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Gloucester
Filter Results
Gloucester
Showing 11 to 20 of 42 CPAs in Gloucester, Massachusetts
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Julie Viola
Certified Public Accountant
Verified Licensed
Location Gloucester, Massachusetts 01930
Based in Gloucester, Massachusetts, Julie Viola is a seasoned accountant with over 15 years of experience in providing expert financial guidance. Her areas of specialization include basic accounting services, small business accounting, and financial planning, catering to various business structures such as S-Corps, partnerships, and LLCs, as well as individuals and families. Julie offers a unique service in financial statement compilation, ensuring accurate and timely reporting for her clients.
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Donna J. Shepard
Certified Public Accountant
Verified Licensed
Location Gloucester, Massachusetts 01930
Donna J. Shepard is a certified public accountant based in Gloucester, Massachusetts. With over 15 years of experience in accounting, she provides a range of services including tax planning and consulting, bookkeeping, and financial statement compilation. Her areas of specialization include basic accounting, business tax services, and tax compliance, making her a valuable resource for family-owned enterprises and individuals seeking financial guidance. Donna's expertise is rooted in her understanding of the unique financial challenges faced by family-owned businesses and individuals.
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David B. Sidon
Certified Public Accountant
Verified Licensed
Location Gloucester, Massachusetts 01930
David B. Sidon is a certified public accountant with 15 years of experience serving clients in Gloucester, Massachusetts. Based on his specializations in basic accounting services, business tax services, and financial planning, he provides tailored guidance to individuals and families, as well as small and medium-sized businesses. Mr. Sidon also represents clients before the IRS, addressing tax concerns and resolving disputes. His expertise encompasses general accounting and advisory services, addressing the diverse needs of his clients. With a strong foundation in accounting principles and tax law, Mr. Sidon helps his clients achieve financial stability and success.
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Jonathan L. Iannacone
Certified Public Accountant
Verified Licensed
Location Gloucester, Massachusetts 01930
Based in Gloucester, Massachusetts, Jonathan L. Iannacone is a certified public accountant with over 20 years of experience in providing tax and accounting services. His expertise lies in tax planning and consulting, as well as sales tax compliance, which are essential components for entrepreneurs and startups, as well as small and medium-sized businesses. As a seasoned professional, Iannacone's services include basic accounting services, small business accounting, and tax compliance, helping clients navigate complex financial regulations and optimize their financial performance. With a deep understanding of industry-specific requirements, he has helped numerous businesses in Massachusetts achieve their financial goals through effective tax planning and compliance strategies.
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Kathryn L. Dykeman
Certified Public Accountant
Verified Licensed
Location Gloucester, Massachusetts 01930
Kathryn L. Dykeman is a certified public accountant with extensive experience in handling accounting needs for various business structures, including S-Corps, partnerships, and LLCs, serving entrepreneurs and startups in Gloucester, Massachusetts. She specializes in providing basic accounting services, business tax services, and small business accounting, ensuring accurate financial records and compliance. As a seasoned practitioner with over 20 years of expertise, Dykeman offers payroll processing and compliance services, ensuring businesses meet all applicable regulations.
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Brian N. Wall
Certified Public Accountant
Verified Licensed
Location Gloucester, Massachusetts 01930
Located in Gloucester, Massachusetts, Brian N. Wall is a certified public accountant with over a decade of experience in tax preparation and accounting services. His areas of specialization include basic accounting services, tax compliance, and business tax services, catering to the needs of small and medium-sized businesses, entrepreneurs, and startups. With expertise in individual and business tax return preparation, tax planning, and consulting, Brian N. Wall provides informed guidance to clients on optimizing their financial outcomes.
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Grace Macan
Certified Public Accountant
Verified Licensed
Location Gloucester, Massachusetts 01931
Based in Gloucester, Massachusetts, Grace Macan provides comprehensive accounting services to small and medium-sized businesses. With over 10 years of experience in the field, she specializes in basic accounting services, small business accounting, and tax compliance, serving a wide range of business structures, including S-Corps, partnerships, and LLCs. Her services include sales tax compliance and tax planning and consulting, helping businesses navigate complex tax laws and regulations.
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Philip E. Chalmers
Certified Public Accountant
Verified Licensed
Location Gloucester, Massachusetts 01930
Philip E. Chalmers is a certified public accountant based in Gloucester, Massachusetts, with over 15 years of experience providing accounting and tax services to small and medium-sized businesses and family-owned enterprises. His expertise includes basic accounting services, individual tax services, and tax compliance for clients in various industries. One notable aspect of his practice is his ability to provide comprehensive tax planning and consulting services, helping clients navigate complex sales tax compliance regulations and optimize their tax strategies.
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Holly M. Cain
Certified Public Accountant
Verified Licensed
Location Gloucester, Massachusetts 01930
Holly M. Cain is a certified public accountant with extensive experience in the field, holding a strong background in tax compliance and financial management. Based in Gloucester, Massachusetts, she serves clients across various sectors, including individuals and families, and entrepreneurs and startups, providing tailored solutions for their specific needs. With over 15 years of experience, her expertise encompasses basic accounting services, tax compliance, and small business accounting, as well as sales tax compliance and IRS representation.
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Francis J. Mccarthy
Certified Public Accountant
Verified Licensed
Location Gloucester, Massachusetts 01930
Based in Gloucester, Massachusetts, Francis J. Mccarthy is a certified public accountant with over 15 years of experience. His practice focuses on providing tax compliance and financial planning services to small and medium-sized businesses, including S-Corps, partnerships, and LLCs. He also helps clients navigate IRS representation, ensuring they receive the most favorable outcomes for their tax-related issues. In addition to individual and business tax return preparation, McCarthy's specialization in basic accounting services enables him to provide comprehensive financial guidance to clients across various industries.

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.