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Worcester
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Worcester
Showing 31 to 40 of 183 CPAs in Worcester, Massachusetts
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John D. Oconnell
Certified Public Accountant
Verified Licensed
Location Worcester, Massachusetts 01602
Practicing as a Certified Public Accountant in Worcester, Massachusetts, since 2005, John D. Oconnell offers specialized accounting services for various business structures, including S-Corps, partnerships, and LLCs. With extensive experience in business tax services, individual tax services, and basic accounting services, Oconnell provides expert tax return preparation for individuals and families, as well as business entities. Notably, he is well-versed in reporting tax liabilities for retirement accounts, ensuring compliance with relevant tax regulations.
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Kevin P. Peterssen
Certified Public Accountant
Verified Licensed
Location Worcester, Massachusetts 01602
With over 15 years of experience serving clients in Worcester, Massachusetts, Kevin P. Peterssen provides expert accounting services to small and medium-sized businesses, as well as entrepreneurs and startups. His areas of specialization include basic accounting services, business tax services, and individual tax services, helping clients navigate complex financial regulations. Peterssen also offers payroll processing and compliance services, ensuring clients meet their tax obligations and stay up to date with changing employment laws.
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John E. Wornham
Certified Public Accountant
Verified Licensed
Location Worcester, Massachusetts 01602
Located in Worcester, Massachusetts, John E. Wornham provides expert accounting services to individuals and businesses. With over 20 years of experience, he specializes in basic accounting services, individual tax services, and financial planning, helping clients navigate complex tax laws and financial decisions. His expertise in IRS representation and general accounting & advisory services enables him to effectively resolve tax disputes and provide strategic guidance for business growth.
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Jeffrey D. Mcneil
Certified Public Accountant
Verified Licensed
Location Worcester, Massachusetts 01604
Practicing as a certified public accountant in Worcester, Massachusetts since 2007, Jeffrey D. Mcneil holds expertise in providing accounting services to entrepreneurs and startups, as well as family-owned enterprises. Mcneil offers tax planning and consulting services, in addition to bookkeeping and financial statement compilation services for individuals and businesses. With specialization in basic accounting services, business tax services, and small business accounting, Mcneil helps clients navigate complex financial issues and optimize their financial performance.
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Edward Kittredge
Certified Public Accountant
Verified Licensed
Location Worcester, Massachusetts 01604
Based in Worcester, Massachusetts, Edward Kittredge is a seasoned accountant with over 15 years of experience providing expert financial guidance to Small and Medium-Sized Businesses, Entrepreneurs and Startups. He specializes in Individual Tax Services, Business Tax Services, and Basic Accounting Services, offering tailored solutions to meet the diverse needs of his clients. Kittredge is highly skilled in IRS Representation and Individual & Business Tax Return Preparation, with a strong understanding of the ever-changing tax laws and regulations.
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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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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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Keith R. Erickson
Certified Public Accountant
Verified Licensed
Location Worcester, Massachusetts 01608
Keith R. Erickson is a Worcester, Massachusetts-based certified public accountant with over a decade of experience providing bookkeeping and financial statement compilation services to small businesses and entrepreneurs. He specializes in tax planning and consulting, as well as individual tax services, and has extensive knowledge of tax compliance regulations affecting various business structures, including S-Corps, partnerships, and LLCs. Erickson's expertise spans basic accounting services, from financial statement preparation to tax return preparation, making him a valuable resource for businesses and individuals requiring tailored accounting solutions.
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Stephen Heald
Certified Public Accountant
Verified Licensed
Location Worcester, Massachusetts 01609
Based in Worcester, Massachusetts, Stephen Heald provides expert accounting services to clients across various industries. As a certified public accountant with extensive experience in tax planning and consulting, he advises family-owned enterprises and small to medium-sized businesses on optimizing their financial strategies and meeting regulatory requirements. Heald's specialization in basic accounting services, tax compliance, and individual tax services ensures that clients receive tailored solutions to their distinct financial needs. Notably, his expertise in payroll processing and compliance has helped numerous businesses maintain accurate payroll records and avoid costly penalties.
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Justin A. Fontaine
Certified Public Accountant
Verified Licensed
Location Worcester, Massachusetts 01608
Based in Worcester, Massachusetts, Justin A. Fontaine is a certified public accountant serving businesses of varied structures, from single-owner LLCs to multi-partner S-Corps. With over 10 years of experience in basic accounting services and tax compliance, Fontaine provides expert guidance on tax code interpretations and regulatory requirements. His specialization in small business accounting enables him to navigate the complexities of financial management for emerging entrepreneurs and established companies alike. Fontaine's notable service includes assisting clients in meeting retirement account tax reporting obligations, ensuring compliance with relevant tax laws and 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.