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Newton Center
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Newton Center
Showing 61 to 70 of 90 CPAs in Newton Center, Massachusetts
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James G. Thompson
Certified Public Accountant
Verified Licensed
Location Newton Center, Massachusetts 02459
James G. Thompson is a certified public accountant based in Newton Center, Massachusetts, with over 15 years of experience in providing accounting services to various business structures, including S-Corps, partnerships, and LLCs. He specializes in basic accounting services, business tax services, and financial planning, offering expertise to family-owned enterprises and individuals in need of financial guidance. Thompson's services include retirement account tax reporting, bookkeeping, and financial statement compilation, helping clients navigate complex tax laws and financial regulations.
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Barbara Y. Chan
Certified Public Accountant
Verified Licensed
Location Newton Center, Massachusetts 02459
Based in Newton Center, Massachusetts, Barbara Y. Chan is a certified public accountant with over 15 years of experience providing financial guidance to a diverse range of businesses. Her specialization in basic accounting services, business tax services, and financial planning enables her to effectively manage financial records, minimize tax liabilities, and help clients achieve long-term financial stability. Chan's expertise also extends to various business structures, including S-Corps, partnerships, and LLCs, as well as family-owned enterprises, providing comprehensive support for entities of all sizes and complexities.
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April Bergstrom
Certified Public Accountant
Verified Licensed
Location Newton Center, Massachusetts 02459
Based in Newton Center, Massachusetts, April Bergstrom is a certified public accountant with over 15 years of experience. She focuses on providing customized accounting solutions to individuals and families, as well as small and medium-sized businesses across various industries. Her services include retirement account tax reporting, sales tax compliance, and a range of basic accounting services such as financial statement preparation and budget planning. April's specialization in small business accounting and individual tax services enables her to deliver tailored support to her clients, helping them navigate complex financial matters with confidence.
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Marie E. Fredrick
Certified Public Accountant
Verified Licensed
Location Newton Center, Massachusetts 02459
Located in Newton Center, Massachusetts, Marie E. Fredrick offers specialized accounting and tax services to clients in the region. With over years of experience providing financial guidance, she serves small and medium-sized businesses, as well as individuals, across various business structures, including S-Corps, partnerships, and LLCs. Her expertise includes retirement account tax reporting, tax planning and consulting, and basic accounting services, catering to the diverse needs of her clients. Marie E. Fredrick's services are designed to support the financial well-being of her clients, helping them navigate complex tax regulations and accounting requirements.
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Nicholas J. Pelletier
Certified Public Accountant
Verified Licensed
Location Newton Center, Massachusetts 02459
Nicholas J. Pelletier is a certified public accountant (CPA) based in Newton Center, Massachusetts. With over 10 years of experience in public accounting, he specializes in providing basic accounting services, small business accounting, and individual tax services to his clients. Pelletier's expertise serves the needs of small and medium-sized businesses, as well as family-owned enterprises, offering services such as individual and business tax return preparation, and retirement account tax reporting. His services cater to the diverse financial needs of clients in Newton Center and surrounding areas, ensuring accurate and timely completion of tax and accounting requirements.
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Adrianne A. Medeiros
Certified Public Accountant
Verified Licensed
Location Newton Center, Massachusetts 02459
Based in Newton Center, Massachusetts, Adrianne A. Medeiros is a certified public accountant with years of experience serving entrepreneurs and startups, as well as individuals and families. Her services include general accounting and advisory, retirement account tax reporting, and individual tax services, catering to diverse financial needs. Specializing in basic accounting services, financial planning, and individual tax services, Adrianne Medeiros provides tailored expertise to ensure clients' financial stability and security.
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Barry S. Bergman
Certified Public Accountant
Verified Licensed
Location Newton Center, Massachusetts 02459
Based in Newton Center, Massachusetts, Barry S. Bergman provides comprehensive accounting services to clients across various business structures. With over 20 years of experience in accounting and taxation, Bergman offers expertise in Individual & Business Tax Return Preparation, Bookkeeping, and Financial Statement Compilation, catering to family-owned enterprises and diverse business structures, including S-Corps, Partnerships, and LLCs. Bergman's services also encompass Basic Accounting, Small Business Accounting, and Business Tax Services, supporting clients in maintaining financial stability and compliance.
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Theodore S. Samet
Certified Public Accountant
Verified Licensed
Location Newton Center, Massachusetts 02459
Theodore S. Samet is a certified public accountant based in Newton Center, Massachusetts, with over 25 years of experience providing financial guidance to small and medium-sized businesses. Specializing in tax compliance, financial planning, and basic accounting services, Samet serves clients with various business structures, including S-Corps, partnerships, and LLCs. His expertise extends to bookkeeping and financial statement compilation, as well as retirement account tax reporting, helping business owners navigate complex financial regulations and make informed decisions.
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Elliott H. Puretz
Certified Public Accountant
Verified Licensed
Location Newton Center, Massachusetts 02459
Based in Newton Center, Massachusetts, Elliott H. Puretz is a licensed CPA with extensive experience in tax preparation and consulting. With over 15 years of experience in the field, he specializes in providing basic accounting services, tax compliance, and individual tax services to family-owned enterprises and small and medium-sized businesses. His expertise also encompasses tax planning and consulting, enabling him to offer tailored guidance to individuals and businesses seeking to optimize their tax strategies.
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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.

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.