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Upton
Filter Results
Upton
Showing 1 to 10 of 16 CPAs in Upton, Massachusetts
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Kristina Patrick
Certified Public Accountant
Verified Licensed
Location Upton, Massachusetts 01568
Kristina Patrick, a Certified Public Accountant with over 10 years of experience, offers tax planning and consulting services to individuals and busin...
LJ
Laura J. Cole
Certified Public Accountant
Verified Licensed
Location Upton, Massachusetts 01568
Based in Upton, Massachusetts, Laura J. Cole brings over 15 years of experience in providing expert accounting services. With a focus on serving famil...
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Melissa Fletcher
Certified Public Accountant
Verified Licensed
Location Upton, Massachusetts 01568
With over 10 years of experience in public accounting, Melissa Fletcher provides a range of financial services to individuals and businesses in Upton,...
SM
Stephen M. Oconnell
Certified Public Accountant
Verified Licensed
Location Upton, Massachusetts 01568
Based in Upton, Massachusetts, Stephen M. Oconnell has been providing accounting services for over a decade, offering expertise in general accounting...
ML
Melissa L. Lamotte
Certified Public Accountant
Verified Licensed
Location Upton, Massachusetts 01568
Melissa L. Lamotte is a certified public accountant based in Upton, Massachusetts, with over 15 years of experience serving various business structure...
WE
William E. Quirk
Certified Public Accountant
Verified Licensed
Location Upton, Massachusetts 01568
Based in Upton, Massachusetts, William E. Quirk is a seasoned certified public accountant with over 15 years of experience. His expertise spans basic...
RC
Rolando C. Lassalle
Certified Public Accountant
Verified Licensed
Location Upton, Massachusetts 01568
Based in Upton, Massachusetts, Rolando C. Lassalle has over 25 years of experience in public accounting. He specializes in providing tax planning and...
LF
Laurence F. Mulhern
Certified Public Accountant
Verified Licensed
Location Upton, Massachusetts 01568
Practicing as a certified public accountant in Upton, Massachusetts, Laurence F. Mulhern has more than 15 years of experience serving the financial ne...
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Manlei Pun
Certified Public Accountant
Verified Licensed
Location Upton, Massachusetts 01568
Based in Upton, Massachusetts, Manlei Pun is a seasoned CPA with over 15 years of experience providing accounting services to family-owned enterprises...
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Patrick J. Davidshofer
Certified Public Accountant
Verified Licensed
Location Upton, Massachusetts 01568
Patrick J. Davidshofer is a certified public accountant based in Upton, Massachusetts. With over 10 years of experience, he provides comprehensive ser...

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.