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Needham
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Needham
Showing 61 to 70 of 147 CPAs in Needham, Massachusetts
MJ
Mark J. Allen
Certified Public Accountant
Verified Licensed
Location Needham, Massachusetts 02492
Based in Needham, Massachusetts, Mark J. Allen offers accounting and tax services to small and medium-sized businesses and family-owned enterprises. With over 15 years of experience, he specializes in basic accounting services, individual tax services, and financial planning. His expertise includes IRS representation and retirement account tax reporting, providing valuable support to clients navigating complex financial situations.
JC
Jeffrey C. Leer
Certified Public Accountant
Verified Licensed
Location Needham, Massachusetts 02492
Based in Needham, Massachusetts, Jeffrey C. Leer is a certified public accountant with an extensive background in providing financial guidance to clients across various industries. With over 25 years of experience in general accounting and advisory services, individual and business tax return preparation, he has developed a unique understanding of the complexities surrounding family-owned enterprises. Specializing in basic accounting services, individual tax services, and business tax services, Leer takes a personalized approach to helping clients navigate the intricacies of taxation and financial compliance. His services cater to a diverse range of clients, from individuals and families to family-owned enterprises, making him a trusted financial expert in the local community.
RK
Russell K. Cheung
Certified Public Accountant
Verified Licensed
Location Needham, Massachusetts 02492
Russell K. Cheung is a licensed CPA based in Needham, Massachusetts, with over 10 years of experience in accounting and tax services. He specializes in providing Basic Accounting Services, including financial statement preparation and budgeting, as well as Business Tax Services, such as corporate tax returns and tax planning. With expertise in serving Various Business Structures, including S-Corps, Partnerships, and LLCs, Cheung also assists Family-Owned Enterprises with their tax and accounting needs. One of his notable services is assisting clients in Retirement Account Tax Reporting and Tax Planning & Consulting to minimize tax liabilities.
BP
Brian P. Falahee
Certified Public Accountant
Verified Licensed
Location Needham, Massachusetts 02492
Practicing in Needham, Massachusetts, since 2007, Brian P. Falahee provides accounting services to various clients. With a specialization in tax compliance and individual tax services, he assists clients with their tax needs. Additionally, Falahee offers IRS representation and payroll processing and compliance services, ensuring clients meet their tax obligations.
MS
Marcy S. Raskind
Certified Public Accountant
Verified Licensed
Location Needham, Massachusetts 02492
Based in Needham, Massachusetts, Marcy S. Raskind has been providing comprehensive accounting services for over 15 years. With expertise in individual and business tax return preparation, as well as IRS representation, her practice caters to a diverse range of clients. She offers specialized services in basic accounting, individual tax, and small business accounting, covering various business structures, including S-Corps, partnerships, and LLCs, as well as family-owned enterprises.
AJ
Aliza J. Cooperman
Certified Public Accountant
Verified Licensed
Location Needham, Massachusetts 02492
Based in Needham, Massachusetts, Aliza J. Cooperman has been providing accounting services for over 15 years, specializing in tax planning and consulting for entrepreneurs and startups. Her expertise lies in providing basic accounting services, tax compliance, and individual tax services to clients with various business structures, including S-Corps, partnerships, and LLCs. Cooperman's services also include payroll processing and compliance, ensuring accurate and timely payment to employees and meeting all necessary regulations.
CL
Christine L. Freyermuth
Certified Public Accountant
Verified Licensed
Location Needham, Massachusetts 02492
Based in Needham, Massachusetts, Christine L. Freyermuth provides financial guidance to individuals and businesses across various industries. With over [insert years of experience] years of experience in accounting and taxation, she specializes in offering Basic Accounting Services, Small Business Accounting, and Tax Compliance solutions. Her services include Tax Planning & Consulting and preparation of Individual & Business Tax Returns, catering to the needs of Small and Medium-Sized Businesses and Individuals and Families. Her expertise enables clients to make informed financial decisions, ensuring tax compliance and peace of mind.
AM
Adrienne M. Donnelly
Certified Public Accountant
Verified Licensed
Location Needham, Massachusetts 02492
Based in Needham, Massachusetts, Adrienne M. Donnelly offers a range of accounting services to support entrepreneurs and small to medium-sized businesses. With over 15 years of experience in basic accounting services, business tax services, and tax compliance, she specializes in helping clients manage their financial health and meet regulatory requirements. Adrienne's services include sales tax compliance, individual and business tax return preparation, and other accounting needs essential for business success, such as financial statement preparation and budgeting assistance.
LS
Laura S. Demaio
Certified Public Accountant
Verified Licensed
Location Needham, Massachusetts 02492
Laura S. Demaio is a licensed certified public accountant with over 10 years of experience serving clients in the Needham, Massachusetts area. Her expertise spans basic accounting services, business tax services, and small business accounting, catering to a diverse range of industries including family-owned enterprises and S-Corps, partnerships, and LLCs. In addition to providing comprehensive bookkeeping and financial statement compilation, Laura also specializes in sales tax compliance, helping her clients navigate complex tax regulations and ensure compliance.
KM
Kelli M. Morrison
Certified Public Accountant
Verified Licensed
Location Needham, Massachusetts 02492
Kelli M. Morrison is a Certified Public Accountant based in Needham, Massachusetts. With over 15 years of experience, she provides expert guidance in general accounting and advisory services, as well as tax planning and consulting. Her areas of specialization include basic accounting services, small business accounting, and tax compliance, with a focus on serving various business structures, such as S-Corps, partnerships, and LLCs. Kelli holds expertise in assisting individuals and families with their financial needs, offering personalized tax planning and accounting solutions tailored to their specific 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.