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Marblehead
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Marblehead
Showing 11 to 20 of 86 CPAs in Marblehead, Massachusetts
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Gerry P. Orne
Certified Public Accountant
Verified Licensed
Location Marblehead, Massachusetts 01945
Gerry P. Orne, a certified public accountant, is based in Marblehead, Massachusetts, and has been serving the community for over 20 years. His expertise includes providing basic accounting services, financial planning, and business tax services, with a focus on meeting the diverse needs of individual clients and family-owned enterprises. Orne also assists clients with sales tax compliance and tax planning, helping them navigate the complexities of local, state, and federal tax laws.
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Jonathan J. Corbett
Certified Public Accountant
Verified Licensed
Location Marblehead, Massachusetts 01945
Jonathan J. Corbett is a certified public accountant serving the Marblehead, Massachusetts area. With over 15 years of experience, he provides comprehensive tax planning and consulting services to help individuals and businesses achieve their financial goals. His expertise includes tax compliance, individual tax services, and basic accounting services, covering a range of business structures such as S-Corps, partnerships, and LLCs. Corbett also specializes in providing accurate and timely retirement account tax reporting, ensuring clients remain compliant with IRS regulations and minimize tax liabilities.
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Cathryn H. Dana
Certified Public Accountant
Verified Licensed
Location Marblehead, Massachusetts 01945
Located in Marblehead, Massachusetts, Cathryn H. Dana is a seasoned CPA providing professional accounting services to small and medium-sized businesses, entrepreneurs, and startups since 2005. Her areas of specialization include basic accounting services, business tax services, and tax compliance. Dana offers additional expertise in payroll processing and compliance, helping clients navigate complex tax regulations and ensure accurate financial reporting.
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Alan S. Healy
Certified Public Accountant
Verified Licensed
Location Marblehead, Massachusetts 01945
Based in Marblehead, Massachusetts, Alan S. Healy is a certified public accountant with over 15 years of experience in taxation and accounting. He specializes in providing tax planning and consulting services to family-owned enterprises and entrepreneurs, in addition to payroll processing and compliance support. With a focus on individual and business tax services, Healy's expertise spans basic accounting, tax planning, and preparation of financial statements. His services cater to the unique needs of startups and established businesses, helping them maintain financial stability and compliance with regulatory requirements.
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Donald R. Humphrey
Certified Public Accountant
Verified Licensed
Location Marblehead, Massachusetts 01945
Donald R. Humphrey is a certified public accountant based in Marblehead, Massachusetts, with over 20 years of experience. He serves a diverse range of clients, including small and medium-sized businesses, partnerships, and limited liability companies (LLCs), providing comprehensive accounting and financial planning services. His expertise encompasses basic accounting, payroll processing and compliance, sales tax compliance, and tax planning, ensuring clients meet their financial obligations and stay compliant with regulatory requirements. Donald R. Humphrey is well-versed in handling complex financial situations, offering expert guidance to businesses navigating various financial challenges.
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Ronald H. Crockett
Certified Public Accountant
Verified Licensed
Location Marblehead, Massachusetts 01945
Ronald H. Crockett is a certified public accountant based in Marblehead, Massachusetts. With over 20 years of experience in accounting and taxation, Crockett provides expert tax planning and consulting services to businesses and individuals. He specializes in basic accounting services, financial planning, and tax compliance, serving a variety of business structures, including S-Corps, partnerships, and LLCs. Crockett also offers payroll processing and compliance services, ensuring accurate and timely payments to employees and adherence to regulatory requirements.
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Julie A. Cashman
Certified Public Accountant
Verified Licensed
Location Marblehead, Massachusetts 01945
Julie A. Cashman is a certified public accountant based in Marblehead, Massachusetts, with over 15 years of professional experience. Her practice focuses on small and medium-sized businesses, offering expertise in a range of services including tax planning and consulting, and sales tax compliance. She provides specialized support for various business structures, such as S-Corps, partnerships, and LLCs, in addition to offering individual tax services and basic accounting services.
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Gail Covelluzzi
Certified Public Accountant
Verified Licensed
Location Marblehead, Massachusetts 01945
Gail Covelluzzi is a certified public accountant based in Marblehead, Massachusetts. With over 20 years of experience, she provides tax planning and consulting services to small and medium-sized businesses, entrepreneurs, and startups in various industries. Her expertise includes basic accounting services, business tax services, and tax compliance, with a particular focus on retirement account tax reporting.
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Karl L. Smith
Certified Public Accountant
Verified Licensed
Location Marblehead, Massachusetts 01945
Karl L. Smith, a practicing CPA in Marblehead, Massachusetts, offers his expertise to clients in the region. With nearly 20 years of experience in various accounting roles, he has developed a strong understanding of the complex financial issues faced by individuals and small to medium-sized businesses. Providing comprehensive services in general accounting and advisory, payroll processing, and compliance, Smith's practice caters to the diverse needs of his clients. His areas of specialization include basic accounting services, business tax services, and individual tax services, allowing him to address the unique requirements of his clients in various industries, such as individuals and families, as well as small and medium-sized businesses.
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David Mckay
Certified Public Accountant
Verified Licensed
Location Marblehead, Massachusetts 01945
David Mckay is a certified public accountant serving clients in Marblehead, Massachusetts, and surrounding areas. With over 15 years of experience in accounting, McKay specializes in providing basic accounting services, financial planning, and business tax services to small and medium-sized businesses, entrepreneurs, and startups. His expertise includes individual and business tax return preparation, as well as sales tax compliance, helping clients navigate complex tax regulations and ensure accurate financial reporting.

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.