Filter Results
Needham
Filter Results
Needham
Showing 21 to 30 of 147 CPAs in Needham, Massachusetts
JA
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.
CM
Charles M. Rodericks
Certified Public Accountant
Verified Licensed
Location Needham, Massachusetts 02492
Charles M. Rodericks is a certified public accountant (CPA) located in Needham, Massachusetts, with over 18 years of experience in providing accounting services. He specializes in basic accounting services, business tax services, and small business accounting, offering expertise to individuals and families, as well as family-owned enterprises. Rodericks' professional services include bookkeeping and financial statement compilation, in addition to general accounting and advisory services. Based on his comprehensive experience, Rodericks is well-positioned to meet the diverse accounting needs of his clients in the Greater Boston area.
A
Athena Chicos
Certified Public Accountant
Verified Licensed
Location Needham, Massachusetts 02492
Athena Chicos is a certified public accountant with over 10 years of experience in providing accounting and financial planning services to individuals and families in Needham, Massachusetts. Her specialties include basic accounting services, individual tax services, and financial planning, offering tailored advice to meet the unique needs of her clients. Chicos' practice focuses on retirement account tax reporting and general accounting advisory services, helping her clients navigate complex tax laws and financial regulations.
E
Ellen Vigoda
Certified Public Accountant
Verified Licensed
Location Needham, Massachusetts 02492
With over 10 years of experience, Ellen Vigoda provides tax planning and consulting services to businesses in Massachusetts, specializing in tax compliance for small businesses and entrepreneurs. Based in Needham, Massachusetts, Vigoda's expertise spans various business structures, including S-corps, partnerships, and LLCs, offering tailored accounting solutions for each client's unique needs. Her accounting services encompass tax planning and consulting, sales tax compliance, and basic accounting services, helping clients navigate complex tax requirements and financial regulations.
MC
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.
CD
Christopher D. Klucznik
Certified Public Accountant
Verified Licensed
Location Needham, Massachusetts 02492
Based in Needham, Massachusetts, Christopher D. Klucznik provides accounting services to family-owned enterprises and entrepreneurs. With over 15 years of experience, Mr. Klucznik offers specialized tax planning and consulting, as well as bookkeeping and financial statement compilation. His services cater to individual tax clients, focusing on tax compliance and basic accounting needs, from financial statement preparation to tax return filings.
SS
Stephanie S. Morrissey
Certified Public Accountant
Verified Licensed
Location Needham, Massachusetts 02492
Based in Needham, Massachusetts, Stephanie S. Morrissey has been providing accounting services since 2008. With expertise in Basic Accounting Services, Financial Planning, and Small Business Accounting, her practice focuses on serving family-owned enterprises and various business structures, including S-Corps, partnerships, and LLCs. Her services include Retirement Account Tax Reporting, Bookkeeping, and Financial Statement Compilation.
F
Frederic Katz
Certified Public Accountant
Verified Licensed
Location Needham, Massachusetts 02492
Based in Needham, Massachusetts, Frederic Katz brings over 15 years of experience in public accounting to his clients. His specialization in basic accounting services, individual tax services, and tax compliance has helped small and medium-sized businesses, as well as individuals and families, navigate complex tax issues. Frederic offers expert IRS representation, providing critical guidance for those facing tax audits or disputes.
PE
Philip E. Channen
Certified Public Accountant
Verified Licensed
Location Needham, Massachusetts 02492
Based in Needham, Massachusetts, Philip E. Channen has been providing accounting services for over 15 years. He specializes in offering basic accounting services, business tax services, and individual tax services to a diverse clientele, including entrepreneurs and startups, as well as individuals and families. Philip's expertise includes retirement account tax reporting and payroll processing and compliance, with a focus on ensuring accurate and timely financial reporting.
CC
Carolyn C. Glass
Certified Public Accountant
Verified Licensed
Location Needham, Massachusetts 02492
Based in Needham, Massachusetts, Carolyn C. Glass has nearly two decades of experience as a certified public accountant, serving individuals and families as well as small and medium-sized businesses. Her expertise lies in basic accounting services, tax compliance, and business tax services, with a focus on helping clients navigate complex tax laws and regulations. Carolyn C. Glass also provides IRS representation and sales tax compliance services, ensuring that her clients are in full compliance with all tax requirements.

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.