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Holden
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Holden
Showing 41 to 48 of 48 CPAs in Holden, Massachusetts
RM
Robert M. Valentine
Certified Public Accountant
Verified Licensed
Location Holden, Massachusetts 01520
Based in Holden, Massachusetts, Robert M. Valentine provides tax preparation services to a variety of business structures, including S-Corps, partnerships, and LLCs. With over [number] years of experience, Mr. Valentine specializes in business tax services, basic accounting, and tax compliance for small to medium-sized businesses. He also offers sales tax compliance and individual tax return preparation services to meet the diverse needs of his clients.
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Richard E. Loftus
Certified Public Accountant
Verified Licensed
Location Holden, Massachusetts 01520
Located in Holden, Massachusetts, Richard E. Loftus provides accounting services to small and medium-sized businesses in various structures, including S-Corps, partnerships, and LLCs. With over 30 years of experience, Loftus specializes in basic accounting services, small business accounting, and individual tax services, serving the financial needs of diverse clients. His services include bookkeeping and financial statement compilation, as well as individual and business tax return preparation, ensuring clients' financial records are accurate and compliant with regulations.
PA
Patricia A. Lynch
Certified Public Accountant
Verified Licensed
Location Holden, Massachusetts 01520
Patricia A. Lynch is a certified public accountant (CPA) based in Holden, Massachusetts, with more than 15 years of experience in general accounting and advisory services. Her professional specialization includes basic accounting services, business tax services, and individual tax services, catering to individuals and families, as well as small and medium-sized businesses. Lynch's expertise in payroll processing and compliance is also a valuable asset to her clients, ensuring accurate and timely payments and adherence to relevant regulations.
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Mary L. Rodziewicz
Certified Public Accountant
Verified Licensed
Location Holden, Massachusetts 01520
Mary L. Rodziewicz is a certified public accountant based in Holden, Massachusetts. With over 20 years of experience in accounting and taxation, she provides expertise in basic accounting services, small business accounting, and individual tax services. Her services include retirement account tax reporting and tax planning and consulting, catering to individuals and families, as well as small and medium-sized businesses.
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Jeffrey C. Swanberg
Certified Public Accountant
Verified Licensed
Location Holden, Massachusetts 01520
Jeffrey C. Swanberg is a certified public accountant based in Holden, Massachusetts, with over 15 years of experience in providing financial guidance to individuals and small businesses. His areas of specialization include basic accounting services, individual tax services, and small business accounting, helping clients navigate complex financial situations and optimize their business operations. Jeffrey's expertise also extends to sales tax compliance and IRS representation, ensuring that clients are in compliance with all relevant tax laws and regulations.
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Mark R. Stanhope
Certified Public Accountant
Verified Licensed
Location Holden, Massachusetts 01520
Located in Holden, Massachusetts, Mark R. Stanhope provides accounting services to individuals and families, as well as businesses of various structures, including S-corps, partnerships, and LLCs. With years of experience, Stanhope offers expertise in basic accounting services, individual tax services, and business tax services. His services include payroll processing and compliance, and sales tax compliance, helping clients navigate complex financial regulations. Stanhope's experience spans multiple industries, providing tailored solutions to meet the unique needs of his clients.
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Douglas E. Moisan
Certified Public Accountant
Verified Licensed
Location Holden, Massachusetts 01520
Based in Holden, Massachusetts, Douglas E. Moisan brings over 20 years of experience in accounting and financial management to his clients. As a certified public accountant, he specializes in serving family-owned enterprises and individuals, providing a range of services including sales tax compliance and bookkeeping. His expertise also encompasses basic accounting services, financial planning, and tax compliance, with a focus on delivering accurate and timely financial statements. With a deep understanding of the unique needs of his clients, Moisan offers tailored advice and guidance to help them achieve their financial goals.
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Patrick S. Bullis
Certified Public Accountant
Verified Licensed
Location Holden, Massachusetts 01520
Based in Holden, Massachusetts, Patrick S. Bullis provides accounting services to individuals and families, as well as entrepreneurs and startups, in the Boston area. With over 20 years of experience, he focuses primarily on basic accounting services, business tax services, and small business accounting, utilizing his expertise to help clients navigate complex tax regulations and financial reporting requirements. His services include retirement account tax reporting, bookkeeping, and financial statement compilation, ensuring his clients have all necessary documents and records in order.

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.