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Marblehead
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Marblehead
Showing 61 to 70 of 86 CPAs in Marblehead, Massachusetts
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Thomas D. Millett
Certified Public Accountant
Verified Licensed
Location Marblehead, Massachusetts 01945
Based in Marblehead, Massachusetts, Thomas D. Millett has been serving the tax and accounting needs of individuals and businesses for over 20 years. Specializing in Basic Accounting Services, Financial Planning, and Small Business Accounting, Mr. Millett assists family-owned enterprises and various business structures, including S-Corps, partnerships, and LLCs. His services include individual and business tax return preparation, as well as tax planning and consulting to help clients navigate complex financial regulations.
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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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Andrew E. Bentley
Certified Public Accountant
Verified Licensed
Location Marblehead, Massachusetts 01945
Based in Marblehead, Massachusetts, Andrew E. Bentley provides accounting services to individuals and families, as well as family-owned enterprises. With over a decade of experience in the field, Bentley specializes in basic accounting services, tax compliance, and small business accounting. His expertise includes bookkeeping and financial statement compilation, as well as IRS representation for clients navigating tax issues.
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Kailie O. Winkeller
Certified Public Accountant
Verified Licensed
Location Marblehead, Massachusetts 01945
Kailie O. Winkeller is a qualified CPA with extensive experience in providing expert accounting services to entrepreneurs and startups, as well as small and medium-sized businesses located in Marblehead, Massachusetts. With over 10 years of experience in Basic Accounting Services, Tax Compliance, and Small Business Accounting, Kailie specializes in delivering tailored financial solutions to meet the unique needs of her clients. She is skilled in handling complex tax matters, including Sales Tax Compliance and Retirement Account Tax Reporting, and is dedicated to ensuring her clients' financial well-being.
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Alicia Rose
Certified Public Accountant
Verified Licensed
Location Marblehead, Massachusetts 01945
Alicia Rose is a licensed CPA based in Marblehead, Massachusetts, with over 15 years of experience providing expert accounting services. Her areas of specialization include basic accounting services, small business accounting, and business tax services, catering to entrepreneurs and startups, as well as family-owned enterprises. With a focus on individual and business tax return preparation and general accounting and advisory, Alicia Rose delivers tailored solutions to her clients.
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John Leonard
Certified Public Accountant
Verified Licensed
Location Marblehead, Massachusetts 01945
John Leonard is a certified public accountant (CPA) based in Marblehead, Massachusetts, with over 20 years of experience advising small and medium-sized businesses, as well as family-owned enterprises. His services include sales tax compliance, thorough bookkeeping, and financial statement compilation, all of which are essential components for maintaining accurate financial records. Mr. Leonard specializes in providing basic accounting services, business tax services, and small business accounting solutions, catering to the diverse needs of his clients.
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Ezekiel R. Peach
Certified Public Accountant
Verified Licensed
Location Marblehead, Massachusetts 01945
Based in Marblehead, Massachusetts, Ezekiel R. Peach is a certified public accountant with more than 15 years of experience in providing comprehensive accounting and tax services. His expertise spans a range of areas, including individual tax services, business tax services, and basic accounting services, catering to various business structures such as S-Corps, partnerships, and LLCs, as well as family-owned enterprises. Peach also specializes in general accounting and advisory services, with a focus on retirement account tax reporting, helping clients navigate complex tax laws and regulations.
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Daniel A. New
Certified Public Accountant
Verified Licensed
Location Marblehead, Massachusetts 01945
Daniel A. New is a certified public accountant based in Marblehead, Massachusetts. With over 15 years of experience in providing accounting and tax preparation services, he specializes in basic accounting services, business tax services, and individual tax services. His expertise includes serving various business structures, such as S-Corps and partnerships, as well as individuals and families.
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Jeffrey L. Cohen
Certified Public Accountant
Verified Licensed
Location Marblehead, Massachusetts 01945
Located in Marblehead, Massachusetts, Jeffrey L. Cohen is a certified public accountant with over 20 years of experience providing accounting services to individuals and various business structures, including S-Corps, partnerships, and LLCs. His practice focuses on basic accounting services, financial planning, and individual tax services, catering to the needs of individuals and families in the greater Marblehead area. Cohen also offers expertise in sales tax compliance and bookkeeping and financial statement compilation, helping clients maintain accurate financial records and adhere to regulatory requirements.
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Jeremy Jones
Certified Public Accountant
Verified Licensed
Location Marblehead, Massachusetts 01945
Jeremy Jones is a licensed Certified Public Accountant serving the Marblehead, Massachusetts area. With over 10 years of experience, he provides financial guidance to family-owned enterprises, S-Corps, partnerships, and LLCs, focusing on basic accounting services, individual tax services, and small business accounting needs. His expertise includes payroll processing and compliance, as well as bookkeeping and financial statement compilation for clients across various business structures. Jeremy stays up-to-date on the latest tax laws and regulations to ensure accurate and compliant financial management 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.