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Marblehead
Filter Results
Marblehead
Showing 31 to 40 of 86 CPAs in Marblehead, Massachusetts
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Philip Walker
Certified Public Accountant
Verified Licensed
Location Marblehead, Massachusetts 01945
Philip Walker is a certified public accountant based in Marblehead, Massachusetts, with over 15 years of experience in providing accounting services. His expertise includes basic accounting services, small business accounting, and financial planning, catering to entrepreneurs and startups, as well as individuals and families. Walker's services include sales tax compliance and retirement account tax reporting, helping clients navigate complex tax regulations and ensuring compliance with relevant laws.
PA
Paul A. Taylor
Certified Public Accountant
Verified Licensed
Location Marblehead, Massachusetts 01945
Based in Marblehead, Massachusetts, Paul A. Taylor is a certified public accountant with over 15 years of experience. His expertise lies in providing basic accounting services, small business accounting, and tax compliance for individuals and families, entrepreneurs, and startups. Taylor's services include bookkeeping, financial statement compilation, and retirement account tax reporting, helping clients navigate complex tax requirements with precision and accuracy.
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Heidi Herlihy
Certified Public Accountant
Verified Licensed
Location Marblehead, Massachusetts 01945
Heidi Herlihy is a certified public accountant based in Marblehead, Massachusetts, with over 10 years of experience providing accounting services to a diverse range of clients. Her areas of specialization include basic accounting services, tax compliance, and small business accounting, making her a trusted advisor for family-owned enterprises and various business structures, including S-Corps, partnerships, and LLCs. Herlihy's services encompass bookkeeping, financial statement compilation, and tax planning and consulting, helping her clients maintain accurate financial records and make informed business decisions.
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Douglas E. May
Certified Public Accountant
Verified Licensed
Location Marblehead, Massachusetts 01945
Based in Marblehead, Massachusetts, Douglas E. May is a certified public accountant with over 20 years of experience providing financial guidance to individuals and families. He specializes in basic accounting services, tax compliance, and individual tax services, ensuring that his clients' financial records are accurate and up-to-date. In addition to his core services, May also assists clients with payroll processing and compliance, as well as IRS representation when needed.
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Lori A. Ehrlich
Certified Public Accountant
Verified Licensed
Location Marblehead, Massachusetts 01945
Lori A. Ehrlich is a certified public accountant with over 20 years of experience, based in Marblehead, Massachusetts. She specializes in providing general accounting and advisory services, including bookkeeping and financial statement compilation, to individuals and families, as well as small and medium-sized businesses. A licensed CPA, Ehrlich also offers expertise in basic accounting services, individual tax services, and financial planning.
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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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Edward G. Jasaitis
Certified Public Accountant
Verified Licensed
Location Marblehead, Massachusetts 01945
Located in Marblehead, Massachusetts, Edward G. Jasaitis provides accounting and advisory services to small and medium-sized businesses and family-owned enterprises. With over 10 years of experience, he offers general accounting and sales tax compliance expertise, as well as specialization in basic accounting services, individual tax services, and business tax services. His services cater to the diverse needs of clients, including financial statement preparation, tax return filing, and business consulting, with a focus on helping clients maintain accurate financial records and meet regulatory requirements.
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David L. Bateman
Certified Public Accountant
Verified Licensed
Location Marblehead, Massachusetts 01945
David L. Bateman is a certified public accountant based in Marblehead, Massachusetts. With over 15 years of experience in the industry, he provides a range of services, including Payroll Processing & Compliance and Individual & Business Tax Return Preparation. His areas of specialization include Basic Accounting Services, Individual Tax Services, and Tax Compliance, serving clients in various business structures such as S-Corps, Partnerships, and LLCs. David's experience in working with entrepreneurs and startups has equipped him with a unique understanding of the challenges faced by small business owners.
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Jonathan M. Kreevoy
Certified Public Accountant
Verified Licensed
Location Marblehead, Massachusetts 01945
Based in Marblehead, Massachusetts, Jonathan M. Kreevoy is a certified public accountant (CPA) with nearly two decades of experience. Providing comprehensive bookkeeping and financial statement compilation services, as well as payroll processing and compliance assistance, Mr. Kreevoy caters to small and medium-sized businesses, entrepreneurs, and startups. With a specialization in tax compliance and individual tax services, he offers expertise in basic accounting services to help clients navigate complex financial situations.
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Jonathan O. Yorks
Certified Public Accountant
Verified Licensed
Location Marblehead, Massachusetts 01945
Jonathan O. Yorks is a licensed CPA based in Marblehead, Massachusetts, with over 15 years of experience providing tax planning and consulting services, as well as IRS representation. His areas of specialization include basic accounting services, tax compliance, and business tax services, serving a variety of business structures such as S-Corps, partnerships, and LLCs, in addition to individual and family clients. Yorks' expertise is well-suited for businesses navigating complex tax laws and regulations, and he is committed to providing accurate and timely guidance.

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.