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Needham
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Needham
Showing 131 to 140 of 147 CPAs in Needham, Massachusetts
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Kenneth R. Venti
Certified Public Accountant
Verified Licensed
Location Needham, Massachusetts 02492
Kenneth R. Venti, a certified public accountant based in Needham, Massachusetts, has over 15 years of experience providing accounting and tax services to a diverse range of clients. His areas of specialization include basic accounting services, individual tax services, and small business accounting, with a focus on helping entrepreneurs and startups navigate complex financial regulations. Notably, Venti also assists clients with retirement account tax reporting, including maximizing tax benefits and minimizing penalties. Established in [Year], his practice serves businesses with various structures, including S-Corps, partnerships, and LLCs, offering general accounting, advisory services, and individual tax planning.
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Yue Fan
Certified Public Accountant
Verified Licensed
Location Needham, Massachusetts 02492
Based in Needham, Massachusetts, Yue Fan is a certified public accountant with over 10 years of experience providing expert accounting services. Specializing in basic accounting services, small business accounting, and business tax services, Fan serves a diverse range of clients, including family-owned enterprises and various business structures. Her services include payroll processing and compliance, bookkeeping, and financial statement compilation, helping clients maintain accurate financial records and stay compliant with regulatory requirements.
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Barry R. Okun
Certified Public Accountant
Verified Licensed
Location Needham, Massachusetts 02492
Barry R. Okun is a certified public accountant based in Needham, Massachusetts, with over 25 years of experience serving individuals and families, as well as family-owned enterprises. His expertise includes basic accounting services, financial planning, and business tax services, supporting clients in navigating complex tax laws and financial regulations. A notable service offered by Okun is payroll processing and compliance, ensuring accurate and timely payment of employee wages and adherence to relevant employment laws. He also provides retirement account tax reporting, providing clients with a clear understanding of their account obligations and potential tax implications.
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David Simoes
Certified Public Accountant
Verified Licensed
Location Needham, Massachusetts 02492
Located in Needham, Massachusetts, David Simoes has been providing accounting services to small and medium-sized businesses and entrepreneurs for over 10 years. His specialization in basic accounting services, small business accounting, and tax compliance has helped numerous clients navigate complex financial regulations and optimize their tax strategies. With a focus on bookkeeping and financial statement compilation, as well as retirement account tax reporting, David Simoes delivers tailored solutions to meet the unique needs of his clients.
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Michael C. Beaty
Certified Public Accountant
Verified Licensed
Location Needham, Massachusetts 02492
Based in Needham, Massachusetts, Michael C. Beaty provides accounting services to clients in the New England area. With over 10 years of experience in accounting and finance, Mr. Beaty specializes in providing basic accounting services, financial planning, and tax compliance to family-owned enterprises and small to medium-sized businesses. His services include payroll processing and compliance, bookkeeping, and financial statement compilation, helping clients maintain accurate financial records and meet regulatory requirements. As a certified public accountant, Michael C. Beaty is committed to staying up-to-date on the latest accounting standards and regulations, ensuring his clients receive expert advice and support.
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Jordan A. Medalia
Certified Public Accountant
Verified Licensed
Location Needham, Massachusetts 02492
Based in Needham, Massachusetts, Jordan A. Medalia is a seasoned accountant providing a range of services tailored to meet the diverse needs of individual and business clients. With extensive experience in tax planning and consulting, IRS representation, and basic accounting services, Medalia assists individuals and various business structures including S-Corps, Partnerships, and LLCs. Specializing in business tax services and individual tax services, Medalia's expertise spans multiple sectors, offering guidance on tax planning, financial reporting, and compliance requirements.
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Eileen M. Gustin
Certified Public Accountant
Verified Licensed
Location Needham, Massachusetts 02492
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Kerry Leiberman
Certified Public Accountant
Verified Licensed
Location Needham, Massachusetts 02492
Based in Needham, Massachusetts, Kerry Leiberman is a certified public accountant with extensive experience in providing tax and accounting services. She specializes in individual tax services, financial planning, and basic accounting services, catering to the needs of small and medium-sized businesses, as well as S-Corps, partnerships, and LLCs. With expertise in retirement account tax reporting and individual and business tax return preparation, Leiberman ensures accurate and timely submissions to regulatory authorities. Established after many years of experience in the field, Leiberman's services are designed to address the unique financial needs of diverse business structures.
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Bruce D. Revzin
Certified Public Accountant
Verified Licensed
Location Needham, Massachusetts 02492
Bruce D. Revzin is a certified public accountant with over 15 years of experience based in Needham, Massachusetts. He specializes in providing financial planning and small business accounting services to small and medium-sized businesses, as well as family-owned enterprises. His services include IRS representation and retirement account tax reporting, which can be particularly complex and time-sensitive for clients. With a focus on basic accounting services, Revzin helps clients maintain accurate financial records and stay compliant with tax regulations.
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Edward N. Moller
Certified Public Accountant
Verified Licensed
Location Needham, Massachusetts 02492
Edward N. Moller is a certified public accountant based in Needham, Massachusetts. With over 15 years of experience in public accounting, he specializes in providing financial planning and business tax services to entrepreneurs and startups as well as small to medium-sized businesses. He prepares individual and business tax returns, and offers representation services for IRS issues, drawing on his in-depth knowledge of tax laws and regulations.

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.