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Waltham
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Waltham
Showing 151 to 160 of 224 CPAs in Waltham, Massachusetts
JC
Jessica C. Coppola
Certified Public Accountant
Verified Licensed
Location Waltham, Massachusetts 02451
Based in Waltham, Massachusetts, Jessica C. Coppola is a certified public accountant with a strong foundation in general accounting and advisory services. With over a decade of experience, she provides expert guidance on bookkeeping and financial statement compilation, helping clients navigate complex financial landscapes. Her specialization in individual and business tax services, including S-Corps, partnerships, and LLCs, enables her to deliver tailored support to various business structures and individuals.
PR
Paul R. Norman
Certified Public Accountant
Verified Licensed
Location Waltham, Massachusetts 02451
Paul R. Norman is a certified public accountant with extensive experience in individual and business tax return preparation, as well as IRS representation. With over 15 years of experience, he specializes in providing basic accounting services, small business accounting, and individual tax services to entrepreneurs and startups, as well as individuals and families. Based in Waltham, Massachusetts, Norman's expertise helps clients navigate complex financial situations and ensure compliance with tax laws and regulations.
KA
Katherine A. Wood
Certified Public Accountant
Verified Licensed
Location Waltham, Massachusetts 02453
Katherine A. Wood is a certified public accountant with over 15 years of experience in providing accounting services to small and medium-sized businesses in the Waltham, Massachusetts area. Her specialization includes basic accounting services, small business accounting, and financial planning, enabling her to cater to a diverse range of clients. She offers bookkeeping and financial statement compilation, as well as payroll processing and compliance services to help businesses maintain accurate financial records and stay compliant with regulatory requirements.
JH
James H. Allen
Certified Public Accountant
Verified Licensed
Location Waltham, Massachusetts 02451
Based in Waltham, Massachusetts, James H. Allen provides comprehensive accounting services to the local business community. With over 15 years of experience, he offers a range of specialized services, including Sales Tax Compliance and Payroll Processing & Compliance. His areas of expertise include Basic Accounting Services, Small Business Accounting, and Financial Planning, catering to the needs of Small and Medium-Sized Businesses, Entrepreneurs, and Startups.
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Bryan Hurwitz
Certified Public Accountant
Verified Licensed
Location Waltham, Massachusetts 02453
Bryan Hurwitz is a seasoned CPA with over 15 years of experience serving family-owned enterprises and small to medium-sized businesses in the Waltham, Massachusetts area. His areas of specialization include basic accounting services, tax compliance, and financial planning, providing expert guidance on financial matters. Mr. Hurwitz's services also encompass general accounting and advisory, as well as payroll processing and compliance, helping clients navigate complex financial regulations.
KA
Katherine A. Peterson
Certified Public Accountant
Verified Licensed
Location Waltham, Massachusetts 02451
Katherine A. Peterson is a certified public accountant based in Waltham, Massachusetts, with extensive experience in accounting and taxation. Her professional background spans over 15 years, during which she has provided expert guidance on financial reporting, tax planning, and compliance for individuals, entrepreneurs, and startups. As a seasoned accounting professional, she specializes in delivering personalized services in basic accounting, tax compliance, and individual tax preparation, with a focus on sales tax compliance and financial statement compilation.
JG
James G. Franey
Certified Public Accountant
Verified Licensed
Location Waltham, Massachusetts 02452
Based in Waltham, Massachusetts, James G. Franey provides accounting and tax services to family-owned enterprises and various business structures, including S-Corps, partnerships, and LLCs. With over 15 years of experience, Franey offers a range of services, including general accounting and advisory, retirement account tax reporting, and individual tax services. His expertise in basic accounting services, financial planning, and individual tax services allows him to cater to the diverse needs of his clients.
CC
Carolyn C. Goodall
Certified Public Accountant
Verified Licensed
Location Waltham, Massachusetts 02453
Carolyn C. Goodall is a certified public accountant based in Waltham, Massachusetts, with over 10 years of experience in providing financial guidance to small and medium-sized businesses and individuals. As a seasoned tax professional, she specializes in tax planning and consulting, ensuring compliance with current tax laws and regulations. Her services also include payroll processing and compliance, as well as basic accounting and financial planning to help clients make informed financial decisions. Goodall's expertise in tax compliance has helped numerous clients navigate the complexities of tax laws and regulations, allowing them to focus on their core businesses.
RH
Richard H. Kent
Certified Public Accountant
Verified Licensed
Location Waltham, Massachusetts 02453
With over 15 years of experience in the field of public accounting, Richard H. Kent provides expert financial guidance to individuals and businesses in Waltham, Massachusetts. His services include retirement account tax reporting and IRS representation, ensuring that clients comply with all relevant tax laws and regulations. As a seasoned tax professional, Richard specializes in tax compliance, individual tax services, and basic accounting services, catering to complex business structures such as S-Corps, partnerships, and LLCs as well as family-owned enterprises.
EH
Eric H. Wong
Certified Public Accountant
Verified Licensed
Location Waltham, Massachusetts 02451
Based in Waltham, Massachusetts, Eric H. Wong provides tax planning and consulting services to individuals and families. With over a decade of experience in tax return preparation, financial planning, and basic accounting services, Wong has developed a strong understanding of tax compliance for various business structures, including S-Corps, partnerships, and LLCs. He offers individual and business tax return preparation services, catering to the diverse needs of his clients.

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.