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Waltham
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Waltham
Showing 21 to 30 of 224 CPAs in Waltham, Massachusetts
PA
Patricia A. Deveaux
Certified Public Accountant
Verified Licensed
Location Waltham, Massachusetts 02451
Based in Waltham, Massachusetts, Patricia A. Deveaux is a CPA with over 15 years of experience providing financial guidance to entrepreneurs and startups, as well as small and medium-sized businesses. She specializes in basic accounting services, business tax services, and financial planning, helping clients navigate complex financial situations. Patricia Deveaux also offers payroll processing and compliance services, ensuring timely and accurate payments to employees and adherence to relevant regulations.
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Yuxi He
Certified Public Accountant
Verified Licensed
Location Waltham, Massachusetts 02453
Based in Waltham, Massachusetts, Yuxi He has been a certified public accountant for over 10 years, providing expert accounting and tax guidance to a diverse client base. Her extensive experience spans various business structures, including S-Corps, Partnerships, and LLCs, as well as individual and family tax services. Yuxi specializes in basic accounting services, individual tax services, and tax compliance, with a particular focus on providing timely and accurate retirement account tax reporting.
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David J. Kern
Certified Public Accountant
Verified Licensed
Location Waltham, Massachusetts 02452
Located in Waltham, Massachusetts, David J. Kern is a certified public accountant (CPA) with over 15 years of experience providing accounting services to individuals and families, as well as small and medium-sized businesses. His areas of specialization include basic accounting services, such as financial statement preparation and budgeting, as well as business tax services, including tax planning and return preparation. The firm also specializes in sales tax compliance and offers unique services, including retirement account tax reporting, to ensure accurate and compliant tax filings.
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Rebecca A. Yadav
Certified Public Accountant
Verified Licensed
Location Waltham, Massachusetts 02453
Located in Waltham, Massachusetts, Rebecca A. Yadav provides financial services to small and medium-sized businesses and various business structures. With over 10 years of experience in accounting and tax preparation, she specializes in basic accounting services, individual tax services, and financial planning. Rebecca's services include retirement account tax reporting, bookkeeping, and financial statement compilation, making her a valuable resource for businesses seeking comprehensive financial support.
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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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Denise M. Diehl
Certified Public Accountant
Verified Licensed
Location Waltham, Massachusetts 02451
Denise M. Diehl is a certified public accountant with over 15 years of experience based in Waltham, Massachusetts. Her areas of specialization include basic accounting services, ensuring accurate financial records and compliance with tax regulations. Diehl's expertise in tax planning and consulting enables her to provide personalized guidance on financial planning and compliance for family-owned enterprises and individual clients.
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Corey J. Miller
Certified Public Accountant
Verified Licensed
Location Waltham, Massachusetts 02451
Based in Waltham, Massachusetts, Corey J. Miller is a certified public accountant with over 15 years of experience providing expert accounting and tax services. He specializes in individual and business tax return preparation, as well as basic accounting services tailored to meet the needs of various clients. His client base includes entrepreneurs and startups, small and medium-sized businesses, and individuals requiring retirement account tax reporting and other tax-related services.
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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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Lia S. Clark
Certified Public Accountant
Verified Licensed
Location Waltham, Massachusetts 02453
Based in Waltham, Massachusetts, Lia S. Clark is a Certified Public Accountant with over 10 years of experience providing financial guidance to family-owned enterprises, entrepreneurs, and startups. Her expertise spans basic accounting services, individual tax services, and business tax services, utilizing her knowledge to help clients navigate complex financial situations. Clark's specialization in IRS representation enables her to effectively handle tax disputes and negotiate settlements on behalf of her clients. She also offers bookkeeping and financial statement compilation services, providing clients with accurate and timely financial information.
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Marybeth D. Shaughnessy-Newell
Certified Public Accountant
Verified Licensed
Location Waltham, Massachusetts 02452
Based in Waltham, Massachusetts, Marybeth D. Shaughnessy-Newell provides expert accounting services to family-owned enterprises and entrepreneurs. With over 20 years of experience, she specializes in providing basic accounting services, tax return preparation, and financial statement compilation to meet the unique needs of her clients. Her expertise in business tax services, individual tax services, and bookkeeping enables her to offer comprehensive financial guidance and support.

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.