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Pembroke
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Pembroke
Showing 1 to 10 of 61 CPAs in Pembroke, Massachusetts
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Kelli S. Sullivan
Certified Public Accountant
Verified Licensed
Location Pembroke, Massachusetts 02359
Ms. Sullivan has been a certified public accountant for over 15 years, serving small and medium-sized businesses in Pembroke, Massachusetts. Her areas of specialization include basic accounting services, small business accounting, and business tax services, covering financial planning and compliance for entrepreneurs and startups. Ms. Sullivan's expertise includes sales tax compliance, which involves ensuring accurate and timely payment of sales tax liabilities for clients, in addition to general accounting and advisory services. She maintains membership with the American Institute of Certified Public Accountants (AICPA) and adheres to industry standards and regulations.
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Jesse C. Winter
Certified Public Accountant
Verified Licensed
Location Pembroke, Massachusetts 02359
Jesse C. Winter is a certified public accountant based in Pembroke, Massachusetts, with over a decade of experience in assisting individuals and families with their financial needs. Specializing in basic accounting services, tax compliance, and individual tax services, Winter provides expert guidance on tax planning, preparation, and representation before the IRS. His services include sales tax compliance, addressing the unique needs of entrepreneurs and startups in Pembroke and the surrounding areas.
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Connor R. Shea
Certified Public Accountant
Verified Licensed
Location Pembroke, Massachusetts 02359
Connor R. Shea is a certified public accountant based in Pembroke, Massachusetts, with over 15 years of experience serving entrepreneurs and startups, as well as individuals and families. His professional background includes providing basic accounting services, business tax services, and financial planning to clients in need of tailored guidance. Shea's services encompass payroll processing and compliance, along with sales tax compliance, ensuring that his clients remain in alignment with all relevant regulations.
MJ
Maura J. Steele
Certified Public Accountant
Verified Licensed
Location Pembroke, Massachusetts 02359
Maura J. Steele is a certified public accountant based in Pembroke, Massachusetts. With over 15 years of experience in providing accounting services to various business structures, including S-Corps, partnerships, and LLCs, as well as individual and family clients, she offers expertise in basic accounting services, financial planning, and individual tax services. She prepares individual and business tax returns, and also handles retirement account tax reporting, ensuring compliance with tax laws and regulations. Her services cater to a diverse range of clients in Pembroke and surrounding areas, providing tailored advice and support for their accounting needs.
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Christopher L. Barlow
Certified Public Accountant
Verified Licensed
Location Pembroke, Massachusetts 02359
Pembroke, Massachusetts-based CPA Christopher L. Barlow provides tax and accounting services to individuals and families, as well as small and medium-sized businesses. With over 20 years of experience, Barlow offers a range of services including basic accounting, small business accounting, and business tax services. His specialization in tax representation, particularly in front of the IRS, has helped numerous clients navigate complex tax issues and avoid costly penalties. He also provides retirement account tax reporting and serves various business structures, including S-Corps, partnerships, and LLCs.
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Dale P. Southworth
Certified Public Accountant
Verified Licensed
Location Pembroke, Massachusetts 02359
Dale P. Southworth, a certified public accountant, has been serving clients in Pembroke, Massachusetts, since 2005. His areas of specialization include basic accounting services, individual tax services, and financial planning, making him a valuable resource for businesses and individuals. With experience working with various business structures, such as S-Corps, partnerships, and LLCs, Southworth is equipped to handle the accounting needs of small and medium-sized businesses. He also provides IRS representation services, helping clients navigate complex tax issues and resolve disputes.
CJ
Craig J. Ohara
Certified Public Accountant
Verified Licensed
Location Pembroke, Massachusetts 02359
Craig J. Ohara is a certified public accountant (CPA) serving individuals and businesses in Pembroke, Massachusetts. With over 20 years of experience, he specializes in providing basic accounting services, small business accounting, and financial planning to a diverse range of clients, including entrepreneurs and startups. His practice focuses on helping various business structures, such as S-Corps, partnerships, and LLCs, with their financial needs, including IRS representation, bookkeeping, and financial statement compilation.
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Brian A. Christie
Certified Public Accountant
Verified Licensed
Location Pembroke, Massachusetts 02359
Brian A. Christie is a certified public accountant based in Pembroke, Massachusetts. With over 15 years of experience in accounting and taxation, Christie offers specialized services to meet the diverse needs of his clients, including those in small and medium-sized businesses and family-owned enterprises. His areas of expertise include basic accounting services, individual tax services, and tax compliance, helping clients navigate complex financial situations. Additionally, Christie provides IRS representation for individuals and businesses facing tax-related issues, ensuring they receive fair treatment and resolution.
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Mara F. Roche
Certified Public Accountant
Verified Licensed
Location Pembroke, Massachusetts 02359
Mara F. Roche is a skilled accountant based in Pembroke, Massachusetts, with over 15 years of experience serving diverse clients in various business structures, including S-Corps, partnerships, and LLCs. Her areas of specialization include basic accounting services, business tax services, and small business accounting, with a focus on helping family-owned enterprises maintain financial stability and compliance. She provides customized tax planning and consulting services, as well as expert guidance on retirement account tax reporting, to ensure her clients' financial well-being.
CA
Craig A. Messner
Certified Public Accountant
Verified Licensed
Location Pembroke, Massachusetts 02359
Craig A. Messner is a Certified Public Accountant based in Pembroke, Massachusetts, with over 20 years of experience providing financial expertise to his clients. Specializing in basic accounting services, business tax services, and individual tax services, he works with a range of clients, including small and medium-sized businesses, entrepreneurs, and startups. One notable aspect of Messner's practice is his extensive knowledge of retirement account tax reporting, helping clients navigate complex tax requirements and optimize their financial situation.

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.