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Newtonville
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Newtonville
Showing 11 to 20 of 29 CPAs in Newtonville, Massachusetts
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Kyle M. Britto
Certified Public Accountant
Verified Licensed
Location Newtonville, Massachusetts 02460
Kyle M. Britto is a licensed CPA providing accounting services to businesses in the Newtonville, Massachusetts area. With over 10 years of experience, Britto specializes in basic accounting services, financial planning, and tax compliance, offering comprehensive financial guidance to entrepreneurs and family-owned enterprises. His expertise in sales tax compliance ensures that clients meet their obligations and minimize potential liabilities, making him a valuable resource for businesses navigating complex tax regulations. Britto's services include general accounting, advisory, and financial planning, helping clients achieve their financial goals and navigate the complexities of financial management.
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Susan J. Poole
Certified Public Accountant
Verified Licensed
Location Newtonville, Massachusetts 02460
Susan J. Poole is a certified public accountant with over ten years of experience serving family-owned enterprises and small to medium-sized businesses in the Newtonville, Massachusetts area. Her expertise lies in providing basic accounting services, including bookkeeping and financial statement compilation, as well as small business accounting and financial planning. One of her notable services is retirement account tax reporting, which helps clients navigate the complexities of pension and retirement account taxation. Poole's extensive experience in accounting has equipped her with a deep understanding of financial regulations and tax laws, allowing her to offer tailored guidance to her clients.
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Jill M. Ryan
Certified Public Accountant
Verified Licensed
Location Newtonville, Massachusetts 02460
Jill M. Ryan is a certified public accountant based in Newtonville, Massachusetts with over 15 years of experience providing financial guidance to individuals and businesses. Her expertise spans basic accounting services, financial planning, and business tax services, with a focus on serving a diverse range of clients, including individuals, families, and various business structures such as S-Corps, partnerships, and LLCs. Ryan also specializes in sales tax compliance and IRS representation, helping clients navigate complex tax regulations and resolve disputes with the tax authority.
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Allen J. Wong
Certified Public Accountant
Verified Licensed
Location Newtonville, Massachusetts 02460
Allen J. Wong, a certified public accountant, provides financial guidance to family-owned enterprises and entrepreneurs in Newtonville, Massachusetts. With over 12 years of experience in basic accounting services, he specializes in small business accounting and individual tax services, offering tailored solutions to meet the unique needs of each client. Wong's expertise extends to payroll processing and compliance, as well as IRS representation, helping businesses and individuals navigate complex tax issues.
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Janet M. Lehman
Certified Public Accountant
Verified Licensed
Location Newtonville, Massachusetts 02460
With over 12 years of experience in public accounting, Janet M. Lehman provides expert tax planning and consulting services to small and medium-sized businesses in the Newtonville, Massachusetts area. Specializing in tax compliance, individual tax services, and basic accounting services, Lehman's expertise spans various business structures, including S-Corps, partnerships, and LLCs. She assists clients with sales tax compliance, helping them meet regulatory requirements and avoid potential penalties.
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Stephen J. Gunzburger
Certified Public Accountant
Verified Licensed
Location Newtonville, Massachusetts 02460
Based in Newtonville, Massachusetts, Stephen J. Gunzburger is a seasoned accountant with over 20 years of experience serving the tax and accounting needs of family-owned enterprises and various business structures. His specialization in basic accounting services, business tax services, and financial planning enables him to provide comprehensive support to clients across different industries. Notably, Gunzburger offers specialized services in sales tax compliance and retirement account tax reporting, helping clients navigate complex tax regulations.
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Jason M. Horne
Certified Public Accountant
Verified Licensed
Location Newtonville, Massachusetts 02460
Based in Newtonville, Massachusetts, Jason M. Horne has over twelve years of experience as a certified public accountant, providing tax compliance and financial guidance to entrepreneurs and small to medium-sized businesses in the local area. His areas of specialization include basic accounting services, individual tax services, and tax compliance, ensuring that clients' financial records are accurate and up-to-date. Horne also offers representation before the IRS and provides specialized tax reporting services for retirement accounts, helping clients navigate complex tax laws and regulations.
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Francis J. Loftus
Certified Public Accountant
Verified Licensed
Location Newtonville, Massachusetts 02460
Francis J. Loftus, a certified public accountant, has been serving business clients in Newtonville, Massachusetts, since 2007. His accounting firm provides payroll processing and compliance, addressing the often-overlooked aspect of business management, and ensures accurate sales tax compliance, mitigating potential penalties and fines. With expertise in basic accounting services, small business accounting, and business tax services, Loftus offers tailored support to entrepreneurs and startups, as well as various business structures, including S-corp, partnership, and LLC organizations.
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Gregory P. Csikos
Certified Public Accountant
Verified Licensed
Location Newtonville, Massachusetts 02460
Gregory Csikos is a certified public accountant based in Newtonville, Massachusetts, with over 20 years of experience providing expert tax and financial services to family-owned enterprises and small to medium-sized businesses. His areas of specialization include basic accounting services, business tax services, and financial planning, helping clients navigate complex financial situations with confidence.
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Jordan R. Helter
Certified Public Accountant
Verified Licensed
Location Newtonville, Massachusetts 02460
Located in Newtonville, Massachusetts, Jordan R. Helter is a certified public accountant with over 15 years of experience, providing accounting services to family-owned enterprises and small and medium-sized businesses. With expertise in basic accounting services, business tax services, and small business accounting, he offers comprehensive tax planning and consulting, as well as general accounting and advisory services to support clients' fiscal needs. His experience encompasses a broad spectrum of accounting functions, from financial statement preparation and budgeting to tax planning and compliance.

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.