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Waltham
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Waltham
Showing 71 to 80 of 224 CPAs in Waltham, Massachusetts
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Sokol Malollari
Certified Public Accountant
Verified Licensed
Location Waltham, Massachusetts 02451
Sokol Malollari is a certified public accountant based in Waltham, Massachusetts, with over 10 years of experience in the field. As a seasoned advocate for entrepreneurs and startups, as well as individuals and families, Sokol provides expert guidance on tax compliance and small business accounting. His services include general accounting and advisory, with a focus on basic accounting services and IRS representation, helping clients navigate complex financial situations with confidence and precision.
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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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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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Andrew J. Marchand
Certified Public Accountant
Verified Licensed
Location Waltham, Massachusetts 02451
Based in Waltham, Massachusetts, Andrew J. Marchand has over 15 years of experience serving individuals and families, as well as entrepreneurs and startups, with their accounting needs. His expertise encompasses a range of services, including payroll processing and compliance, as well as tax planning and consulting for businesses and individuals. Marchand also provides specialized support in basic accounting services, individual tax services, and business tax services to help clients navigate complex tax regulations.
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Yuan Lin
Certified Public Accountant
Verified Licensed
Location Waltham, Massachusetts 02453
Yuan Lin, a certified public accountant, is based in Waltham, Massachusetts, with over 10 years of experience in accounting and taxation. Her practice encompasses a range of services, including general accounting and advisory, bookkeeping, and financial statement compilation for individuals and businesses. Lin specializes in providing tax compliance and business tax services to various business structures, such as S-Corps, partnerships, and LLCs, as well as family-owned enterprises. Her services cater to the diverse needs of clients in Massachusetts, helping them navigate complex financial regulations and optimize their business operations.
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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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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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F. D. Stonestreet
Certified Public Accountant
Verified Licensed
Location Waltham, Massachusetts 02451
Based in Waltham, Massachusetts, F. D. Stonestreet has provided financial guidance to individuals and families, as well as small and medium-sized businesses, for over a decade. With extensive experience in tax compliance and business tax services, Stonestreet's expertise encompasses basic accounting services, including financial statement preparation and budgeting. The firm offers specialized tax reporting services for retirement accounts, ensuring accurate and timely submissions to meet regulatory requirements.
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Ferren X. Liu
Certified Public Accountant
Verified Licensed
Location Waltham, Massachusetts 02453
Ferren X. Liu is a certified public accountant with over 15 years of experience in providing financial guidance to clients in Waltham, Massachusetts. They specialize in offering individual tax services, financial planning, and basic accounting services, catering to the needs of individuals and families, as well as entrepreneurs and startups. Liu reports on retirement account tax requirements, ensuring clients comply with tax regulations, and handles sales tax compliance to safeguard businesses against tax liabilities.
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Jeffrey M. Krueger
Certified Public Accountant
Verified Licensed
Location Waltham, Massachusetts 02451
Based in Waltham, Massachusetts, Jeffrey M. Krueger offers a range of accounting services focused on meeting the tax and financial needs of entrepreneurs and startups, as well as individuals and families. With extensive experience serving these industries, Krueger provides expert guidance on basic accounting, tax compliance, and business tax services. His expertise includes sales tax compliance and payroll processing, ensuring accurate and timely payments to the Massachusetts Department of Revenue. With over 20 years of experience in the field, Krueger maintains a strong understanding of the ever-changing tax laws and regulations in Massachusetts.

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.