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Waltham
Filter Results
Waltham
Showing 31 to 40 of 224 CPAs in Waltham, Massachusetts
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William S. Lyons
Certified Public Accountant
Verified Licensed
Location Waltham, Massachusetts 02453
Located in Waltham, Massachusetts, William S. Lyons is a seasoned accounting professional with extensive experience serving various business structures, including S-Corps, partnerships, and LLCs, as well as entrepreneurs and startups in the area. With over 10 years of experience in accounting, Lyons provides expert general accounting and advisory services to help clients navigate complex financial situations. His specialization in basic accounting services, small business accounting, and individual tax services allows him to tailor his approach to meet the unique needs of each client.
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Anahid Mondolfi
Certified Public Accountant
Verified Licensed
Location Waltham, Massachusetts 02452
Anahid Mondolfi is a certified public accountant based in Waltham, Massachusetts, with nearly two decades of experience serving a diverse range of clients. Her expertise lies in providing comprehensive accounting and tax services, including basic accounting, tax compliance, and business tax services for small and medium-sized businesses, as well as various business structures such as S-Corps, partnerships, and LLCs. Mondolfi's services also extend to retirement account tax reporting and payroll processing and compliance, helping her clients stay on top of their financial obligations.
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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.
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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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Halina M. Jankowski
Certified Public Accountant
Verified Licensed
Location Waltham, Massachusetts 02452
As a seasoned accounting professional, Halina M. Jankowski has over 10 years of experience serving clients in the Waltham, Massachusetts area, with a focus on individual and business tax return preparation. Her areas of specialization include basic accounting services, business tax services, and financial planning, making her a valuable resource for small and medium-sized businesses. Jankowski offers IRS representation, providing clients with expert guidance and advocacy in tax disputes and audits. With experience serving various business structures, including S-Corps, partnerships, and LLCs, she is well-equipped to address the unique accounting needs of her clients.
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Sheila Mutamba
Certified Public Accountant
Verified Licensed
Location Waltham, Massachusetts 02453
Based in Waltham, Massachusetts, Sheila Mutamba brings over 15 years of experience in providing accounting services to small and medium-sized businesses, entrepreneurs, and startups. She specializes in basic accounting services, individual tax services, and financial planning, ensuring clients have a comprehensive understanding of their financial situation. Her expertise includes retirement account tax reporting, bookkeeping, and financial statement compilation, allowing businesses to maintain accurate financial records and stay compliant with tax regulations.
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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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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.
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Bruce A. Reynolds
Certified Public Accountant
Verified Licensed
Location Waltham, Massachusetts 02451
Based in Waltham, Massachusetts, Bruce A. Reynolds has over 15 years of experience providing tax and accounting services to small and medium-sized businesses, as well as family-owned enterprises. As a certified public accountant, he specializes in basic accounting services, business tax services, and small business accounting, helping clients navigate complex financial regulations. Notably, Reynolds also provides IRS representation and retirement account tax reporting services, assisting clients with tax disputes and ensuring compliance with tax laws. With expertise in accounting and tax services, Reynolds works closely with his clients to develop tailored financial solutions that meet their unique needs and goals.
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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.

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.