Filter Results
Holliston
Filter Results
Holliston
Showing 1 to 10 of 66 CPAs in Holliston, Massachusetts
AL
Amy L. Garbarino
Certified Public Accountant
Verified Licensed
Location Holliston, Massachusetts 01746
Amy L. Garbarino is a certified public accountant (CPA) based in Holliston, Massachusetts, offering her expertise to small and medium-sized businesses, entrepreneurs, and startups in the region. With over 10 years of experience, she specializes in providing basic accounting services, ensuring tax compliance, and offering general accounting and advisory services to her clients. Garbarino's services include specialized tax reporting for retirement accounts, a valuable resource for individuals and businesses navigating complex tax regulations.
BS
Barbara S. Wilfand
Certified Public Accountant
Verified Licensed
Location Holliston, Massachusetts 01746
With over 15 years of experience in accounting, Barbara S. Wilfand provides bookkeeping and financial statement compilation services to businesses in Massachusetts. Based in Holliston, Wilfand specializes in tax planning and consulting for various business structures including S-Corps, partnerships, and LLCs. Her expertise also extends to tax compliance and small business accounting, serving family-owned enterprises with diverse financial needs.
VA
Valerie A. Ogilvie
Certified Public Accountant
Verified Licensed
Location Holliston, Massachusetts 01746
Based in Holliston, Massachusetts, Valerie A. Ogilvie provides a full spectrum of accounting services to entrepreneurs and startups, individuals and families. With over 15 years of experience, Valerie specializes in tax planning and consulting, offering expert guidance on financial planning and small business accounting. She also provides payroll processing and compliance services, ensuring accurate and timely payments for her clients.
EA
Edward A. Zanchi
Certified Public Accountant
Verified Licensed
Location Holliston, Massachusetts 01746
Edward A. Zanchi, a seasoned accountant with over 15 years of experience, specializes in providing comprehensive financial guidance to entrepreneurs and startups in Holliston, Massachusetts. His expertise includes individual and business tax return preparation, as well as bookkeeping and financial statement compilation services tailored to various business structures, such as S-Corps, partnerships, and LLCs. Zanchi's expertise in basic accounting services, small business accounting, and business tax services enables him to address the diverse financial needs of his clients across multiple industries.
TJ
Thomas J. Dumas
Certified Public Accountant
Verified Licensed
Location Holliston, Massachusetts 01746
Located in Holliston, Massachusetts, Thomas J. Dumas is a certified public accountant with extensive experience in serving small and medium-sized businesses, entrepreneurs, and startups. With over 5 years of experience, Dumas provides expert bookkeeping and financial statement compilation services, ensuring accurate financial records and compliance with regulatory requirements. As a seasoned specialist in individual tax services, Dumas also offers comprehensive financial planning tailored to meet the unique needs of his clients, addressing their financial goals and objectives. His additional expertise in sales tax compliance ensures seamless compliance with relevant laws and regulations, allowing businesses to focus on core operations.
SL
Steven L. Friedman
Certified Public Accountant
Verified Licensed
Location Holliston, Massachusetts 01746
Located in Holliston, Massachusetts, Steven L. Friedman provides accounting and tax services to small and medium-sized businesses, as well as family-owned enterprises. With over 20 years of experience in the field, Friedman focuses on basic accounting services, including financial planning and tax compliance. He offers specialized services such as bookkeeping and financial statement compilation, as well as sales tax compliance, ensuring clients remain compliant with state and federal regulations.
EP
Elise P. Sanford
Certified Public Accountant
Verified Licensed
Location Holliston, Massachusetts 01746
Elise P. Sanford is a certified public accountant (CPA) based in Holliston, Massachusetts, with over 15 years of experience. Her areas of specialization include basic accounting services, tax compliance, and financial planning for small and medium-sized businesses and family-owned enterprises. In addition to general accounting and advisory services, Elise offers payroll processing and compliance assistance to ensure timely and accurate payments.
JS
Jeremy S. Cordon
Certified Public Accountant
Verified Licensed
Location Holliston, Massachusetts 01746
Hailing from Holliston, Massachusetts, Jeremy S. Cordon is a certified public accountant (CPA) with extensive experience in providing financial expertise. With over a decade of experience in the field, he specializes in offering basic accounting services, business tax services, and small business accounting to his clients. His areas of expertise include retirement account tax reporting, bookkeeping, and financial statement compilation, catering to the diverse needs of family-owned enterprises and entrepreneurs. With a strong understanding of the financial regulations and tax laws, Jeremy S. Cordon is well-equipped to handle the unique needs of startups and small businesses.
S
Samuel Blackmore
Certified Public Accountant
Verified Licensed
Location Holliston, Massachusetts 01746
Based in Holliston, Massachusetts, Samuel Blackmore is a certified public accountant with over a decade of experience in providing financial services to individuals and businesses. His specialties include basic accounting services, tax compliance, and small business accounting, serving a range of clients such as individuals and families, and small and medium-sized businesses. Samuel Blackmore offers services including individual and business tax return preparation, as well as payroll processing and compliance, helping his clients navigate complex financial regulations and obligations.
JO
John O. Lamb
Certified Public Accountant
Verified Licensed
Location Holliston, Massachusetts 01746
Located in Holliston, Massachusetts, John O. Lamb has over 20 years of experience in providing accounting services to family-owned enterprises and entrepreneurs. His specialization in basic accounting services, individual tax services, and small business accounting has allowed him to cater to the diverse needs of his clients. As a general accounting and advisory expert, John O. Lamb provides comprehensive tax planning and consulting services, helping his clients navigate complex financial situations and make informed decisions.

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.