers tailored solutions to meet the unique needs of each business, whether an S-Corp, partnership, or LLC.
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Cynthia S. Fernandes
Certified Public Accountant
Verified Licensed
Location Everett, Massachusetts 02149
Cynthia S. Fernandes is a certified public accountant based in Everett, Massachusetts, with over a decade of experience in providing accounting services to entrepreneurs and startups. Her expertise lies in compiling financial statements, preparing retirement account tax reports, and offering basic accounting services tailored to the needs of small businesses and individuals. Fernandes specializes in financial planning and accounting for various business structures, including S-Corps, partnerships, and LLCs, leveraging her knowledge to help clients navigate complex financial situations.
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Phuong M. Mai
Certified Public Accountant
Verified Licensed
Location Everett, Massachusetts 02149
Phuong M. Mai is a certified public accountant with over 12 years of experience in providing financial guidance to individuals and families, entrepreneurs, and startups in Everett, Massachusetts. Her services encompass payroll processing and compliance, as well as general accounting and advisory functions tailored to meet the unique needs of her clients. Mai specializes in basic accounting services, tax compliance, and individual tax services, offering expert advice and support to help clients navigate complex financial situations.
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Steven M. Marcus
Certified Public Accountant
Verified Licensed
Location Everett, Massachusetts 02149
Located in Everett, Massachusetts, Steven M. Marcus has been providing accounting expertise since 2005. His areas of specialization include basic accounting services, business tax services, and individual tax services, catering to the needs of small and medium-sized businesses and family-owned enterprises. Marcus offers specialized services in sales tax compliance and retirement account tax reporting, ensuring clients meet regulatory requirements and take advantage of available tax credits.
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Kristen M. Cocuzzo
Certified Public Accountant
Verified Licensed
Location Everett, Massachusetts 02149
Based in Everett, Massachusetts, Kristen M. Cocuzzo is a certified public accountant with over 10 years of experience. Her expertise spans basic accounting services, business tax services, and individual tax services, with a focus on serving family-owned enterprises and small and medium-sized businesses. Services offered by Kristen M. Cocuzzo include bookkeeping and financial statement compilation, as well as individual and business tax return preparation.

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.