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Waltham
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Waltham
Showing 191 to 200 of 224 CPAs in Waltham, Massachusetts
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Ryan M. Farrell
Certified Public Accountant
Verified Licensed
Location Waltham, Massachusetts 02452
Ryan M. Farrell is a certified public accountant (CPA) based in Waltham, Massachusetts, with over 15 years of experience serving various business entities. His areas of specialization include basic accounting services such as financial statement preparation, budgeting, and financial analysis, as well as business tax services and tax compliance. Farrell's clientele consists of entrepreneurs and startups, as well as family-owned enterprises, providing sales tax compliance and general accounting advisory services to meet their unique needs.
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Nancy L. Hendrickson
Certified Public Accountant
Verified Licensed
Location Waltham, Massachusetts 02452
Nancy L. Hendrickson is a certified public accountant (CPA) with over 15 years of experience in accounting and taxation. Based in Waltham, Massachusetts, she provides a range of services to entrepreneurs and startups, individuals and families, including bookkeeping, financial statement compilation, and payroll processing. In addition to her core services, Hendrickson specializes in tax compliance and offers tax planning services to help clients navigate complex tax laws and regulations.
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Joanna C. Lam
Certified Public Accountant
Verified Licensed
Location Waltham, Massachusetts 02453
Based in Waltham, Massachusetts, Joanna C. Lam provides accounting expertise to small and medium-sized businesses, serving entities with various business structures including S-Corps, partnerships, and LLCs. With over 15 years of experience, Lam specializes in basic accounting services, financial planning, and tax compliance, offering valuable guidance to clients navigating complex financial landscapes. Her services include sales tax compliance, bookkeeping, and financial statement compilation, helping businesses maintain accurate records and stay compliant with regulatory requirements.
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Gregory M. Hodlin
Certified Public Accountant
Verified Licensed
Location Waltham, Massachusetts 02452
Based in Waltham, Massachusetts, Gregory M. Hodlin is a seasoned accounting professional with extensive experience in providing comprehensive financial guidance to various business structures. With over years of experience in general accounting and advisory services, Hodlin specializes in basic accounting services, business tax services, and financial planning, helping family-owned enterprises and S-Corps, partnerships, and LLCs achieve financial stability and compliance. Gregory M. Hodlin also represents clients before the IRS, navigating complex tax disputes and ensuring accurate representation of their financial interests.
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John J. Shaughnessy
Certified Public Accountant
Verified Licensed
Location Waltham, Massachusetts 02451
Based in Waltham, Massachusetts, John J. Shaughnessy provides professional accounting services to entrepreneurs and startups, as well as various business structures including S-Corps, partnerships, and LLCs. With over years of experience, his areas of specialization include basic accounting services, small business accounting, and financial planning. Shaughnessy assists clients with tax planning and consulting, as well as retirement account tax reporting, to ensure compliance with all relevant tax laws and regulations.
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Kathrine G. Freketic
Certified Public Accountant
Verified Licensed
Location Waltham, Massachusetts 02453
Kathrine G. Freketic is a certified public accountant based in Waltham, Massachusetts, with an extensive background in accounting and tax services, spanning over a decade. She provides a range of services, including sales tax compliance, general accounting, and advisory services to meet the diverse financial needs of her clients. Kathrine specializes in basic accounting services, tax compliance, and business tax services, offering personalized expertise to individuals, families, entrepreneurs, and startups in Massachusetts.
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Tong Chai
Certified Public Accountant
Verified Licensed
Location Waltham, Massachusetts 02452
Tong Chai is an Accountant based in Waltham, Massachusetts, with over a decade of experience in delivering financial solutions to diverse clients. As a seasoned practitioner, Tong specializes in providing comprehensive services including Bookkeeping & Financial Statement Compilation, General Accounting & Advisory, Business Tax Services, and Individual Tax Services. With a focus on Family-Owned Enterprises, Individuals and Families, Tong's expertise encompasses the preparation and review of financial statements, tax returns, and business planning.
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Siyang Su
Certified Public Accountant
Verified Licensed
Location Waltham, Massachusetts 02452
Siyang Su, a Certified Public Accountant based in Waltham, Massachusetts, delivers comprehensive accounting services to a diverse range of clients. With over 5 years of experience, Su's areas of specialization include basic accounting services, business tax services, and financial planning. Holding expertise in serving family-owned enterprises and various business structures, such as S-corps, partnerships, and LLCs, Su's services encompass tax planning and consulting, as well as general accounting and advisory.
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Wenwei Zhang
Certified Public Accountant
Verified Licensed
Location Waltham, Massachusetts 02453
Waltham, Massachusetts-based certified public accountant (CPA) Wenwei Zhang has over 10 years of experience assisting small and medium-sized businesses with their financial needs. She specializes in providing basic accounting services, including financial statement preparation and account reconciliation, as well as individual and small business tax services. In addition to her core services, Ms. Zhang also offers payroll processing and compliance services, ensuring her clients are up-to-date with the latest tax laws and regulations.
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Farhad Sadr
Certified Public Accountant
Verified Licensed
Location Waltham, Massachusetts 02453
Based in Waltham, Massachusetts, Farhad Sadr is a certified public accountant with over 15 years of experience in providing financial services to small and medium-sized businesses. His expertise spans basic accounting services, individual tax services, and small business accounting, making him a valuable resource for entrepreneurs and startups. Farhad's services include bookkeeping and financial statement compilation, as well as individual and business tax return preparation, ensuring that clients meet their financial obligations on time.

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.