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Georgetown
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Georgetown
Showing 11 to 20 of 28 CPAs in Georgetown, Massachusetts
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Brian C. Lavelle
Certified Public Accountant
Verified Licensed
Location Georgetown, Massachusetts 01833
Based in Georgetown, Massachusetts, Brian C. Lavelle has been providing accounting services to clients for over 15 years. With expertise in basic accounting services, small business accounting, and individual tax services, he serves a range of clients, including family-owned enterprises and individuals and families. His specialties include Payroll Processing & Compliance, allowing businesses to maintain accurate and up-to-date records, and Retirement Account Tax Reporting, helping individuals navigate complex tax requirements during retirement.
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James J. Giusti
Certified Public Accountant
Verified Licensed
Location Georgetown, Massachusetts 01833
Georgetown, Massachusetts-based certified public accountant (CPA) James J. Giusti has over 15 years of experience in providing accounting services to various business structures, including S-Corps, partnerships, and LLCs. His expertise also extends to serving individuals and families, offering personalized financial planning and tax compliance solutions. Giusti provides a range of services, including payroll processing and compliance, as well as retirement account tax reporting, ensuring clients meet their tax obligations and stay compliant with regulations. With a specialization in basic accounting services, tax compliance, and financial planning, Giusti guides clients in achieving their financial goals and navigating complex tax laws.
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Jeremy E. Berg
Certified Public Accountant
Verified Licensed
Location Georgetown, Massachusetts 01833
Based in Georgetown, Massachusetts, Jeremy E. Berg is a certified public accountant with over 10 years of experience providing financial guidance to individuals and families. He specializes in basic accounting services, including financial planning, and is well-versed in tax compliance, particularly in sales tax and retirement account reporting. Berg serves a diverse range of clients, including small and medium-sized businesses, and is dedicated to delivering accurate and timely financial information.
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James S. Ellison
Certified Public Accountant
Verified Licensed
Location Georgetown, Massachusetts 01833
Based in Georgetown, Massachusetts, James S. Ellison is a certified public accountant with extensive experience in basic accounting services, business tax services, and individual tax services. He has been providing bookkeeping and financial statement compilation services, as well as general accounting and advisory services, to individuals and families, as well as various business structures such as S-Corps, partnerships, and LLCs, since 2005. With a strong focus on compliance and strategy, Ellison works closely with his clients to address their unique accounting needs and provide tailored guidance on tax planning and regulatory matters.
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Theresa Mitchell
Certified Public Accountant
Verified Licensed
Location Georgetown, Massachusetts 01833
Based in Georgetown, Massachusetts, Theresa Mitchell provides accounting services to individuals and families, as well as entrepreneurs and startups. With over 10 years of experience, Theresa specializes in offering basic accounting services, small business accounting, and financial planning. Her expertise includes payroll processing and compliance, ensuring accurate and timely payments to employees, and representation before the IRS in case of audits or disputes. Theresa maintains a strong focus on understanding the unique financial needs of her clients, offering personalized advice and guidance to help them achieve their goals.
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Diane M. Loehle
Certified Public Accountant
Verified Licensed
Location Georgetown, Massachusetts 01833
Diane M. Loehle is a certified public accountant based in Georgetown, Massachusetts. With over 15 years of experience, she provides general accounting and advisory services to small and medium-sized businesses, including family-owned enterprises, in the region. Her specialization in basic accounting services enables her to effectively handle various financial tasks for her clients, while her expertise in small business accounting allows her to provide tailored advice for long-term growth. Additionally, she represents clients in IRS matters, utilizing her knowledge of tax laws to assist individuals and businesses in resolving tax disputes.
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Peng Guo
Certified Public Accountant
Verified Licensed
Location Georgetown, Massachusetts 01833
Peng Guo is a certified public accountant based in Georgetown, Massachusetts, with over 10 years of experience in providing accounting services. Guo specializes in offering basic accounting services, including financial planning and business tax services, to various business structures such as S-Corps, partnerships, and LLCs, as well as family-owned enterprises in the region. His services also include sales tax compliance and tax planning and consulting, ensuring businesses in Georgetown and surrounding areas meet their financial obligations and maximize tax benefits.
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Robert V. Finneran
Certified Public Accountant
Verified Licensed
Location Georgetown, Massachusetts 01833
Robert V. Finneran is a certified public accountant serving clients in Georgetown, Massachusetts. With over 15 years of experience, he specializes in providing basic accounting services, tax compliance, and individual tax services, catering to a variety of business structures, including S-Corps, partnerships, and LLCs, as well as entrepreneurs and startups. His services include individual and business tax return preparation, bookkeeping, and financial statement compilation, making him a valuable resource for tax and financial needs.
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Lawrence A. Shuman
Certified Public Accountant
Verified Licensed
Location Georgetown, Massachusetts 01833
Based in Georgetown, Massachusetts, Lawrence A. Shuman is a seasoned accounting professional with over 25 years of experience providing financial guidance to various business structures and family-owned enterprises. He specializes in basic accounting services, business tax services, and financial planning, helping clients navigate complex financial situations and achieve their goals. In addition to traditional accounting services, Shuman represents clients in IRS matters and ensures sales tax compliance, providing a comprehensive approach to financial management.
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Robert M. Willis
Certified Public Accountant
Verified Licensed
Location Georgetown, Massachusetts 01833
Based in Georgetown, Massachusetts, Robert M. Willis provides accounting services to individuals and families, as well as family-owned enterprises. With over decades of experience in the field, Willis specializes in offering basic accounting services, small business accounting, and business tax services. His expertise extends to sales tax compliance and payroll processing & compliance, helping clients navigate complex 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.