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Waltham
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Waltham
Showing 141 to 150 of 224 CPAs in Waltham, Massachusetts
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Julie Vanderwerken
Certified Public Accountant
Verified Licensed
Location Waltham, Massachusetts 02451
Julie Vanderwerken is a certified public accountant based in Waltham, Massachusetts, with over 10 years of experience providing accounting services to individuals and small to medium-sized businesses. Her practice specializes in basic accounting services, business tax services, and financial planning, helping clients navigate financial complexities and achieve their goals. Notably, Vanderwerken offers comprehensive individual and business tax return preparation, including complex return preparation and representation during audits. Her expertise is particularly valuable to small and medium-sized businesses, as well as individuals and families, seeking reliable financial guidance and support.
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Shan Chen
Certified Public Accountant
Verified Licensed
Location Waltham, Massachusetts 02452
Based in Waltham, Massachusetts, Shan Chen is a certified public accountant with over 10 years of experience providing expert accounting services. Her area of specialization lies in offering basic accounting services and business tax services, as well as ensuring tax compliance for a range of business structures, including S-corps, partnerships, and LLCs. Chen's expertise also extends to representing clients in IRS matters and preparing retirement account tax reports, making her a valuable resource for entrepreneurs and startups navigating complex tax requirements.
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Renee Lentini
Certified Public Accountant
Verified Licensed
Location Waltham, Massachusetts 02451
Renee Lentini is a certified public accountant based in Waltham, Massachusetts, offering expertise in financial matters to various clients. With over 15 years of experience, she specializes in providing basic accounting services, business tax services, and small business accounting solutions to entrepreneurs and startups, as well as small and medium-sized businesses in Massachusetts. Hers services include retirement account tax reporting, bookkeeping, and financial statement compilation.
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Bevin M. Ronayne
Certified Public Accountant
Verified Licensed
Location Waltham, Massachusetts 02453
Based in Waltham, Massachusetts, Bevin M. Ronayne is a seasoned CPA offering specialized accounting and advisory services. With over 20 years of experience, Ronayne provides expertise in financial planning, business tax services, and general accounting to a diverse client base including S-Corps, partnerships, and LLCs. He also offers IRS representation services, helping clients navigate complex tax disputes and ensure compliance with tax regulations.
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Sean Wang
Certified Public Accountant
Verified Licensed
Location Waltham, Massachusetts 02453
Based in Waltham, Massachusetts, Sean Wang is a certified public accountant with over a decade of experience in providing accounting and tax services. He specializes in basic accounting services, individual tax services, and tax compliance, catering to a diverse range of clients, including entrepreneurs and startups, sole proprietors, and various business structures such as S-Corps, partnerships, and LLCs. His services also include IRS representation and tax planning and consulting, helping clients navigate complex tax laws and regulations.
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Gary L. Stack
Certified Public Accountant
Verified Licensed
Location Waltham, Massachusetts 02451
Gary L. Stack is a certified public accountant based in Waltham, Massachusetts, with over 20 years of experience providing financial guidance to small and medium-sized businesses and entrepreneurs. His services include bookkeeping and financial statement compilation, ensuring accurate financial records and compliance with regulatory requirements. Additionally, Stack specializes in basic accounting services, business tax services, and individual tax services, offering expertise in areas such as sales tax compliance.
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Debbie Lee
Certified Public Accountant
Verified Licensed
Location Waltham, Massachusetts 02452
Based in Waltham, Massachusetts, Debbie Lee brings extensive experience in accounting and taxation to her clients. With over 10 years of experience in providing financial guidance, she specializes in basic accounting services, financial planning, and business tax services. Her expertise extends to IRS representation, tax planning and consulting, and she serves individuals and families, as well as various business structures such as S-Corps, Partnerships, and LLCs.
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Jean C. Bedard
Certified Public Accountant
Verified Licensed
Location Waltham, Massachusetts 02452
Based in Waltham, Massachusetts, Jean C. Bedard has been providing accounting services for over 20 years. She specializes in basic accounting services, small business accounting, and tax compliance, with a focus on supporting the financial needs of small and medium-sized businesses. With expertise in handling various business structures, including S-Corps, partnerships, and LLCs, Jean C. Bedard offers individual and business tax return preparation, as well as bookkeeping and financial statement compilation services. She maintains a high level of attention to detail and ensures accurate compliance with tax regulations throughout her work.
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Jeffrey D. Schy Gleeson
Certified Public Accountant
Verified Licensed
Location Waltham, Massachusetts 02452
Located in Waltham, Massachusetts, Jeffrey D. Schy Gleeson provides expert accounting services to family-owned enterprises and various business structures, including S-Corps, partnerships, and LLCs. With over 10 years of experience, he specializes in financial planning, business tax services, and basic accounting services, helping clients navigate complex financial situations. His service repertoire includes tax planning and consulting, bookkeeping, and financial statement compilation, allowing businesses to maintain accurate records and stay compliant with tax regulations.
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Kimberly Casella
Certified Public Accountant
Verified Licensed
Location Waltham, Massachusetts 02452
Kimberly Casella is a licensed certified public accountant (CPA) based in Waltham, Massachusetts, with over a decade of experience in tax preparation and accounting. Her areas of specialization include business tax services, tax compliance, and basic accounting services, making her a valuable resource for entrepreneurs and small to medium-sized businesses in the area. Casella provides individual and business tax return preparation as well as IRS representation to ensure clients are in compliance with tax laws and regulations.

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.