Hartford Business Journal

January 7, 2019

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www.HartfordBusiness.com • January 7, 2019 • Hartford Business Journal 13 FOCUS Source: Each firm via survey. (a) Jan 1, 2018, merged with Marlborough's Premier Accounting Group, which continues to operate out of Marlborough under the blumshapiro name. (b) Acquired West Hartford's Filomeno & Co. PC on June 1, 2018. (c) Formerly Whittlesey & Hadley PC. (d) Locally. (e) Other offices in Essex and Middletown. (f) Formerly McGladrey. (g) Additional offices in New Haven, Stamford and Westport. (h) Includes office in Stamford. (i) Shein, Cohen, Palmer & Co. LLC CPAs merged with Avon's Howard L. Page & Co. LLC to form Palmer Latko Ledas Page, effective Jan. 1, 2018. (j) Founding year for Howard L. Page & Co. LLC; Shein, Cohen, Palmer & Co. LLC CPAs was founded in 1978. —Compiled by Stephanie R. Meagher. 21 Hallisey & D'Agostino LLP 540 Silas Deane Highway Wethersfield, CT 06109 860-563-8271; www.hdllpcpa.com 11 18 Accounting and financial reporting, audits, reviews, and compilations, tax planning and compliance, IRS and state tax representation, trusts and estates, business advisory Paul R. D'Agostino 1972 21 Harvey & Horowitz PC 1813 Silas Deane Highway Rocky Hill, CT 06067 860-563-6443; www.hhcpas.com 11 16 Accounting, tax and financial services for closely held businesses and high-net-worth individuals including attest services, tax compliance, tax planning and consulting David Horowitz 1987 21 Nicola, Yester & Co. P.C. 223 Eastern Blvd. Glastonbury, CT 06033 860-633-1194; www.nicola- yester.com 11 21 Accounting and auditing, business valuation, compilations and reviews, compliance audits, corporate taxation, individual taxation, international taxation, internal control systems, mergers and acquisitions, multi-state taxation, personal financial planning, succession planning, tax representation, trust, estate and gift tax Steven V. Prigionieri 1986 25 UHY LLP 6 Executive Drive, Suite 111 Farmington, CT 06032 860-676-9020; www.uhy-us.com 10 20 Tax planning and compliance; audit and assurance, business valuation Edward E. Pratesi 2000 26 GitlinCampisePrendergast LLC 836 Farmington Ave., Suite 137 West Hartford, CT 06119 860-236-5833; www.gc-cpas.com 9 14 Tax, auditing and management advisory services Salvatore Giuliano 1952 27 Pue, Chick, Leibowitz & Blezard LLC 76 S. Frontage Road Vernon, CT 06066 860-871-1722; www.pue-cpas.com 7 14 Business valuation, forensic accounting, litigation support, taxation, accounting, auditing, consulting Steven R. Leibowitz Michael R. Blezard 1955 28 Borgida & Co. 360 E. Center St. Manchester, CT 06040 860-646-2465; www.borgidacpas.com 6 11 Tax planning, tax preparation, tax representation, estates and trusts, closely held business accounting and consulting services Thomas F. Scanlon 1966 28 MMNT CPAs (k) 160 Chapel Road, Suite 301 Manchester, CT 06042 860-643-1001; www.mmnt-cpa.com 6 14 Audits, reviews, compilations, small business accounting, business valuation; QuickBooks services, succession planning, new business formation, nonprofit organizations, employee-benefit plan audits, internal controls, tax services, preparation, planning, problems Matthew J. Tierinni 1979 30 Bengtson & Smith PC (l) 20 Waterside Drive Farmington, CT 06032 860-678-5160; www.lbscpa.net 3 6 Tax compliance and research, business consulting and valuation services, compilation, review and audited financial statements and financial planning Christine Smith 1978 30 Castanho Financial Group LLC 1622 Main St. East Hartford, CT 06108 860-289-2777; CastanhoFinancialGroup.com 3 10 Accounting services Carl A. Castanho 1998 Source: Each firm via survey. (a) Jan 1, 2018, merged with Marlborough's Premier Accounting Group, which continues to operate out of Marlborough under the blumshapiro name. (b) Acquired West Hartford's Filomeno & Co. PC on June 1, 2018. (c) Formerly Whittlesey & Hadley PC. (d) Locally. (e) Other offices in Essex and Middletown. (f) Formerly McGladrey. (g) Additional offices in New Haven, Stamford and Westport. (h) Includes office in Stamford. (i) Shein, Cohen, Palmer & Co. LLC CPAs merged with Avon's Howard L. Page & Co. LLC to form Palmer Latko Ledas Page, effective Jan. 1, 2018. (j) Founding year for Howard L. Page & Co. LLC; Shein, Cohen, Palmer & Co. LLC CPAs was founded in 1978. (k) Formerly known as Montovani, Murray, Nemphos and Tierinni LLC. (l) Formerly Levin, Bengtson & Smith PC. —Compiled by Stephanie R. Meagher. Largest accounting firms in Greater Hartford (Ranked by number of local certified public accountants as of October 2018) Rank Firm Local CPAs Local staff Primary services Local managing partner(s) Year founded 1 PwC 185 Asylum St. Hartford, CT 06103 860-241-7000; www.pwc.com 153 412 Assurance, audit, tax, advisory; specialty services include: financial services, health industries, technology, private equity, private company services, higher education, manufacturing Keith J. Hubert 1890 2 blumshapiro (a) 29 South Main St. West Hartford, CT 06107 860-561-4000; www.blumshapiro.com 103 278 Regional business advisory firm serving privately held companies, educational institutions, nonprofit organizations and government entities Joseph A. Kask 1980 3 CohnReznick LLP 350 Church St., 12th Floor Hartford, CT 06103 959-200-7000; cohnreznick.com 