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Orleans
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Orleans
Showing 1 to 6 of 6 CPAs in Orleans, Massachusetts
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Donald L. Poyant
Certified Public Accountant
Verified Licensed
Location Orleans, Massachusetts 02653
Donald L. Poyant, a certified public accountant based in Orleans, Massachusetts, provides financial expertise to small and medium-sized businesses, as well as various business structures, including S-Corps, partnerships, and LLCs. With over 20 years of experience, Poyant offers specialized services in basic accounting, small business accounting, and individual tax preparation, catering to the diverse needs of his clients. Donald L. Poyant's services include sales tax compliance, bookkeeping, and financial statement compilation, helping businesses maintain accurate financial records and stay compliant with regulatory requirements.
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Nicole Whitehill
Certified Public Accountant
Verified Licensed
Location Orleans, Massachusetts 02653
Based in Orleans, Massachusetts, Nicole Whitehill provides accounting and advisory services to businesses and individuals in the area. With over 8 years of experience in the field, her expertise lies in general accounting, financial planning, and small business accounting. Her specialization includes assisting with payroll processing and compliance, as well as providing guidance on tax strategies for various business structures such as S-corps, partnerships, and LLCs. Whitehill focuses on building long-term relationships with her clients, offering personalized support and tailored financial solutions to meet their unique needs.
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Robert N. Storey
Certified Public Accountant
Verified Licensed
Location Orleans, Massachusetts 02653
Robert N. Storey is a certified public accountant based in Orleans, Massachusetts, with over 15 years of experience in providing accounting and financial services to individuals and families. His practice specializes in basic accounting services, financial planning, and individual tax services, catering to the needs of family-owned enterprises and individuals in the region. Storey's services include bookkeeping and financial statement compilation, as well as payroll processing and compliance, ensuring his clients' financial records are accurate and up-to-date.
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A. P. Franz
Certified Public Accountant
Verified Licensed
Location Orleans, Massachusetts 02653
Based in Orleans, Massachusetts, A. P. Franz is a certified public accountant with over 20 years of experience. The firm specializes in providing basic accounting services, individual tax services, and financial planning to entrepreneurs and small to medium-sized businesses in the region. Services offered include general accounting and advisory, as well as payroll processing and compliance to meet the diverse needs of its clients. A. P. Franz stays up-to-date with the latest tax laws and regulations to ensure accurate and timely tax preparations and filings.
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Glen A. Southwick
Certified Public Accountant
Verified Licensed
Location Orleans, Massachusetts 02653
Glen A. Southwick is a qualified certified public accountant based in Orleans, Massachusetts, with a significant amount of experience in the field dating back to 2002. He specializes in providing basic accounting services, business tax services, and financial planning to entrepreneurs and startups, as well as individuals and families. His services include bookkeeping and financial statement compilation, as well as general accounting and advisory services, to help clients navigate various aspects of their financial situations.
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Brendan J. Okeefe
Certified Public Accountant
Verified Licensed
Location Orleans, Massachusetts 02653
Brendan J. Okeefe is a certified public accountant based in Orleans, Massachusetts, with over 10 years of experience providing financial services to various clients. He specializes in basic accounting services, individual tax services, and business tax services, catering to the needs of entrepreneurs and startups, as well as individuals and families. Okeefe's accounting services include sales tax compliance, bookkeeping, and financial statement compilation, serving as a valuable resource for clients seeking accurate and timely financial guidance.

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.