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Lynnfield
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Lynnfield
Showing 1 to 10 of 85 CPAs in Lynnfield, Massachusetts
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James Callahan
Certified Public Accountant
Verified Licensed
Location Lynnfield, Massachusetts 01940
James Callahan is a certified public accountant (CPA) based in Lynnfield, Massachusetts. With over 15 years of experience in public accounting, he specializes in providing basic accounting services, financial planning, and tax consulting to small and medium-sized businesses, as well as individuals and families. His expertise includes individual and business tax return preparation, helping clients navigate complex tax laws and regulations.
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Richard K. Oconnor
Certified Public Accountant
Verified Licensed
Location Lynnfield, Massachusetts 01940
Based in Lynnfield, Massachusetts, Richard K. Oconnor is a seasoned accounting professional with years of experience advising and serving small and medium-sized businesses across various structures, including S-Corps, partnerships, and LLCs. His expertise encompasses basic accounting services, business tax services, and tax compliance, making him a valuable resource for businesses navigating complex financial landscapes. Oconnor is also well-versed in sales tax compliance and offers guidance on ensuring accurate and timely payments, helping clients avoid costly penalties and audits. With a strong foundation in general accounting and advisory services, he helps businesses establish a solid financial footing and make informed decisions about their future growth and strategy.
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Gregory A. Pasquale
Certified Public Accountant
Verified Licensed
Location Lynnfield, Massachusetts 01940
Gregory A. Pasquale is a certified public accountant based in Lynnfield, Massachusetts, with over 12 years of experience in providing financial guidance and tax expertise. He specializes in basic accounting services, small business accounting, and financial planning, catering to the needs of individuals and families, as well as small and medium-sized businesses. Pasquale's services include sales tax compliance and retirement account tax reporting, ensuring his clients remain in compliance with relevant tax regulations.
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Carl J. Alviti
Certified Public Accountant
Verified Licensed
Location Lynnfield, Massachusetts 01940
Carl J. Alviti, a certified public accountant based in Lynnfield, Massachusetts, has been providing accounting services since 2000. His expertise includes tax planning and consulting, as well as retirement account tax reporting, allowing individuals and families to navigate complex financial situations. With specialization in basic accounting services, tax compliance, and individual tax services, Alviti supports the financial needs of family-owned enterprises and private individuals.
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Anna Thompson
Certified Public Accountant
Verified Licensed
Location Lynnfield, Massachusetts 01940
Based in Lynnfield, Massachusetts, Anna Thompson is a certified public accountant with over 15 years of experience. Her areas of specialization include basic accounting services, tax compliance, and financial planning, with a focus on small and medium-sized businesses. Thompson also provides tax planning and consulting services to businesses with various structures, including S-Corps, partnerships, and LLCs.
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David L. Giunta
Certified Public Accountant
Verified Licensed
Location Lynnfield, Massachusetts 01940
Based in Lynnfield, Massachusetts, David L. Giunta is a certified public accountant with over 10 years of experience providing expert accounting services to entrepreneurs and startups. His practice focuses on individual and business tax return preparation, as well as payroll processing and compliance, serving clients with various business structures, including S-corps, partnerships, and LLCs. With specializations in basic accounting services, small business accounting, and business tax services, David Giunta delivers tailored solutions to meet the unique needs of his clients.
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Bruce J. Mackey
Certified Public Accountant
Verified Licensed
Location Lynnfield, Massachusetts 01940
Based in Lynnfield, Massachusetts, Bruce J. Mackey provides individual and business tax return preparation services to clients in the region. With over 15 years of experience, Mr. Mackey specializes in basic accounting services, tax compliance, and individual tax services. His expertise spans a range of industries, including small and medium-sized businesses, entrepreneurs, and startups in the area.
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James G. Sartori
Certified Public Accountant
Verified Licensed
Location Lynnfield, Massachusetts 01940
Based in Lynnfield, Massachusetts, James G. Sartori offers comprehensive accounting services to small and medium-sized businesses in various structures, including S-Corps, partnerships, and LLCs. With over 15 years of experience, he specializes in basic accounting services, financial planning, and business tax services, helping clients navigate complex financial regulations and ensure compliance. His services include tax planning and consulting, as well as bookkeeping and financial statement compilation, providing clients with a clear picture of their financial situation and guiding them towards informed business decisions.
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Sandra L. Caffrey
Certified Public Accountant
Verified Licensed
Location Lynnfield, Massachusetts 01940
Sandra L. Caffrey is a certified public accountant based in Lynnfield, Massachusetts, with over 10 years of experience serving entrepreneurs and startups, as well as family-owned enterprises. Her areas of specialization include basic accounting services, individual tax services, and financial planning, helping clients achieve their financial goals and navigate complex regulatory requirements. In addition to these services, Caffrey provides sales tax compliance and payroll processing and compliance, ensuring clients' financial operations are accurate and up-to-date.
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Richard J. Grillo
Certified Public Accountant
Verified Licensed
Location Lynnfield, Massachusetts 01940
Richard J. Grillo, a certified public accountant (CPA) based in Lynnfield, Massachusetts, has been serving individuals and businesses for over 20 years. His expertise encompasses basic accounting services, individual tax services, and small business accounting, catering to various business structures, including S-Corps, partnerships, and LLCs. Grillo provides specialized services in sales tax compliance, bookkeeping, and financial statement compilation, ensuring accurate and timely financial reporting for his 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.