94 198 Accounting and auditing services including Sarbanes-Oxley/SEC/ corporate governance, forensic and employee-benefit plans, tax planning and preparation, corporate tax outsourcing, mediation with tax authorities, state and local expertise, trust and estate planning and preparation Jeffrey Rossi 1919 4 Marcum LLP (b) 185 Asylum St., 17th Floor Hartford, CT 06103 860-760-0600; www.marcumllp.com 86 213 Auditing (including SEC), compilations and review, compliance audits, corporate taxes, financial services, governmental, tax, mergers, public offerings, tax representation, valuation Michael Brooder 1997 5 Deloitte LLP 185 Asylum St. Hartford, CT 06103 860-725-3000; www.deloitte.com 73 282 Audit, tax, financial advisory and consulting Richard Tavolieri 1895 6 KPMG LLP 755 Main St. Hartford, CT 06103 860-297-3200; www.KPMG.com 70 202 Accounting, tax and advisory services Thomas M. Daugherty 1897 7 Whittlesey (c) 280 Trumbull St., 24th Floor Hartford, CT 06103 860-522-3111; www.WAdvising.com 65 160 Auditing, accounting and financial reporting, tax planning and consulting, business advisory services, healthcare consulting, technology consulting and employee-benefit plan audits Andrew Andrews 1961 8 Ernst & Young LLP 20 Church St. Hartford, CT 06103 860-247-3100; ww.ey.com 38 158 Audit, assurance and advisory, federal, state and international tax, transaction advisory and due diligence, risk advisory Amelia Caporale 1918 9 Crowe LLP 175 Powder Forest Drive Simsbury, CT 06089 860-678-9200; www.crowe.com 30 70 Audit, tax, advisory services, risk consulting, performance consulting and applied technology Joe Pieksza 1999 (d) 10 Fiondella, Milone & LaSaracina LLP 300 Winding Brook Drive Glastonbury, CT 06033 860-657-3651; www.fmlcpas.com 28 65 Audit and assurance services, tax compliance and consulting, Sarbanes-Oxley and other business consulting services for public and private companies Jeff Fiondella 2002 10 Mahoney Sabol & Co. LLP 180 Glastonbury Blvd., Suite 400 Glastonbury (e), CT 06033 860-541-2000; mahoneysabol.com 28 48 SEC, private company and municipal entity auditing, accounting, tax consulting and compliance, business and financial consulting, valuations, estate and trusts, personal financial planning, back-office accounting services, forensic accounting and representation before taxing authorities James M. Mahoney 1990 12 Budwitz & Meyerjack PC 322 Main St. Farmington, CT 06032 860-677-8303; www.budwitzmeyerjack.com 27 42 Accounting, auditing and tax services for businesses, individuals and nonprofit organizations Michael A. Ziebka 1971 13 Simione Macca & Larrow 85 Wolcott Hill Road Wethersfield, CT 06109 860-529-5600; www.smlcpas.com 20 30 Accounting, tax and consulting, audits (including ESOPs), business ownership and succession planning, divorce accounting, mergers and acquisitions assistance Carmen J. Macca 2000 14 RSM US LLP (f) 3 Farm Glen Blvd., 1st Floor Farmington, CT 06032 860-246-2833; rsmus.com 18 (g) 92 Assurance, tax and consulting services Greg Budnik 1926 15 Guilmartin, DiPiro & Sokolowski LLC 505 Main St. Middletown, CT 06457 860-347-5689; www.gdscpas.com 16 25 Accounting, auditing, business consulting, valuation services, corporate, individual, partnership, estate and gift-tax planning, audit, review and compiled financial-statement services, nonprofit consulting, governmental and single audits Michael J. DiPiro Michael A. Sokolowski 1972 16 Grant Thornton LLP 90 State House Square, 10th Floor Hartford, CT 06103 860-781-6700; grantthornton.com 15 54 (h) Accounting, audit, tax, advisory services Dana Wilson 1924 16 Harper & Whitfield 314 Farmington Ave. Farmington, CT 06032 860-677-9188; www.harperwhitfield.com 15 27 Accounting and tax services for individuals, trusts and private companies Greg Shillo David Oleasz 1979 18 Palmer Latko Ledas Page (i) 20 Tower Lane Avon, CT 06001 860-677-1000 ; www.pllpcpas.com 14 18 Business and tax planning, small business office services, business, individual, trust and nonprofit accounting, tax-return preparation, auditing and attest services, financial-statement preparation Jason Latko Gary C. Palmer 1941 (j) 19 Federman, Lally & Remis LLC 231 Farmington Ave. Farmington, CT 06032 860-678-7100; www.flrcpa.com 13 20 Audit, tax and consulting services for industries and individuals David S. Federman 1991 19 Sheptoff, Reuber & Co. 111 New London Turnpike Glastonbury, CT 06033 860-659-0357; www.srandco.com 13 21 Accounting, auditing, tax, business consulting, employee-benefit plan audits, estate tax and financial planning, audits for the CT state digital media and motion picture tax credit, succession planning, mergers and acquisitions Yvonne S. Dussol 1975 21 Barron, Yanaros & Caruso PC 2139 Silas Deane Highway, Suite 212 Rocky Hill, CT 06067 860-257-3900; www.byccpa.com 11 17 Accounting, tax planning and consulting for small businesses, individuals and dental and medical practices William Barron Allan Yanaros 1988 PDS has been meeting the needs of the construction industry since 1965. Our dedicated team of design and construction professionals welcomes the challenge of serving its past and future customers on their most demanding projects. The State of Connecticut selected PDS to Design/ Build their state of the art Regional Fire School in Torrington, CT. 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