Filter Results
Newton Center
Filter Results
Newton Center
Showing 1 to 10 of 90 CPAs in Newton Center, Massachusetts
AW
Alice W. Ng
Certified Public Accountant
Verified Licensed
Location Newton Center, Massachusetts 02459
Alice W. Ng is a certified public accountant based in Newton Center, Massachusetts with over 15 years of experience in accounting and taxation. Her expertise lies in providing basic accounting services, tax compliance, and small business accounting, with a focus on meeting the unique needs of individuals and families as well as small and medium-sized businesses. Ng offers specialized services in payroll processing and compliance, ensuring accurate and timely payment of employee wages and adherence to relevant tax laws.
AW
Adam W. Ochlis
Certified Public Accountant
Verified Licensed
Location Newton Center, Massachusetts 02459
Adam W. Ochlis is a certified public accountant located in Newton Center, Massachusetts, with over two decades of experience in accounting and finance. He specializes in providing basic accounting services, tax compliance, and financial planning to small and medium-sized businesses, as well as entrepreneurs and startups in the region. A significant aspect of Ochlis's practice is his focus on individual and business tax return preparation, including thorough preparation and submission of retirement account tax reports.
RD
Ross D. Fuerman
Certified Public Accountant
Verified Licensed
Location Newton Center, Massachusetts 02459
Ross D. Fuerman is a certified public accountant based in Newton Center, Massachusetts, with over a decade of experience in providing accounting services to a diverse range of clients. His expertise includes individual and business tax return preparation, sales tax compliance, and financial planning, with a focus on supporting entrepreneurs and startups. As a trusted advisor, Fuerman serves businesses with various structures, including S-Corps, partnerships, and LLCs, offering personalized guidance and support to meet their unique needs.
BM
Bradley M. Orelowitz
Certified Public Accountant
Verified Licensed
Location Newton Center, Massachusetts 02459
Based in Newton Center, Massachusetts, Bradley M. Orelowitz has over 20 years of experience as a certified public accountant, providing bookkeeping and financial statement compilation services to small businesses and individuals. With a focus on basic accounting services, small business accounting, and individual tax services, Orelowitz prepares and files individual and business tax returns, ensuring compliance with all applicable laws and regulations. His expertise has been sought after by entrepreneurs and startups, as well as individuals and families requiring customized financial guidance.
GJ
George J. Marshall
Certified Public Accountant
Verified Licensed
Location Newton Center, Massachusetts 02459
George J. Marshall is a certified public accountant based in Newton Center, Massachusetts, with over 15 years of experience providing accounting services to small and medium-sized businesses. He specializes in basic accounting services, including bookkeeping and financial statement compilation, as well as individual and business tax return preparation. Marshall also serves family-owned enterprises, offering a range of tax services tailored to meet the needs of his clients.
RA
Richard A. Levine
Certified Public Accountant
Verified Licensed
Location Newton Center, Massachusetts 02459
Located in Newton Center, Massachusetts, Richard A. Levine is a certified public accountant offering his expertise to individuals and businesses in the region. With over 15 years of experience in tax preparation and compliance, he provides specialized services in individual tax services, tax compliance, and basic accounting services, catering to various business structures such as S-Corps, partnerships, and LLCs. Richard's expertise includes preparing individual and business tax returns, as well as managing retirement account tax reporting, making him a valuable resource for entrepreneurs and startups navigating tax regulations. He stays up-to-date with the latest tax laws and regulations, ensuring his clients receive accurate and timely tax advice and services.
BA
Beth A. Strollo
Certified Public Accountant
Verified Licensed
Location Newton Center, Massachusetts 02459
Beth A. Strollo is a certified public accountant based in Newton Center, Massachusetts, with over 15 years of experience serving the tax and accounting needs of small and medium-sized businesses, entrepreneurs, and startups. Her practice focuses on individual and business tax return preparation, as well as IRS representation, and she holds specialization in basic accounting services, individual tax services, and tax compliance. With expertise in tax planning and compliance, Strollo helps clients navigate complex tax laws and regulations, ensuring accurate and timely tax filings and minimizing potential audit risks.
F
Frank Wolpe
Certified Public Accountant
Verified Licensed
Location Newton Center, Massachusetts 02459
Based in Newton Center, Massachusetts, Frank Wolpe has over 10 years of experience providing accounting services to entrepreneurs and startups, as well as individuals and families. His expertise includes financial planning, business tax services, and basic accounting services, such as sales tax compliance and retirement account tax reporting. Frank Wolpe offers personalized support to help clients navigate complex tax laws and achieve their financial goals, with a focus on business and individual tax strategies.
B
Bernadette Geis
Certified Public Accountant
Verified Licensed
Location Newton Center, Massachusetts 02459
Bernadette Geis is a certified public accountant based in Newton Center, Massachusetts, with over 15 years of experience in providing accounting services to small and medium-sized businesses, as well as various business structures. Her expertise includes basic accounting services, business tax services, and financial planning, with a focus on helping clients navigate complex tax regulations and maintain accurate financial records. Among her services, Geis offers comprehensive retirement account tax reporting, ensuring that clients' pension and retirement plans are in compliance with tax laws and regulations.
MD
Marc D. Scherr
Certified Public Accountant
Verified Licensed
Location Newton Center, Massachusetts 02459
Based in Newton Center, Massachusetts, Marc D. Scherr is a certified public accountant with over 20 years of experience. His specialization includes providing basic accounting services, business tax services, and tax compliance for various industries, particularly entrepreneurs and startups, and small to medium-sized businesses. Additionally, Scherr represents clients in front of the IRS and offers tax planning and consulting services to help individuals and businesses navigate tax-related complexities.

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.