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BOOK OF LISTS 2015-2016 Professional Services 62 Hartford Business Journal • decemBer 28, 2015 www.HartfordBusiness.com Continued from page 60 Largest accounting firms in the Hartford region (Ranked by number of local certified public accountants as of Aug. 2015) Rank Company 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 126 413 (1) Assurance/audit, tax, advisory; Industry specialty services include: financial services, health industries, technology, private equity, private company services, higher education, manufacturing Keith J. Hubert 1890 2 CohnReznick LLP 350 Church St., 12th Floor Hartford, CT 06103 959-200-7000; www.cohnreznick.com 105 239 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 Edmund Kindelan 1919 3 Deloitte LLP 185 Asylum St. Hartford, CT 06103 860-725-3000; www.deloitte.com 80 233 Audit, tax, financial advisory and consulting John Curran 1895 4 KPMG LLP 755 Main St. Hartford, CT 06103 860-297-3200; www.KPMG.com 69 194 Accounting, tax and advisory services Richard P. Caporaso 1897 5 BlumShapiro 29 S. Main St. West Hartford, CT 06107 860-561-4000; www.blumshapiro.com 67 209 Regional business advisory firm serving privately- held companies, educational institutions, nonprofit organizations and government entities Joseph A. Kask 1980 6 Whittlesey & Hadley 280 Trumbull St., 24th Floor Hartford, CT 06103 860-522-3111; www.whcpa.com 65 125 Auditing, accounting and financial reporting, tax planning and consulting, business advisory services, healthcare consulting, technology consulting and employee-benefit plan audits Drew Andrews 1961 7 Marcum LLP 185 Asylum St., 17th Floor Hartford, CT 06103 860-760-0600; www.marcumllp.com 59 132 Auditing (including SEC), compilations and review, compliance audits, corporate taxes, financial services, governmental, tax, mergers, public offerings, tax representation, valuation Michael Brooder 1997 8 McGladrey 3 Farm Glen Blvd., 1st Floor Farmington, CT 06032 860-246-2833; www.mcgladrey.com 40 DND Assurance, tax and consulting services Tony Ceci 1926 9 Ernst & Young LLP 225 Asylum St. Hartford, CT 06103 860-247-3100; ww.ey.com 34 206 Audit, assurance and advisory, federal, state and international tax, transaction advisory and due diligence, risk advisory Amelia Caporale 1918 10 Budwitz & Meyerjack PC 322 Main St. Farmington, CT 06032 860-677-8303; www.budwitzmeyerjack.com 26 31 Accounting, auditing and tax services for businesses, individuals and nonprofit organizations Michael A. Ziebka 1971 10 Mahoney Sabol & Co. LLP 180 Glastonbury Blvd., Ste. 400 Glastonbury (2), CT 06033 860-541-2000; www.mahoneysabol.com 26 47 SEC and private company auditing, accounting, tax consulting and compliance, municipal auditing, business and financial consulting, valuations, estate and trusts, personal financial planning, forensic accounting and representation before taxing authorities James M. Mahoney 1990 12 Crowe Horwath LLP (3) 175 Powder Forest Dr. Simsbury, CT 06089 860-678-9200; www.crowehorwath.com 25 62 Audit, tax, advisory, risk and performance services Richard Buggy 1999 (4) 12 Fiondella, Milone & LaSaracina LLP 300 Winding Brook Dr. Glastonbury, CT 06033 860-657-3651; www.fmlcpas.com 25 53 Audit and assurance services, tax compliance and consulting, Sarbanes-Oxley and other business consulting services for public and private companies Jeff Fiondella 2002 14 Simione Macca & Larrow 85 Wolcott Hill Road Wethersfield, CT 06109 860-529-5600; www.smlcpas.com 20 28 Accounting, tax and consulting, audits (including ESOPs), business ownership and succession planning, divorce accounting, mergers and acquisitions assistance Carmen J. Macca 2000 15 Grant Thornton LLP 175 Capital Blvd., Ste. 402 Rocky Hill, CT 06067 860-781-6700; www.grantthornton.com 19 40 Accounting, audit, tax, advisory services Dana Wilson 1924 16 Guilmartin, DiPiro & Sokolowski LLC 505 Main St. Middletown, CT 06457 860-347-5689; www.gdscpas.com 17 25 Accounting, auditing, business consulting, evaluation services, corporate, individual, partnership, estate and gift-tax planning, audit, review and compiled financial-statement services, nonprofit consulting, including governmental/single audits Michael J. DiPiro Michael A. Sokolowski 1972 17 Harper & Whitfield 314 Farmington Ave. Farmington, CT 06032 860-677-9188; www.harperwhitfield.com 13 24 Accounting and tax services for individuals and privately held companies, estate planning, business valuations and cost-segregation studies Greg Shillo David Oleasz 1979 18 Barron, Yanaros & Caruso PC 1160 Silas Deane Hwy., Ste. 301 Wethersfield, CT 06109 860-257-3900; www.byccpa.com 12 18 Accounting, tax planning and consulting for small businesses, individuals and dental and medical practices William Barron Allan Yanaros Michael Caruso 1988 Federman, Lally & Remis LLC 12 Crowe Horwath LLP (3) 175 Powder Forest Dr. Simsbury, CT 06089 860-678-9200; www.crowehorwath.com 25 62 Audit, tax, advisory, risk and performance services Richard Buggy 1999 (4) 12 Fiondella, Milone & LaSaracina LLP 300 Winding Brook Dr. Glastonbury, CT 06033 860-657-3651; www.fmlcpas.com 25 53 Audit