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North Reading
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North Reading
Showing 51 to 60 of 88 CPAs in North Reading, Massachusetts
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John P. Sannella
Certified Public Accountant
Verified Licensed
Location North Reading, Massachusetts 01864
Based in North Reading, Massachusetts, John P. Sannella is a CPA with over 20 years of experience providing accounting and tax services to various business structures, including S-Corps, partnerships, and LLCs. His specialization in individual tax services and tax compliance supports entrepreneurs and startups navigating complex financial landscapes. Services offered by Mr. Sannella include payroll processing and compliance, as well as sales tax compliance, helping businesses maintain financial stability and avoid potential pitfalls.
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Shannon L. Poplaski
Certified Public Accountant
Verified Licensed
Location North Reading, Massachusetts 01864
Shannon L. Poplaski is a certified public accountant (CPA) based in North Reading, Massachusetts, with over 15 years of experience serving the tax and accounting needs of individuals and families in the community. Her areas of specialization include basic accounting services, financial planning, and business tax services, catering to the unique needs of family-owned enterprises. Poplaski's expertise also extends to retirement account tax reporting, ensuring that her clients are in compliance with tax laws and regulations.
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Dario O. Cornelio
Certified Public Accountant
Verified Licensed
Location North Reading, Massachusetts 01864
Dario O. Cornelio is a certified public accountant with over 15 years of experience in providing financial guidance and services to a diverse range of clients. Based in North Reading, Massachusetts, he specializes in individual tax services, financial planning, and basic accounting services for entrepreneurs and family-owned enterprises. His expertise also includes sales tax compliance and IRS representation, making him a valuable resource for businesses navigating complex tax laws and regulations.
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Aaron Agarwal
Certified Public Accountant
Verified Licensed
Location North Reading, Massachusetts 01864
Aaron Agarwal, a seasoned accountant with over 10 years of experience, serves clients in North Reading, Massachusetts. His expertise includes tax planning and consulting, as well as IRS representation, which has benefited numerous entrepreneurs and startups in various business structures, including S-Corps, partnerships, and LLCs. With a focus on providing comprehensive basic accounting services and ensuring tax compliance, Agarwal assists small business owners navigate complex financial regulations. Based on his specialization in small business accounting, he has developed a unique ability to help clients understand financial trends and make informed decisions.
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Jamie K. Moschella
Certified Public Accountant
Verified Licensed
Location North Reading, Massachusetts 01864
Based in North Reading, Massachusetts, Jamie K. Moschella is a certified public accountant with over 15 years of experience in providing tax and accounting services to individuals and businesses. Her expertise lies in individual and business tax return preparation, as well as tax planning and consulting, catering to the needs of individuals and families, and entrepreneurs and startups. Moschella is well-versed in basic accounting services, tax compliance, and business tax services, offering specialized guidance to clients navigating complex financial situations.
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Amy L. Bartram
Certified Public Accountant
Verified Licensed
Location North Reading, Massachusetts 01864
Located in North Reading, Massachusetts, Amy L. Bartram provides tailored accounting and tax services to small and medium-sized businesses and family-owned enterprises. With over 15 years of experience in basic accounting, small business accounting, and business tax services, Bartram offers individual and business tax return preparation as well as tax planning and consulting. Her services are designed to meet the unique financial needs of small businesses and family-owned enterprises, including budgeting, financial statement preparation, and business tax consulting.
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Elizabeth Linardos
Certified Public Accountant
Verified Licensed
Location North Reading, Massachusetts 01864
Elizabeth Linardos is a certified public accountant based in North Reading, Massachusetts, with over 15 years of experience in providing financial guidance to individuals and small to medium-sized businesses. She specializes in basic accounting services, financial planning, and individual tax services, helping clients navigate complex tax regulations and make informed financial decisions. Linardos is also experienced in representing clients before the IRS and providing retirement account tax reporting services, ensuring compliance and minimizing tax liabilities.
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Wendy M. Demonico
Certified Public Accountant
Verified Licensed
Location North Reading, Massachusetts 01864
Based in North Reading, Massachusetts, Wendy M. Demonico is a certified public accountant with over a decade of experience in providing financial guidance to individuals and family-owned enterprises. Her practice focuses on retirement account tax reporting, tax planning and consulting, and financial planning, with a specialization in basic accounting services, business tax services, and financial planning. Demonico's expertise spans various industries, including family-owned enterprises and individuals and families, with an emphasis on understanding the unique financial needs of each client.
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Lisa M. Silva Levine
Certified Public Accountant
Verified Licensed
Location North Reading, Massachusetts 01864
With over two decades of experience in accounting and taxation, Lisa M. Silva Levine provides expert guidance to family-owned enterprises and various business structures, including S-Corps, partnerships, and LLCs, in North Reading, Massachusetts. Hers services encompass comprehensive tax planning and consulting, as well as the preparation of individual and business tax returns, tailored to meet the distinct needs of each client. Her expertise lies in basic accounting services, individual tax services, and business tax services, allowing her to effectively address the diverse needs of her clients, from financial planning to tax compliance.
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Brenda A. Lessard
Certified Public Accountant
Verified Licensed
Location North Reading, Massachusetts 01864
Brenda A. Lessard, a certified public accountant based in North Reading, Massachusetts, provides expert accounting guidance to entrepreneurs and startups, as well as small and medium-sized businesses. With over 15 years of experience in general accounting and advisory services, Lessard offers bookkeeping and financial statement compilation, supporting the financial needs of her clients. Her specialization in basic accounting services, small business accounting, and individual tax services enables her to address a broad range of financial concerns and needs.

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.