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Needham Heights
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Needham Heights
Showing 31 to 40 of 89 CPAs in Needham Heights, Massachusetts
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Alberto W. Velella
Certified Public Accountant
Verified Licensed
Location Needham Heights, Massachusetts 02494
Alberto W. Velella is a certified public accountant based in Needham Heights, Massachusetts, with over 15 years of experience serving local businesses and individuals. His expertise includes tax planning and consulting, individual and business tax return preparation, and basic accounting services. He focuses on providing personalized assistance to small and medium-sized businesses, as well as family-owned enterprises, helping them navigate complex tax laws and regulations.
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Lisa A. Reger
Certified Public Accountant
Verified Licensed
Location Needham Heights, Massachusetts 02494
Lisa A. Reger is a certified public accountant (CPA) operating out of Needham Heights, Massachusetts, providing services to individuals and families, as well as family-owned enterprises. With over 15 years of experience in basic accounting services, small business accounting, and tax compliance, Reger offers a range of services that cater to the diverse needs of her clients. Some of her notable services include IRS representation and bookkeeping & financial statement compilation, making her a valuable resource for those seeking expert guidance and support in financial matters.
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Sydney L. Aliber
Certified Public Accountant
Verified Licensed
Location Needham Heights, Massachusetts 02494
Based in Needham Heights, Massachusetts, Sydney L. Aliber brings more than 15 years of experience in accounting and taxation to her clients. She provides individual and business tax return preparation, bookkeeping and financial statement compilation, as well as basic accounting services and business tax services to family-owned enterprises and entrepreneurs. Ms. Aliber's specialization in small business accounting allows her to offer unique insights and guidance to startups and growing businesses.
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Suzanne C. Ennis
Certified Public Accountant
Verified Licensed
Location Needham Heights, Massachusetts 02494
Suzanne C. Ennis is a certified public accountant based in Needham Heights, Massachusetts, with over 10 years of experience serving entrepreneurs and startups. Her area of specialization includes basic accounting services, financial planning, and business tax services, catering to the unique needs of individual and family clients. Providing expert guidance in sales tax compliance, Ennis ensures that clients are in full compliance with state and local regulations.
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Peter I. Resnick
Certified Public Accountant
Verified Licensed
Location Needham Heights, Massachusetts 02494
Based in Needham Heights, Massachusetts, Peter I. Resnick brings over 20 years of experience in providing accounting services to family-owned enterprises and individuals and families. His practice focuses on basic accounting services, business tax services, and financial planning, with a specialization in retirement account tax reporting and tax planning and consulting. With a deep understanding of complex tax laws, Resnick helps his clients navigate tax obligations and create comprehensive financial plans.
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David Dyson
Certified Public Accountant
Verified Licensed
Location Needham Heights, Massachusetts 02494
Based in Needham Heights, Massachusetts, David Dyson provides accounting and tax services to individuals and small to medium-sized businesses. With over [number] years of experience in public accounting, Dyson specializes in basic accounting services, tax compliance, and individual tax preparation. His expertise also includes tax planning and consulting, as well as IRS representation for clients facing tax issues.
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Laurie B. Sholes
Certified Public Accountant
Verified Licensed
Location Needham Heights, Massachusetts 02494
Laurie B. Sholes, a certified public accountant based in Needham Heights, Massachusetts, provides tax and accounting services to a range of clients. With 15 years of experience serving entrepreneurs and startups, as well as individuals and families, she has developed a deep understanding of the unique financial needs of each group. Her expertise includes basic accounting services, small business accounting, and business tax services, making her a valuable resource for both established and emerging businesses. Notably, Laurie B. Sholes specializes in retirement account tax reporting, helping clients navigate the complexities of tax obligations related to 401(k) and IRA accounts.
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Wai N. Chan
Certified Public Accountant
Verified Licensed
Location Needham Heights, Massachusetts 02494
Based in Needham Heights, Massachusetts, Wai N. Chan is a certified public accountant with over 15 years of experience. Her areas of specialization include basic accounting services, small business accounting, and tax compliance, making her a go-to expert for entrepreneurs and startups in various business structures, such as S-Corps, partnerships, and LLCs. Chan prepares individual and business tax returns and provides general accounting and advisory services to ensure clients meet their financial goals.
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Seth E. Berger
Certified Public Accountant
Verified Licensed
Location Needham Heights, Massachusetts 02494
Based in Needham Heights, Massachusetts, Seth E. Berger has been providing accounting services for over 10 years. As a certified public accountant, Berger specializes in basic accounting services, tax compliance, and financial planning, with a focus on meeting the needs of entrepreneurs and small to medium-sized businesses. His expertise includes payroll processing and compliance, as well as tax planning and consulting to help clients navigate complex financial regulations and achieve their goals. With his comprehensive understanding of tax laws and regulations, Berger helps his clients develop effective financial strategies to minimize tax liabilities and maximize financial growth.
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Ann B. Charette
Certified Public Accountant
Verified Licensed
Location Needham Heights, Massachusetts 02494
Ann B. Charette, a seasoned public accountant based in Needham Heights, Massachusetts, has been providing accounting services since 2005. Her areas of specialization include basic accounting services, financial planning, and tax compliance, with a focus on serving family-owned enterprises and individual clients. With experience in preparing retirement account tax reports, individual and business tax returns, her expertise extends to meeting the unique financial 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.