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Waltham
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Waltham
Showing 41 to 50 of 224 CPAs in Waltham, Massachusetts
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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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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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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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Susan Parks
Certified Public Accountant
Verified Licensed
Location Waltham, Massachusetts 02453
Susan Parks is a certified public accountant (CPA) based in Waltham, Massachusetts, with over 10 years of experience in providing accounting services to individuals and businesses. She specializes in basic accounting services, tax compliance, and small business accounting, assisting entrepreneurs and startups, as well as individuals and families, with their financial needs. In addition to individual and business tax return preparation, she also provides bookkeeping and financial statement compilation services to her clients.
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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.
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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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Beverly A. Soriano
Certified Public Accountant
Verified Licensed
Location Waltham, Massachusetts 02452
Beverly A. Soriano is a certified public accountant based in Waltham, Massachusetts, with over 15 years of experience in accounting and taxation. She specializes in providing general accounting and advisory services, as well as payroll processing and compliance to individuals and families, as well as small and medium-sized businesses in the region. Her expertise includes basic accounting services, individual tax services, and business tax services, and she is well-versed in the tax laws and regulations affecting her clients.
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Ola Soderquist
Certified Public Accountant
Verified Licensed
Location Waltham, Massachusetts 02451
Ola Soderquist is a certified public accountant based in Waltham, Massachusetts. With over 15 years of experience, Soderquist provides bookkeeping and financial statement compilation services, ensuring accurate and timely financial records for her clients. Her expertise also extends to payroll processing and compliance, allowing her to support entrepreneurs and startups navigate complex tax regulations and financial planning needs. Soderquist's services cater to individuals and families as well as small business owners, offering tailored solutions for tax compliance and budgeting.
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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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Peter E. Spadoni
Certified Public Accountant
Verified Licensed
Location Waltham, Massachusetts 02453
Based in Waltham, Massachusetts, Peter E. Spadoni is a certified public accountant with over 15 years of experience in providing accounting services to individuals and small to medium-sized businesses. He specializes in basic accounting services, including financial statement preparation and budgeting, as well as individual tax services and tax compliance for personal and business entities. Spadoni also offers payroll processing and compliance services designed to ensure timely and accurate payment to employees.

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.