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Lowell
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Lowell
Showing 11 to 20 of 70 CPAs in Lowell, Massachusetts
LB
Lucia B. Walker
Certified Public Accountant
Verified Licensed
Location Lowell, Massachusetts 01851
Lucia B. Walker is a certified public accountant based in Lowell, Massachusetts with over 15 years of experience. She provides bookkeeping and financial statement compilation services to small businesses and individual clients, ensuring accurate and timely financial records. Walker specializes in basic accounting services, individual tax services, and small business accounting, serving a diverse range of business structures, including S-corps, partnerships, and LLCs. Her expertise includes sales tax compliance and catering to the needs of entrepreneurs and startup companies.
CA
Cheri A. Malomo
Certified Public Accountant
Verified Licensed
Location Lowell, Massachusetts 01850
Cheri A. Malomo is a licensed Certified Public Accountant (CPA) based in Lowell, Massachusetts, with over 15 years of experience serving individuals and family-owned enterprises. Her professional services include individual and business tax return preparation, as well as tax planning and consulting to help clients achieve their financial goals. With a specialization in basic accounting services, financial planning, and small business accounting, Cheri provides personalized guidance to individuals and family-owned businesses in navigating complex financial matters, including financial statement analysis and budgeting.
EM
Erin M. Tobin
Certified Public Accountant
Verified Licensed
Location Lowell, Massachusetts 01854
Erin M. Tobin, a certified public accountant with over 20 years of experience, serves clients in Lowell, Massachusetts, and surrounding areas. Her practice focuses on providing comprehensive financial guidance to small and medium-sized businesses, including S-Corps, partnerships, and LLCs, through her expertise in general accounting and advisory services. Specializing in basic accounting services, financial planning, and business tax services, Tobin offers valuable support to entrepreneurs and business owners with complex financial needs, such as retirement account tax reporting.
TR
Thomas R. Kotarakos
Certified Public Accountant
Verified Licensed
Location Lowell, Massachusetts 01851
With over 15 years of experience serving the community in Lowell, Massachusetts, Thomas R. Kotarakos provides expert accounting services to meet the unique needs of family-owned enterprises and small to medium-sized businesses. His specialization in basic accounting services, tax compliance, and small business accounting enables him to offer tailored solutions for clients navigating complex financial situations. In addition to standard accounting services, Thomas R. Kotarakos also offers IRS representation and tax planning & consulting, helping clients resolve tax disputes and optimize their financial strategies.
WC
William C. Donald
Certified Public Accountant
Verified Licensed
Location Lowell, Massachusetts 01852
Based in Lowell, Massachusetts, William C. Donald is a seasoned accountant with over 15 years of experience in providing comprehensive financial guidance to individuals and businesses. His areas of specialization include basic accounting services, business tax services, and individual tax services, catering to a diverse range of clients including S-Corps, partnerships, and LLCs. Donald's expertise also spans sales tax compliance and general accounting and advisory services, allowing him to address the unique needs of his clients across various business structures and industries.
KM
Katherine M. Kilbride
Certified Public Accountant
Verified Licensed
Location Lowell, Massachusetts 01852
Katherine M. Kilbride is a certified public accountant based in Lowell, Massachusetts. With over 10 years of experience in accounting, Kilbride specializes in providing basic accounting services, individual tax services, and business tax services. She assists family-owned enterprises and entrepreneurs and startups with their tax return preparation and financial needs, including payroll processing and compliance. Her expertise in meeting tax return deadlines and navigating complex tax laws makes her a valuable resource for individuals and businesses in the Lowell area.
DL
Deborah L. Neveux
Certified Public Accountant
Verified Licensed
Location Lowell, Massachusetts 01851
Deborah L. Neveux, a certified public accountant, has over 15 years of experience providing accounting services in Lowell, Massachusetts. Her expertise includes payroll processing and compliance, as well as IRS representation, helping small businesses navigate complex tax laws and regulations. With a specialization in basic accounting services, business tax services, and tax compliance, Neveux assists entrepreneurs and family-owned enterprises in managing their financial operations and achieving tax efficiency.
JD
Joseph D. Meehan
Certified Public Accountant
Verified Licensed
Location Lowell, Massachusetts 01852
Based in Lowell, Massachusetts, Joseph D. Meehan has been providing accounting services for over 20 years. His practice focuses on tax planning and consulting, as well as IRS representation for individuals and families, particularly family-owned enterprises. Meehan's expertise spans basic accounting services, financial planning, and tax compliance, helping clients navigate complex financial situations and achieve their goals. With extensive experience in these areas, he has developed a strong understanding of the financial needs of his clients and tailors his services accordingly.
EM
Ellen M. Geary
Certified Public Accountant
Verified Licensed
Location Lowell, Massachusetts 01852
Based in Lowell, Massachusetts, Ellen M. Geary has extensive experience in taxation and accounting, with over a decade of expertise in guiding small and medium-sized businesses, as well as individuals and families. Her practice focuses on basic accounting services, small business accounting, and business tax services, including individual and business tax return preparation. She is also skilled in IRS representation, helping clients navigate complex tax issues and ensuring compliance with tax laws and regulations. In addition to her technical expertise, Geary's experience working with a variety of industries has allowed her to develop a deep understanding of the unique needs of her clients.
PJ
Paul J. Defronzo
Certified Public Accountant
Verified Licensed
Location Lowell, Massachusetts 01852
Based in Lowell, Massachusetts, Paul J. Defronzo is a certified public accountant with over 25 years of experience. His specialization in basic accounting services, individual tax services, and business tax services supports small and medium-sized businesses, including corporations, partnerships, and limited liability companies. Defronzo's practice includes sales tax compliance and payroll processing and compliance services to help businesses meet regulatory requirements.

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.