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Needham
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Needham
Showing 71 to 80 of 147 CPAs in Needham, Massachusetts
CA
Carol A. Palmer
Certified Public Accountant
Verified Licensed
Location Needham, Massachusetts 02492
Based in Needham, Massachusetts, Carol A. Palmer offers expert accounting services to clients in the local community. With over 10 years of experience, she provides a range of services, including payroll processing and compliance, general accounting and advisory, and tax compliance, catering to the needs of family-owned enterprises and small and medium-sized businesses. Her specialization in basic accounting services, tax compliance, and business tax services enables her to provide comprehensive and tailored solutions to clients. Carol Palmer's services are designed to address the unique needs of each client, with a focus on business tax services, ensuring accurate and timely tax submissions and compliance.
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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.
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Jeffrey A. Hershberg
Certified Public Accountant
Verified Licensed
Location Needham, Massachusetts 02492
Jeffrey A. Hershberg is a certified public accountant with over 20 years of experience in tax and accounting services. In Needham, Massachusetts, he provides individual and business tax return preparation, as well as retirement account tax reporting, to meet the diverse needs of his clients. Specializing in basic accounting services, financial planning, and business tax services, Hershberg's expertise extends to family-owned enterprises and small to medium-sized businesses.
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Daniel A. Grady
Certified Public Accountant
Verified Licensed
Location Needham, Massachusetts 02492
Based in Needham, Massachusetts, Daniel A. Grady provides accounting services to entrepreneurs and startups, as well as individuals and families. With over a decade of experience in the industry, he specializes in basic accounting services, small business accounting, and financial planning, helping clients navigate complex financial situations. His services include individual and business tax return preparation and general accounting and advisory, ensuring clients are in compliance with relevant regulations and making informed financial decisions.
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Daniel M. Gorfinkle
Certified Public Accountant
Verified Licensed
Location Needham, Massachusetts 02492
Daniel M. Gorfinkle is a certified public accountant based in Needham, Massachusetts. With over 15 years of experience, he provides expertise in general accounting and advisory services to entrepreneurs and startups. Specializing in financial planning, tax compliance, and basic accounting services, Gorfinkle helps family-owned enterprises navigate complex financial landscapes. His practice focuses on individual and business tax return preparation, ensuring accurate and timely submissions to relevant authorities.
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David S. Simoes
Certified Public Accountant
Verified Licensed
Location Needham, Massachusetts 02492
Located in Needham, Massachusetts, David S. Simoes provides professional accounting services to clients in various industries. With over 12 years of experience in tax preparation and financial advisement, Mr. Simoes specializes in individual and business tax return preparation, as well as tax compliance. He also offers IRS representation services, helping clients navigate tax disputes and resolve financial issues.
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John W. Dinneen
Certified Public Accountant
Verified Licensed
Location Needham, Massachusetts 02492
Based in Needham, Massachusetts, John W. Dinneen provides accounting services to clients in the New England region. With over 15 years of experience, Dinneen specializes in basic accounting services, financial planning, and small business accounting, catering to the needs of family-owned enterprises and individuals. His expertise includes payroll processing and compliance, as well as sales tax compliance, ensuring that clients are up-to-date on all tax and regulatory requirements.
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Chin S. Lee
Certified Public Accountant
Verified Licensed
Location Needham, Massachusetts 02492
Located in Needham, Massachusetts, Chin S. Lee provides accounting services to entrepreneurs and startups, as well as businesses with various structures, including S-Corps, partnerships, and LLCs. With over 10 years of experience in small business accounting and individual tax services, Lee offers expertise in basic accounting services, including financial statement preparation and budgeting. Her services also encompass sales tax compliance and retirement account tax reporting, ensuring her clients' financial needs are met with accuracy and attention to detail.
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Freddie G. Jacobs
Certified Public Accountant
Verified Licensed
Location Needham, Massachusetts 02492
Freddie G. Jacobs is a licensed certified public accountant (CPA) based in Needham, Massachusetts, with over 15 years of experience providing accounting services to various industries. His professional expertise lies in general accounting and advisory services, particularly in the areas of basic accounting, business tax services, and small business accounting. Jacobs also specializes in preparing and filing retirement account tax reports, ensuring compliance with IRS regulations and minimizing tax liabilities for his clients.
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Scott Levy
Certified Public Accountant
Verified Licensed
Location Needham, Massachusetts 02492
Based in Needham, Massachusetts, Scott Levy provides accounting and tax services to small and medium-sized businesses, as well as entrepreneurs and startups, with over 15 years of experience. His expertise includes tax compliance, individual tax services, and basic accounting services, with a focus on helping clients navigate complex tax laws and regulations. Scott's services also include retirement account tax reporting and tax planning and consulting, enabling clients to optimize their financial strategies and minimize tax liabilities.

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.