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n e w h a v e n b i z . c o m | J u n e / J u l y 2 0 2 0 | n e w h a v e n B I Z 45 2 0 2 0 B O O K O F L I S T S : P R O F E S S I O N A L S E R V I C E S Largest Accounting Firms, Greater New Haven (Ranked by number of local certified public accountants as of October 2019) SERVICES: Accounting, Audit, Tax Outsourced Finance Human Resources Forensic Accounting Technology Advisory Software Solutions Litigation & Valuation CFO Advisory Services Cyber Security Risk Advisory Succession Planning Inspired solutions to move you forward With blum as your partner, you will have our team of business advisory experts working together to identify best practices and new ways of operating that position you for success. blumshapiro.com 860.561.4000 | Connecticut | Massachusetts | Rhode Island blum shapiro Largest Accounting Firms Greater New Haven (Ranked by number of local certified public accountants as of October 2019) Rank Firm Local CPAs Number local staff Primary services Local managing partner(s) Year founded 1 Marcum LLP 555 Long Wharf Dr., 8th Fl. New Haven 06511 203-781-9600; www.marcumllp.com 135 61 Auditing (including SEC), compilations and review, compliance audits, corporate taxes, financial services, governmental, tax, mergers, public offerings, tax representation, business valuation, litigation, matrimonial Joseph Natarelli 1961 2 RSM US LLP 157 Church St., 11th Fl. New Haven 06510 203-773-1909; rsmus.com 68 161 Audit, tax, consulting Susan Martinelli 1926 3 Beers, Hamerman, Cohen & Burger 234 Church St. New Haven 06510 203-787-6527; bhcbcpa.com 30 48 Assurance services, tax planning and preparation, specialized accounting services, advisory, and litigation support Dennis Cole 1962 4 Fiondella, Milone & LaSaracina LLP 470 James St. New Haven 06513 860-657-3651; www.fmlcpas.com 28 62 Audit and assurance services, tax compliance and consulting, Sarbanes-Oxley and other business consulting services for public and private companies Jeff Fiondella 2002 5 blumshapiro 2 Enterprise Dr. Shelton 06484 203-944-2100; www.blumshapiro.com 22 43 Accounting, tax and advisory services Andrew Lattimer 1980 6 Budwitz & Meyerjack PC 1122 Highland Ave. Cheshire 06410 203-272-162; www.budwitzmeyerjack.com 19 34 Accounting, auditing, tax services David A. Pelletier 1971 7 PKF O'Connor Davies 4 Corporate Dr., Ste. 488 Shelton 06484 203-929-3535; dhls.com 16 35 Full service certified public accounting and business consulting firm Eric N. Hendlin 1990 8 Simione Macca & Larrow 4130 Whitney Ave. Hamden 06518 203-281-0540; smlcpas.com 15 10 Accounting, tax and consulting, audits (including ESOPs), business ownership and succession planning, divorce accounting, mergers and acquisitions assistance Carmen J. Macca 1973 9 Lenkowski, Lonergan & Co. LLP 1579 Straits Tpke,, Ste. 2D Middlebury 06762 203-574-3100; lenkowskilonergancpa.com 7 13 Tax preparation and consulting, financial statement prep, business valuation, forensic accounting, IT consulting Leonard M. Romaniello Jr. 1965 10 Apicella, Testa & Co. PC 680 Bridgeport Ave. Shelton 06484 203-925-9494; www.ctcpa.com 4 13 Income, estate and gift taxes, financing and business consulting, retirement planning, auditing and management advisory services Achille A. Apicella 1972 11 Visconti & Associates 44 Foxon Rd. East Haven 06513 203-865-2927; www.pvacpas.com 4 12 Auditing and accounting services John Visconti 1992 Source: Each firm via survey. —Compiled by Roger Magnus Research.