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Wilbraham
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Wilbraham
Showing 31 to 40 of 57 CPAs in Wilbraham, Massachusetts
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Michelle Dunklee
Certified Public Accountant
Verified Licensed
Location Wilbraham, Massachusetts 01095
Michelle Dunklee, a certified public accountant (CPA), is based in Wilbraham, Massachusetts. With over 15 years of experience in accounting, Dunklee specializes in providing tailored services to family-owned enterprises. Her expertise encompasses basic accounting services, tax compliance, and business tax services, including payroll processing and compliance. Specific to her practice, Dunklee reports retirement account taxes and assists various business structures such as S-Corps, partnerships, and LLCs.
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Karen Northup-Scudder
Certified Public Accountant
Verified Licensed
Location Wilbraham, Massachusetts 01095
Karen Northup-Scudder, a certified public accountant based in Wilbraham, Massachusetts, brings over 25 years of experience in providing accounting services to clients. Her expertise lies in individual and business tax return preparation, as well as general accounting and advisory services for family-owned enterprises and individuals. With a specialization in basic accounting services, financial planning, and tax compliance, Northup-Scudder helps clients navigate complex financial situations and achieve their goals.
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Usha M. Rao
Certified Public Accountant
Verified Licensed
Location Wilbraham, Massachusetts 01095
Based in Wilbraham, Massachusetts, Usha M. Rao provides accounting services to small and medium-sized businesses, as well as individuals and families, with over two decades of experience. Her areas of specialization include basic accounting services, small business accounting, and tax compliance, with a focus on ensuring clients' financial records are accurate and up-to-date. Rao's services also encompass sales tax compliance and general accounting and advisory, allowing her to address a wide range of financial needs for her clients.
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Philip C. Schultz
Certified Public Accountant
Verified Licensed
Location Wilbraham, Massachusetts 01095
Philip C. Schultz is a certified public accountant based in Wilbraham, Massachusetts, with over 25 years of experience in providing accounting services to small and medium-sized businesses. With a focus on basic accounting services, small business accounting, and tax compliance, his practice includes tax planning and consulting, as well as bookkeeping and financial statement compilation. He serves a diverse range of clients, including family-owned enterprises, and has developed expertise in navigating the unique financial needs of these types of businesses.
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Ronald M. Smith
Certified Public Accountant
Verified Licensed
Location Wilbraham, Massachusetts 01095
Ronald M. Smith is a certified public accountant with over 20 years of experience in tax preparation and financial planning. Based in Wilbraham, Massachusetts, he provides services to small and medium-sized businesses, including basic accounting and financial planning for various business structures such as S-Corps, partnerships, and LLCs. His specialization in business tax services includes individual and business tax return preparation, with expertise in retirement account tax reporting and other tax-related matters.
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Roger D. Allard
Certified Public Accountant
Verified Licensed
Location Wilbraham, Massachusetts 01095
Based in Wilbraham, Massachusetts, Roger D. Allard has provided accounting services to clients for over 20 years, focusing on the needs of small and medium-sized businesses, as well as entrepreneurs and startups. His specialized expertise in basic accounting services, small business accounting, and business tax services enables him to offer comprehensive support to his clients, from tax planning and consulting to retirement account tax reporting. Allard's experience in handling various aspects of a business's financial transactions makes him a valuable resource for those seeking personalized financial guidance and tax advice.
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Ronald T. Menty
Certified Public Accountant
Verified Licensed
Location Wilbraham, Massachusetts 01095
Ronald T. Menty is a certified public accountant in Wilbraham, Massachusetts. With over 25 years of experience in public accounting, Menty provides comprehensive accounting and advisory services to various business structures, including S-Corps, partnerships, and LLCs. He specializes in basic accounting services, small business accounting, and financial planning, offering tailored solutions to meet the unique needs of entrepreneurs and startup companies.
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Timothy M. Lamotte
Certified Public Accountant
Verified Licensed
Location Wilbraham, Massachusetts 01095
Based in Wilbraham, Massachusetts, Timothy M. Lamotte has over 25 years of experience providing accounting services to clients across various business structures, including S-Corps, partnerships, and LLCs. His expertise encompasses basic accounting services, tax compliance, and business tax services, serving family-owned enterprises and other diverse clients. Committed to staying up-to-date on tax laws, Lamotte prepares individual and business tax returns, as well as offers tax planning and consulting services to help clients navigate complex tax regulations.
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Philip M. Pin
Certified Public Accountant
Verified Licensed
Location Wilbraham, Massachusetts 01095
Based in Wilbraham, Massachusetts, Philip M. Pin has been providing accounting services to businesses and individuals for over 15 years. His expertise includes tax planning and consulting, as well as payroll processing and compliance, serving various business structures such as S-Corps, partnerships, and LLCs. Specializing in basic accounting services, financial planning, and small business accounting, Philip M. Pin also serves individuals and families, providing tailored financial guidance and support. With a strong foundation in accounting principles and regulations, Philip M. Pin helps clients navigate complex financial situations and achieve their goals, whether personal or professional.
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Ellen P. Smith
Certified Public Accountant
Verified Licensed
Location Wilbraham, Massachusetts 01095
Located in Wilbraham, Massachusetts, Ellen P. Smith has been a certified public accountant for over a decade. Her practice specializes in providing comprehensive financial planning and consulting services to individuals and families, as well as small and medium-sized businesses. With expertise in basic accounting services, business tax services, and tax planning & consulting, Ellen Smith helps clients navigate complex financial situations and ensures compliance with all applicable tax regulations.

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.