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South Dennis
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South Dennis
Showing 1 to 7 of 7 CPAs in South Dennis, Massachusetts
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David M. Lamb
Certified Public Accountant
Verified Licensed
Location South Dennis, Massachusetts 02660
Based in South Dennis, Massachusetts, David M. Lamb brings extensive experience, specializing in small business accounting and providing business tax services. With over [number of years] years of experience, he serves a diverse range of clients, including family-owned enterprises and various business structures, including S-Corps, partnerships, and LLCs. His expertise includes sales tax compliance and payroll processing and compliance, in addition to basic accounting services.
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Cindy L. Wood
Certified Public Accountant
Verified Licensed
Location South Dennis, Massachusetts 02660
Cindy L. Wood, a licensed CPA and South Dennis, Massachusetts resident, offers expertise in accounting and advisory services to local businesses. With over 15 years of experience in general accounting, tax planning, and consulting, Wood provides individualized support to family-owned enterprises and entrepreneurs operating in the startup phase. Hers areas of specialization include basic accounting services, individual tax services, and business tax services, making her a valuable resource for those seeking comprehensive tax planning and consulting. Her extensive experience has equipped her with a deep understanding of the unique financial challenges faced by her clients, allowing her to provide tailored solutions that meet their specific needs.
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Stephanie D. Lowell
Certified Public Accountant
Verified Licensed
Location South Dennis, Massachusetts 02660
Based in South Dennis, Massachusetts, Stephanie D. Lowell provides general accounting and advisory services to small and medium-sized businesses, entrepreneurs, and startups. With over 10 years of experience in accounting and taxation, Lowell specializes in basic accounting services, small business accounting, and individual tax services, helping clients navigate complex financial situations. Her expertise includes tax planning and consulting, ensuring clients meet their financial obligations and take advantage of available tax incentives. Lowell's services are tailored to meet the unique needs of small businesses and entrepreneurs, providing personalized support and guidance throughout the year.
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Colleen D. Daley
Certified Public Accountant
Verified Licensed
Location South Dennis, Massachusetts 02660
Headquartered in South Dennis, Massachusetts, Colleen D. Daley provides accounting services to entrepreneurs and startup businesses in various structures, including S-Corps, partnerships, and LLCs. With over 15 years of experience, she specializes in basic accounting services, financial planning, and small business accounting, helping clients navigate complex financial regulations. Her expertise extends to payroll processing and compliance, as well as sales tax compliance, ensuring businesses remain in sync with local and federal tax laws.
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Howard B. Kelly
Certified Public Accountant
Verified Licensed
Location South Dennis, Massachusetts 02660
Locally based in South Dennis, Massachusetts, Howard B. Kelly brings over 20 years of accounting expertise to clients. With a specialization in providing basic accounting services, small business accounting, and tax compliance, Kelly helps entrepreneurs and startups navigate complex financial situations. His services include sales tax compliance and retirement account tax reporting, catering to a variety of business structures such as S-Corps, partnerships, and LLCs.
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James F. Cullen
Certified Public Accountant
Verified Licensed
Location South Dennis, Massachusetts 02660
Based in South Dennis, Massachusetts, James F. Cullen provides accounting services to the local business community. With over 15 years of experience, he specializes in basic accounting services, tax compliance, and financial planning for entrepreneurs and family-owned enterprises. His expertise in IRS representation enables him to assist clients with tax-related issues, including audits and negotiations.
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James R. Lopes
Certified Public Accountant
Verified Licensed
Location South Dennis, Massachusetts 02660
Located in South Dennis, Massachusetts, James R. Lopes is a certified public accountant with over 15 years of experience providing financial expertise to entrepreneurs and startups, as well as individuals and families. He specializes in basic accounting services, individual tax services, and business tax services, offering guidance on financial planning, budgeting, and regulatory compliance. Mr. Lopes' expertise also encompasses payroll processing and compliance, helping clients navigate complex tax laws and ensure accurate and timely payments.

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.