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Needham
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Needham
Showing 1 to 10 of 147 CPAs in Needham, Massachusetts
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Kevin J. Morrissey
Certified Public Accountant
Verified Licensed
Location Needham, Massachusetts 02492
Based in Needham, Massachusetts, Kevin J. Morrissey is a seasoned public accountant with over 15 years of experience in providing expert accounting and tax services to individuals and families, as well as family-owned enterprises. His areas of specialization include basic accounting services, small business accounting, and individual tax services, reflecting his commitment to meeting the diverse needs of his clients. Morrissey's expertise encompasses retirement account tax reporting and tax planning and consulting, helping clients navigate complex tax issues and optimize their financial situations.
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Yanina Reid
Certified Public Accountant
Verified Licensed
Location Needham, Massachusetts 02492
Yanina Reid, a certified public accountant with over 12 years of experience, serves the financial needs of small and medium-sized businesses in Needham, Massachusetts. Her expertise lies in providing basic accounting services, small business accounting, and business tax services to clients across various business structures, including S-corps, partnerships, and LLCs. Reid's services also encompass payroll processing and compliance, as well as general accounting and advisory support, helping clients navigate complex financial issues and ensure compliance with regulatory requirements.
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Helen T. Hedberg
Certified Public Accountant
Verified Licensed
Location Needham, Massachusetts 02492
Helen T. Hedberg is a certified public accountant based in Needham, Massachusetts, with more than 15 years of experience in providing financial guidance to small and medium-sized businesses, entrepreneurs, and startups. Her expertise includes basic accounting services, such as bookkeeping, budgeting, and financial statement preparation, as well as business tax services, including tax planning and compliance. Ms. Hedberg also offers IRS representation, helping clients navigate complex tax issues and resolve disputes with the government.
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Daniel J. Brennan
Certified Public Accountant
Verified Licensed
Location Needham, Massachusetts 02492
Based in Needham, Massachusetts, Daniel J. Brennan serves clients across various business structures, including S-Corporations, partnerships, and LLCs. With over 10 years of experience, Brennan specializes in basic accounting services, financial planning, and individual tax services, helping entrepreneurs and startups navigate their financial needs. His expertise extends to general accounting and advisory services, as well as individual and business tax return preparation, making him a valuable resource for businesses and individuals in the region.
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Michelle C. Oconnell
Certified Public Accountant
Verified Licensed
Location Needham, Massachusetts 02492
Based in Needham, Massachusetts, Michelle C. Oconnell is a certified public accountant with over 10 years of experience. Her expertise includes tax planning and consulting, as well as sales tax compliance, serving a diverse range of clients including family-owned enterprises and individuals. Oconnell's specialized services encompass basic accounting, tax compliance, and individual tax services, allowing her to cater to the unique needs of her clients. Serving the local community with her tax and accounting expertise, she provides personalized solutions and expert guidance to help individuals and families achieve their financial goals.
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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.
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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.
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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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Stuart F. Myers
Certified Public Accountant
Verified Licensed
Location Needham, Massachusetts 02492
Based in Needham, Massachusetts, Stuart F. Myers provides comprehensive accounting solutions to a diverse client base. With over 15 years of experience, he specializes in Basic Accounting Services, Financial Planning, and Individual Tax Services. His expertise extends to Payroll Processing & Compliance and Tax Planning & Consulting, serving clients in various industries, including Entrepreneurs and Startups, and Individuals and Families. Stuart F. Myers' proficiency in these areas enables clients to navigate complex financial issues with confidence.
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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.

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.