Filter Results
Lowell
Filter Results
Lowell
Showing 1 to 10 of 70 CPAs in Lowell, Massachusetts
BM
Barry M. Lyons
Certified Public Accountant
Verified Licensed
Location Lowell, Massachusetts 01851
Barry M. Lyons is a certified public accountant (CPA) serving clients in Lowell, Massachusetts. With over 15 years of experience, he provides expert services in areas such as basic accounting, financial planning, and tax compliance. Specializing in the needs of family-owned enterprises and individuals, Lyons offers valuable guidance on retirement account tax reporting and general accounting and advisory services. His expertise in tax compliance ensures that clients meet their financial obligations and take advantage of available tax savings opportunities.
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.
W
William Adie
Certified Public Accountant
Verified Licensed
Location Lowell, Massachusetts 01852
Lowell, Massachusetts-based accountant and certified public accountant (CPA), William Adie, brings over 15 years of experience in financial management. His professional background encompasses basic accounting services, individual tax preparation, and tax compliance, catering to a diverse range of clients including family-owned enterprises and various business structures such as S-Corps, partnerships, and LLCs. With a focus on payroll processing and compliance, Adie ensures accurate and timely payment processing for his clients. He is committed to providing accurate, timely, and transparent financial guidance, leveraging his extensive knowledge of accounting and tax codes to deliver reliable advisory services.
EL
Elizabeth L. Geary
Certified Public Accountant
Verified Licensed
Location Lowell, Massachusetts 01852
Elizabeth L. Geary is a seasoned CPA with a practice based in Lowell, Massachusetts, serving the accounting needs of small and medium-sized businesses, entrepreneurs, and startups in the area. With over 10 years of experience, she provides general accounting and advisory services, including payroll processing and compliance, to help businesses manage their finances effectively and stay compliant with regulatory requirements. Her areas of specialization include basic accounting services, business tax services, and small business accounting, making her a valuable resource for business owners seeking expert financial guidance and support.
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.
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.
R
Robert Michaelis
Certified Public Accountant
Verified Licensed
Location Lowell, Massachusetts 01852
Based in Lowell, Massachusetts, Robert Michaelis provides bookkeeping and financial statement compilation services to individuals and businesses. With over [number of years] years of experience, Michaelis offers tax compliance and individual tax services, helping his clients meet their financial obligations and navigate complex tax laws. As a seasoned accountant, he specializes in providing basic accounting services to family-owned enterprises, small businesses, and other various business structures, including S-Corps, partnerships, and LLCs, and also serves clients in IRS representation.
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.
DD
Deepa D. Patel
Certified Public Accountant
Verified Licensed
Location Lowell, Massachusetts 01854
Deepa D. Patel is a certified public accountant (CPA) based in Lowell, Massachusetts, with over 10 years of experience providing financial guidance to entrepreneurs and startups. Her specialization in basic accounting services, small business accounting, and business tax services has allowed her to effectively manage the financial needs of her clients. Among her services, she offers sales tax compliance and retirement account tax reporting, helping businesses and individuals stay up-to-date on their tax obligations.
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.

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.