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Worcester
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Worcester
Showing 161 to 170 of 183 CPAs in Worcester, Massachusetts
SM
Shannon M. Klose
Certified Public Accountant
Verified Licensed
Location Worcester, Massachusetts 01604
Shannon M. Klose, a certified public accountant based in Worcester, Massachusetts, provides accounting and tax services to family-owned enterprises and various business structures, including S-Corps, partnerships, and LLCs. With extensive experience in basic accounting services, small business accounting, and individual tax services, Klose offers comprehensive financial management and compliance solutions to meet the unique needs of each client. Her expertise encompasses sales tax compliance, bookkeeping, and financial statement compilation, ensuring accurate and timely financial reporting and minimizing potential liabilities.
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Kathleen M. Mccullough
Certified Public Accountant
Verified Licensed
Location Worcester, Massachusetts 01602
Based in Worcester, Massachusetts, Kathleen M. Mccullough provides accounting and advisory services to small and medium-sized businesses, including S-Corps, partnerships, and LLCs. With over a decade of experience, her practice focuses on delivering tax compliance and individual tax services, as well as general accounting and advisory expertise. She reports on retirement account tax compliance and offers guidance on various business tax matters, utilizing her knowledge of tax laws and regulations to provide informed advice to clients.
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Catherine R. Bodinizzo
Certified Public Accountant
Verified Licensed
Location Worcester, Massachusetts 01604
Catherine R. Bodinizzo is a certified public accountant based in Worcester, Massachusetts, with over 15 years of experience in tax planning and preparation. She provides tax consulting services to individuals and families, as well as entrepreneurs and startup businesses, focusing on small business accounting and basic accounting services. Bodinizzo's expertise extends to financial planning and individual and business tax return preparation, helping clients navigate complex tax laws and regulations.
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David Boulay
Certified Public Accountant
Verified Licensed
Location Worcester, Massachusetts 01602
Located in Worcester, Massachusetts, David Boulay is a seasoned accounting professional offering tailored financial solutions to businesses and entrepreneurs. With over a decade of experience serving family-owned enterprises and startups, Boulay provides expert guidance in sales tax compliance, bookkeeping, and financial statement compilation. His specialization in individual and business tax services enables him to navigate complex tax laws and ensure accurate financial reporting, meeting the unique needs of his diverse client base.
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Richard B. Mood
Certified Public Accountant
Verified Licensed
Location Worcester, Massachusetts 01609
Richard B. Mood is a certified public accountant based in Worcester, Massachusetts. With over 15 years of experience in providing financial guidance, he specializes in basic accounting services, business tax services, and small business accounting. His expertise includes helping small and medium-sized businesses and entrepreneurs navigate complex tax laws and regulations, as well as offering general accounting and advisory services such as retirement account tax reporting.
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Mary Duncan
Certified Public Accountant
Verified Licensed
Location Worcester, Massachusetts 01609
Mary Duncan is a certified public accountant with over 10 years of experience providing general accounting and advisory services to clients in Worcester, Massachusetts. She specializes in basic accounting services, small business accounting, and financial planning for individuals and families, as well as entrepreneurs and startups. Duncan is particularly experienced in preparing retirement account tax returns, helping clients navigate complex tax laws and regulations.
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Nathan Greenberg
Certified Public Accountant
Verified Licensed
Location Worcester, Massachusetts 01608
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Mark J. Drelinger
Certified Public Accountant
Verified Licensed
Location Worcester, Massachusetts 01604
Based in Worcester, Massachusetts, Mark J. Drelinger is a certified public accountant (CPA) offering specialized services to entrepreneurs and startups, as well as small and medium-sized businesses. With over 20 years of experience, Drelinger provides comprehensive financial planning, basic accounting services, and small business accounting expertise. As a seasoned IRS representative, he also assists clients with sales tax compliance, ensuring accurate and timely submissions to state and local authorities. Drelinger's extensive knowledge of tax laws and regulations allows him to provide informed guidance to his clients, helping them navigate complex financial situations.
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Elizabeth M. Mctigue
Certified Public Accountant
Verified Licensed
Location Worcester, Massachusetts 01603
Elizabeth M. Mctigue is a certified public accountant (CPA) with a private practice in Worcester, Massachusetts. Based on over 15 years of experience, she provides tax planning and consulting services to meet the diverse needs of various business structures, including S-Corps, partnerships, and LLCs. Her expertise encompasses basic accounting services, business tax services, and financial planning, while also ensuring sales tax compliance for her clients. With a focus on serving individuals and families, Mctigue offers personalized guidance and support for navigating complex financial matters.
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Jeffrey C. Forsman
Certified Public Accountant
Verified Licensed
Location Worcester, Massachusetts 01606
Worcester, Massachusetts-based Jeffrey C. Forsman is a certified public accountant with over 20 years of experience providing accounting services. His expertise spans basic accounting services, business tax services, and financial planning, catering to individuals, families, and small to medium-sized businesses. Forsman prepares individual and business tax returns, as well as compiles financial statements, offering assistance with bookkeeping and financial planning.

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.