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Newton Lower Falls
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Newton Lower Falls
Showing 1 to 10 of 12 CPAs in Newton Lower Falls, Massachusetts
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Robert P. Rivet
Certified Public Accountant
Verified Licensed
Location Newton Lower Falls, Massachusetts 02462
Based in Newton Lower Falls, Massachusetts, Robert P. Rivet offers tax return preparation and compliance services to individuals and businesses. With over a decade of experience, Rivet provides basic accounting services, financial planning, and tax compliance support to various business structures, including S-Corps, partnerships, and LLCs. He also assists individuals and families with sales tax compliance and financial planning, ensuring that their tax obligations are met and their financial goals are on track.
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Kathy Parker
Certified Public Accountant
Verified Licensed
Location Newton Lower Falls, Massachusetts 02462
Kathy Parker is an experienced CPA located in Newton Lower Falls, Massachusetts. With over 10 years of experience, she specializes in providing Basic Accounting Services, Small Business Accounting, and Business Tax Services to entrepreneurs and small to medium-sized businesses. Her expertise includes Sales Tax Compliance, Bookkeeping, and Financial Statement Compilation, making her a valuable resource for businesses seeking accurate financial guidance.
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Sherry T. Davis
Certified Public Accountant
Verified Licensed
Location Newton Lower Falls, Massachusetts 02462
Based in Newton Lower Falls, Massachusetts, Sherry T. Davis is a seasoned certified public accountant (CPA) with over 15 years of experience providing expert financial guidance to individuals and families, as well as family-owned enterprises. Her specialization in basic accounting services, tax compliance, and small business accounting enables her to address the unique needs of each client. Davis offers personalized tax planning and consulting services, helping clients navigate complex tax laws and regulations to achieve their financial goals. With a strong foundation in general accounting and advisory services, Sherry T. Davis serves as a trusted financial advisor to her clients, providing expert guidance and support throughout the year.
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Christopher S. White
Certified Public Accountant
Verified Licensed
Location Newton Lower Falls, Massachusetts 02462
Located in Newton Lower Falls, Massachusetts, Christopher S. White provides comprehensive accounting services to individuals and families, as well as small and medium-sized businesses. With over 10 years of experience, Mr. White specializes in basic accounting services, small business accounting, and business tax services, offering expertise in financial statement compilation and retirement account tax reporting. Mr. White's services address the financial needs of his diverse client base, including bookkeeping and financial statement compilation for individuals and financial planning for small and medium-sized businesses.
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Kathleen J. Casey
Certified Public Accountant
Verified Licensed
Location Newton Lower Falls, Massachusetts 02462
Kathleen J. Casey is a certified public accountant with over 20 years of experience in the field, offering services in IRS representation, bookkeeping, and financial statement compilation from her office in Newton Lower Falls, Massachusetts. Specializing in basic accounting services, financial planning, and individual tax services, Casey has worked with family-owned enterprises and small to medium-sized businesses, helping clients navigate complex financial situations. Her expertise also includes providing financial guidance to help clients achieve their long-term goals, making her a valuable resource for business owners and individuals alike.
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Salvatore P. Falzone
Certified Public Accountant
Verified Licensed
Location Newton Lower Falls, Massachusetts 02462
Salvatore P. Falzone is a certified public accountant (CPA) based in Newton Lower Falls, Massachusetts, with over 15 years of experience in accounting and taxation. His expertise includes providing tax planning and consulting services, as well as preparing individual and business tax returns for clients across various industries, such as S-Corps, partnerships, and LLCs. Falzone specializes in basic accounting services, small business accounting, and tax compliance, making him a valuable resource for entrepreneurs and small business owners. Residents of Newton Lower Falls and surrounding areas can take advantage of his services to ensure compliance with tax laws and regulations.
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Henry Shulman
Certified Public Accountant
Verified Licensed
Location Newton Lower Falls, Massachusetts 02462
Located in Newton Lower Falls, Massachusetts, Henry Shulman provides comprehensive accounting services to individuals and businesses in the region. With over [number] years of experience in the field, he specializes in basic accounting services, tax compliance, and financial planning for various business structures and individuals. Shulman assists clients with tax planning and consulting, ensuring accurate and timely tax reporting, including retirement account tax reporting. He serves businesses and individuals, offering expertise in tax preparation and compliance, financial planning, and general accounting services.
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Stephen A. Kinsella
Certified Public Accountant
Verified Licensed
Location Newton Lower Falls, Massachusetts 02462
Located in Newton Lower Falls, Massachusetts, Stephen A. Kinsella provides expert accounting and tax services to entrepreneurs and startups, as well as family-owned enterprises. With over 15 years of experience in providing individual and business tax return preparation, general accounting and advisory services, he specializes in basic accounting services, small business accounting, and individual tax services. His services cater to the financial needs of diverse clients, offering guidance on tax planning and strategy, financial statement preparation, and budgeting.
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Jie F. Wong
Certified Public Accountant
Verified Licensed
Location Newton Lower Falls, Massachusetts 02462
Jie F. Wong is a certified public accountant based in Newton Lower Falls, Massachusetts. With over 10 years of experience in tax planning and consulting, general accounting, and advisory services, Wong provides expertise to family-owned enterprises and various business structures, including S-Corps, partnerships, and LLCs. Her specializations include basic accounting services, individual tax services, and business tax services, allowing her to cater to diverse client needs. Wong's practice focuses on providing tailored tax planning and consulting services to ensure clients' financial goals are met in accordance with relevant tax laws and regulations.
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Hui L. Yu-Chen
Certified Public Accountant
Verified Licensed
Location Newton Lower Falls, Massachusetts 02462
Located in Newton Lower Falls, Massachusetts, Hui L. Yu-Chen provides accounting services to entrepreneurs and startups, as well as family-owned enterprises. With over 10 years of experience, Hui L. Yu-Chen specializes in basic accounting services, financial planning, and business tax services, offering clients guidance on financial matters. Her expertise includes sales tax compliance and general accounting and advisory services, providing support for financial stability and growth.

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.