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Harvard
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Harvard
Showing 1 to 10 of 14 CPAs in Harvard, Massachusetts
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James M. Cullinan
Certified Public Accountant
Verified Licensed
Location Harvard, Massachusetts 01451
Based in Harvard, Massachusetts, James M. Cullinan has been providing high-quality accounting services for over 15 years. A certified public accountant, he specializes in general accounting and advisory services, individual and business tax return preparation, and basic accounting services for family-owned enterprises. With expertise spanning individual and business tax services, Jim provides expert guidance and support to individuals and families, as well as family-owned businesses.
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John M. Kenneally
Certified Public Accountant
Verified Licensed
Location Harvard, Massachusetts 01451
Based in Harvard, Massachusetts, John M. Kenneally brings over 15 years of experience in accounting and advisory services to his clients. His expertise includes general accounting, payroll processing, and compliance, catering to the needs of entrepreneurs and startups, as well as various business structures such as S-Corps, partnerships, and LLCs. John specializes in providing basic accounting services, business tax services, and small business accounting, helping clients navigate the complexities of their financial operations.
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Min He Middelkoop
Certified Public Accountant
Verified Licensed
Location Harvard, Massachusetts 01451
Located in Harvard, Massachusetts, Min He Middelkoop is a seasoned accountant with over 10 years of experience providing expert financial services to entrepreneurs and startups. With a specialization in basic accounting services, tax compliance, and business tax services, Middelkoop's expertise encompasses payroll processing and compliance as well as sales tax compliance. Her clients range from small businesses to medium-sized companies, for whom she delivers tailored accounting solutions and support.
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Janet R. Stokes
Certified Public Accountant
Verified Licensed
Location Harvard, Massachusetts 01451
Based in Harvard, Massachusetts, Janet R. Stokes provides accounting and tax services to individuals and businesses across various structures. With over 15 years of experience in the field, she specializes in basic accounting, financial planning, and tax compliance, helping clients navigate complex financial situations. Her expertise extends to tax return preparation, tax planning, and consulting, serving individuals and families, as well as various business structures, including S-Corps, partnerships, and LLCs.
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David B. Alexander
Certified Public Accountant
Verified Licensed
Location Harvard, Massachusetts 01451
Based in Harvard, Massachusetts, David B. Alexander is a certified public accountant with over 15 years of experience in providing expert financial services. His areas of specialization include basic accounting services, business tax services, and small business accounting, allowing him to cater to various business structures, such as S-corporations, partnerships, and LLCs, as well as entrepreneurs and startups. Specifically, Alexander offers tax planning and consulting services, guiding clients in optimizing their financial strategies and achieving compliance with relevant regulations.
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Paul J. Sowizral
Certified Public Accountant
Verified Licensed
Location Harvard, Massachusetts 01451
Based in Harvard, Massachusetts, Paul J. Sowizral serves clients with diverse financial needs, providing expert guidance in basic accounting services, business tax services, and financial planning. With over decades of experience, he advises businesses and individuals on tax compliance, including retirement account tax reporting and sales tax compliance. Specializing in services for various business structures, such as S-Corps, partnerships, and LLCs, as well as family-owned enterprises, Paul helps his clients navigate complex financial situations.
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John T. Mckenna
Certified Public Accountant
Verified Licensed
Location Harvard, Massachusetts 01451
Based in Harvard, Massachusetts, John T. Mckenna has been providing accounting services for over 15 years, primarily serving entrepreneurs and startups, as well as family-owned enterprises. His expertise includes basic accounting services, business tax services, and small business accounting, with a focus on ensuring tax compliance and accurate financial reporting. Mckenna's experience extends to general accounting and advisory services, including sales tax compliance, to help businesses navigate complex financial regulations.
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Kristine M. Oneil
Certified Public Accountant
Verified Licensed
Location Harvard, Massachusetts 01451
Based in Harvard, Massachusetts, Kristine M. Oneil has over a decade of experience as a certified public accountant, providing accounting and tax services to various business structures, including S-Corps, partnerships, and LLCs. Her expertise includes basic accounting services, business tax services, and small business accounting, catering to the needs of entrepreneurs and startups, as well as other business entities. Additionally, Kristine's practice also focuses on tax planning and consulting, including IRS representation for individuals and businesses facing tax issues, helping to resolve complex tax problems and minimize tax liabilities.
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Karin J. Lagerlund
Certified Public Accountant
Verified Licensed
Location Harvard, Massachusetts 01451
Karin J. Lagerlund is a certified public accountant based in Harvard, Massachusetts, with over 20 years of experience in accounting and taxation. She specializes in providing comprehensive financial planning and accounting services to various business structures, including S-Corps, partnerships, and LLCs, as well as to individuals and families. Her services encompass payroll processing and compliance, bookkeeping, and financial statement compilation, supporting the diverse needs of her clients.
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James L. Ware
Certified Public Accountant
Verified Licensed
Location Harvard, Massachusetts 01451
James L. Ware, a certified public accountant, has been serving the Harvard, Massachusetts community since 2005. With extensive experience in tax planning and compliance, he offers specialized services in individual and business tax preparation, including retirement account tax reporting and sales tax compliance. His areas of expertise encompass basic accounting services, business tax services, and individual tax services, catering to a diverse range of industries, including various business structures such as S-Corps, partnerships, and LLCs, as well as family-owned enterprises.

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.