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Needham Heights
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Needham Heights
Showing 71 to 80 of 89 CPAs in Needham Heights, Massachusetts
GJ
Gerald J. Turner
Certified Public Accountant
Verified Licensed
Location Needham Heights, Massachusetts 02494
Gerald J. Turner is a certified public accountant with over 20 years of experience providing financial guidance to family-owned enterprises and individuals in the Needham Heights, Massachusetts area. His services include payroll processing and compliance, sales tax compliance, and basic accounting services tailored to meet the needs of small businesses and individuals. As a seasoned small business accountant, Turner's expertise also encompasses financial planning, helping clients make informed decisions about their financial futures.
DG
David G. Root
Certified Public Accountant
Verified Licensed
Location Needham Heights, Massachusetts 02494
Based in Needham Heights, Massachusetts, David G. Root is a certified public accountant with over 15 years of experience in providing expert accounting services. His specialization lies in basic accounting services, individual tax services, and business tax services, catering to the needs of family-owned enterprises and individuals and families. One notable aspect of his practice is his IRS representation services, helping clients navigate complex tax issues and disputes with the Internal Revenue Service.
EF
Edward F. Connelly
Certified Public Accountant
Verified Licensed
Location Needham Heights, Massachusetts 02494
Located in Needham Heights, Massachusetts, Edward F. Connelly is a seasoned accountant with a focus on providing expert financial guidance to a diverse range of clients, including small and medium-sized businesses, as well as individuals and families. With over 20 years of experience in the field, Connelly specializes in basic accounting services, small business accounting, and tax compliance, helping clients navigate complex financial regulations and ensure regulatory compliance. His expertise also extends to IRS representation, providing valuable support for individuals and businesses facing tax-related issues or disputes.
MB
Mitchell B. Macey
Certified Public Accountant
Verified Licensed
Location Needham Heights, Massachusetts 02494
Mitchell B. Macey is a certified public accountant based in Needham Heights, Massachusetts. With over 10 years of experience, he provides individual and business tax return preparation and retirement account tax reporting services. His areas of specialization include basic accounting services, financial planning, and business tax services, serving clients in various industries such as individuals and families, entrepreneurs, and startups.
JM
Jason M. Williams
Certified Public Accountant
Verified Licensed
Location Needham Heights, Massachusetts 02494
Based in Needham Heights, Massachusetts, Jason M. Williams brings over 15 years of experience to his role as a certified public accountant. His areas of specialization include basic accounting services, tax compliance, and financial planning, making him a valuable resource for small and medium-sized businesses and family-owned enterprises. Williams provides expert guidance on payroll processing and compliance as well as IRS representation, helping clients navigate complex financial matters with confidence. He has established a reputation for delivering reliable and informed financial solutions, serving the needs of his clients in the Boston area.
MA
Mark A. Mccarren
Certified Public Accountant
Verified Licensed
Location Needham Heights, Massachusetts 02494
Based in Needham Heights, Massachusetts, Mark A. Mccarren is a seasoned accountant with over 10 years of experience providing expertise in various areas of financial management. He offers specialized services in Basic Accounting Services, Business Tax Services, and Financial Planning, catering to the needs of Family-Owned Enterprises and Entrepreneurs and Startups. Notably, Mark A. Mccarren provides personalized Retirement Account Tax Reporting and Payroll Processing & Compliance services to ensure compliance with relevant regulations.
KJ
Kenneth J. Raffol
Certified Public Accountant
Verified Licensed
Location Needham Heights, Massachusetts 02494
Located in Needham Heights, Massachusetts, Kenneth J. Raffol is a certified public accountant with over 10 years of experience. His areas of specialization include business tax services, financial planning, and basic accounting services, catering to the needs of family-owned enterprises and entrepreneurs. As a licensed professional, Raffol provides individual and business tax return preparation and retirement account tax reporting services, ensuring compliance with relevant tax laws and regulations.
SA
Stuart A. Books
Certified Public Accountant
Verified Licensed
Location Needham Heights, Massachusetts 02494
Located in Needham Heights, Massachusetts, Stuart A. Books is a certified public accountant with over 10 years of experience serving small and medium-sized businesses and individuals and families in the area. His practice focuses on providing general accounting and advisory services, as well as specialized support for retirement account tax reporting and financial planning. Stuart's expertise in basic accounting services, individual tax services, and financial planning enables him to address a wide range of client needs, from routine financial management to complex tax planning and retirement planning.
PB
Patrick B. Riley
Certified Public Accountant
Verified Licensed
Location Needham Heights, Massachusetts 02494
Based in Needham Heights, Massachusetts, Patrick B. Riley is a seasoned CPA providing financial guidance to family-owned enterprises and entrepreneurs in the Boston area. With over 10 years of experience, his specialization includes basic accounting services, financial planning, and individual tax services. Patrick assists clients in meeting their financial goals through effective bookkeeping and financial statement compilation, as well as ensuring sales tax compliance.
MS
Martin S. Kofman
Certified Public Accountant
Verified Licensed
Location Needham Heights, Massachusetts 02494
Located in Needham Heights, Massachusetts, Martin S. Kofman provides comprehensive accounting services to family-owned enterprises and entrepreneurs in the startup phase. With over 15 years of experience, he specializes in basic accounting services, business tax services, and individual tax services. Kofman's expertise includes general accounting and advisory services, as well as sales tax compliance, helping clients navigate complex tax regulations and financial issues.

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.