and assurance services, tax compliance and consulting, Sarbanes-Oxley and other business consulting services for public and private companies Jeff Fiondella 2002 14 Simione Macca & Larrow 85 Wolcott Hill Road Wethersfield, CT 06109 860-529-5600; www.smlcpas.com 20 28 Accounting, tax and consulting, audits (including ESOPs), business ownership and succession planning, divorce accounting, mergers and acquisitions assistance Carmen J. Macca 2000 15 Grant Thornton LLP 175 Capital Blvd., Ste. 402 Rocky Hill, CT 06067 860-781-6700; www.grantthornton.com 19 40 Accounting, audit, tax, advisory services Dana Wilson 1924 16 Guilmartin, DiPiro & Sokolowski LLC 505 Main St. Middletown, CT 06457 860-347-5689; www.gdscpas.com 17 25 Accounting, auditing, business consulting, evaluation services, corporate, individual, partnership, estate and gift-tax planning, audit, review and compiled financial-statement services, nonprofit consulting, including governmental/single audits Michael J. DiPiro Michael A. Sokolowski 1972 17 Harper & Whitfield 314 Farmington Ave. Farmington, CT 06032 860-677-9188; www.harperwhitfield.com 13 24 Accounting and tax services for individuals and privately held companies, estate planning, business valuations and cost-segregation studies Greg Shillo David Oleasz 1979 18 Barron, Yanaros & Caruso PC 1160 Silas Deane Hwy., Ste. 301 Wethersfield, CT 06109 860-257-3900; www.byccpa.com 12 18 Accounting, tax planning and consulting for small businesses, individuals and dental and medical practices William Barron Allan Yanaros Michael Caruso 1988 18 Federman, Lally & Remis LLC 231 Farmington Ave. Farmington, CT 06032 860-678-7100; www.flrcpa.com 12 20 Audit, tax and consulting services for industries and individuals David S. Federman 1991 18 Filomeno & Company PC 80 S. Main St. West Hartford, CT 06107 860-561-0020; www.filomeno.com 12 20 Accounting and auditing, business advisory services, business valuations, business tax reduction, cost segregation studies, estates, gifts and trusts, individual wealth planning, investment planning, management services Thomas J. Filomeno 1966 18 Harvey & Horowitz PC 1813 Silas Deane Hwy. Rocky Hill, CT 06067 860-563-6443; www.hhcpas.com 12 17 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 18 Sheptoff, Reuber & Co. 111 New London Tpke. Glastonbury, CT 06033 860-659-0357; www.srandco.com 12 DND Accounting, auditing, tax, business consulting, employee-benefit plan audits, estate tax and financial planning, audits for the Connecticut digital media and motion picture tax credit, succession planning, mergers and acquisitions Yvonne S. Dussol 1975 23 Nicola, Yester & Co. P.C. 223 Eastern Blvd. Glastonbury, CT 06033 860-633-1194; www.nicola- yester.com 11 20 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 Norman J. Yester Alex S. Dziama Stephen V. Prigionieri 1986 24 Hallisey & D'Agostino, LLP 540 Silas Deane Hwy. Wethersfield, CT 06109 860-563-8271; www.hdllpcpa.com 10 18 Accounting and financial reporting, financial statement audits, reviews and compilations, business advisory, tax planning and compliance, trusts and estates, employee-benefit plans Paul R. D'Agostino 1975 25 Miller, Moriarty & Co. LLC 35 Court St. New Britain, CT 06051 860-225-7854; www.millermoriarty.com 9 13 Business advisory and consulting services, advisory and tax planning services for individuals and families, estate, trust and gift planning services, traditional accounting and tax services for businesses and individuals Justine Moriarty 1920 26 GitlinCampisePrendergast LLC (5) 836 Farmington Ave., Ste. 137 West Hartford, CT 06119 860-236-5833; www.gc-cpas.com 8 14 Tax, auditing and management advisory services Salvatore Giuliano 1952 26 Shein, Cohen, Palmer & Co. LLC CPAs 20 Tower Lane Avon, CT 06001 860-677-1000 ; www.scpco.com 8 12 Business and tax planning, small business office services, business, individual, trust and nonprofit accounting, tax-return preparation, auditing and attest services, financial-statement preparation Gary C. Palmer 1978 28 Levin, Bengtson & Smith PC 20 Waterside Dr. Farmington, CT 06032 860-678-5160; www.lbscpa.net 7 15 Tax compliance and research, business consulting and valuation services, compilation, review and audited financial statements and financial planning Steven M. Levin 1978 29 Pue, Chick, Leibowitz & Blezard LLC 76 S. Frontage Road Vernon, CT 06066 860-871-1722; www.pue-cpas.com 6 15 Business valuation, forensic accounting, litigation support, taxation, accounting, auditing, consulting Steven R. Leibowitz 1955 30 Castanho Financial Group LLC 1622 Main St. East Hartford, CT 06108 860-289-2777; www.CastanhoFinancialGroup.com 2 10 Accounting services Carl A. Castanho 1998 Source: Individual companies. DND = Did not disclose. (1) As of Aug. 1, 2015. (2) Other offices in Essex and Middletown. (3) Employees of Saslow, Lufkin & Buggy LLP joined Crowe Horwath on July 1, 2015. (4) Locally. (5) GitlinCampise LLC and Massa & Co. merged, effective Jan. 2015. —Compiled by Roger Magnus and Heide Martin. Total local CPAs among 25 largest accounting firms 2014.................814 2015.................906 % Change ..........11.3%