Issue link: https://nebusinessmedia.uberflip.com/i/921563
www.HartfordBusiness.com • January 8, 2018 • Hartford Business Journal 11 Source: Each firm via survey. (1) Formerly Whittlesey & Hadley PC. (2) Locally. (3) Other offices in Essex and Middletown. (4) On Oct. 26, 2015, McGladrey changed its name to RSM US LLP and united with fellow firms in the RSM International network under the brand RSM. (5) Additional offices in New Haven, Stamford and Westport. (6) Relocated to Hartford from its Rocky Hill office in May 2016. (7) 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. (8) Founding year for Howard L. Page & Co. LLC; Shein, Cohen, Palmer & Co. LLC CPAs was founded in 1978. —Compiled by Stephanie R. Meagher. 6 Marcum LLP 185 Asylum St., 17th Floor Hartford, CT 06103 860-760-0600; www.marcumllp.com 68 178 Auditing (including SEC), compilations and review, compliance audits, corporate taxes, financial services, governmental, tax, mergers, public offerings, tax representation, valuation Michael Brooder 1997 7 Whittlesey (1) 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 Drew Andrews 1961 8 Ernst & Young LLP 225 Asylum St. Hartford, CT 06103 860-247-3100; ww.ey.com 34 157 Audit, assurance and advisory, federal, state and international tax, transaction advisory and due diligence, risk advisory Amelia Caporale 1918 9 Crowe Horwath LLP 175 Powder Forest Drive Simsbury, CT 06089 860-678-9200; www.crowehorwath.com 33 68 Audit, tax, advisory services, risk consulting and performance consulting Richard Buggy Joe Pieksza 1999 (2) 10 Mahoney Sabol & Co. LLP 180 Glastonbury Blvd., Suite 400 Glastonbury (3), CT 06033 860-541-2000; mahoneysabol.com 27 46 SEC, private company and municipal entity auditing, accounting, tax consulting and compliance, business and financial consulting, valuations, estate and trusts, personal financial planning, forensic accounting and representation before taxing authorities James M. Mahoney 1990 11 Budwitz & Meyerjack PC 322 Main St. Farmington, CT 06032 860-677-8303; www.budwitzmeyerjack.com 26 34 Accounting, auditing and tax services for businesses, individuals and nonprofit organizations Michael A. Ziebka 1971 11 Fiondella, Milone & LaSaracina LLP 300 Winding Brook Drive Glastonbury, CT 06033 860-657-3651; www.fmlcpas.com 26 29 Audit and assurance services, tax compliance and consulting, Sarbanes-Oxley and other business consulting services for public and private companies Jeff Fiondella 2002 13 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 14 RSM US LLP (4) 3 Farm Glen Blvd., 1st Floor Farmington, CT 06032 860-246-2833; rsmus.com 18 (5) 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 21 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 (6) 90 State House Square, 10th Floor Hartford, CT 06103 860-781-6700; grantthornton.com 15 52 Accounting, audit, tax, advisory services Dana Wilson 1924 16 Harper & Whitfield 314 Farmington Ave. Farmington, CT 06032 860-677-9188; www.harperwhitfield.com 15 29 Accounting and tax services for individuals, trusts and private companies Greg Shillo David Oleasz 1979 18 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 19 Harvey & Horowitz PC 1813 Silas Deane Highway 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 19 Palmer Latko Ledas Page (7) 20 Tower Lane Avon, CT 06001 860-677-1000 ; www.scpco.com 12 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 David Ledas 1941 (8) 21 Federman, Lally & Remis LLC 231 Farmington Ave. Farmington, CT 06032 860-678-7100; www.flrcpa.com 11 20 Audit, tax and consulting services for industries and individuals David S. Federman 1991 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, business advisory, tax planning and compliance, trusts and estates, employee-benefit plans Paul R. D'Agostino 1972 21 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 1986 24 Barron, Yanaros & Caruso PC 1160 Silas Deane Highway, Suite 301 Wethersfield, CT 06109 860-257-3900; www.byccpa.com 10 16 Accounting, tax planning and consulting for small businesses, individuals and dental and medical practices William Barron Allan Yanaros 1988 25 Filomeno & Co. PC 80 S. Main St. West Hartford, CT 06107 860-561-0020; www.filomeno.com 9 17 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 25 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 Levin, Bengtson & Smith PC 20 Waterside Drive 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 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 29 MMNT CPAs (9) 160 Chapel Road, Suite 301 Manchester, CT 06042 860-643-1001; www.mmnt-cpa.com 5 13 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 29 Pue, Chick, Leibowitz & Blezard LLC 76 S. Frontage Road Vernon, CT 06066 860-871-1722; www.pue-cpas.com 5 12 Business valuation, forensic accounting, litigation support, taxation, accounting, auditing, consulting Steven R. Leibowitz Michael R. Blezard 1955 31 UHY LLP (10) 18 N. Main St. West Hartford, CT 06107 860-519-1726; www.uhy-us.com 4 8 Tax planning and compliance; audit and assurance, business valuation Edward E. Pratesi 2000 32 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. (1) Formerly Whittlesey & Hadley PC. (2) Locally. (3) Other offices in Essex and Middletown. (4) On Oct. 26, 2015, McGladrey changed its name to RSM US LLP and united with fellow firms in the RSM International network under the brand RSM. (5) Additional offices in New Haven, Stamford and Westport. Largest accounting firms in Greater Hartford (Ranked by number of local certified public accountants as of October 2017) 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 129 408 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 CohnReznick LLP 350 Church St., 12th Floor Hartford, CT 06103 959-200-7000; cohnreznick.com 105 226 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 80 266 Audit, tax, financial advisory and consulting Rich Tavolieri 1895 4 BlumShapiro 29 South Main St. West Hartford, CT 06107 860-561-4000; www.blumshapiro.com 77 207 Regional business advisory firm serving privately held companies, educational institutions, nonprofit organizations and government entities Joseph A. Kask 1980 5 KPMG LLP 755 Main St. Hartford, CT 06103 860-297-3200; www.KPMG.com 72 208 Accounting, tax and advisory services Thomas M. Daugherty 1897 6 Marcum LLP 185 Asylum St., 17th Floor Hartford, CT 06103 860-760-0600; www.marcumllp.com 68 178 Auditing (including SEC), compilations and review, compliance audits, corporate taxes, financial services, governmental, tax, mergers, public offerings, tax representation, valuation Michael Brooder 1997 7 Whittlesey (1) 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 Drew Andrews 1961 8 Ernst & Young LLP 225 Asylum St. Hartford, CT 06103 860-247-3100; ww.ey.com 34 157 Audit, assurance and advisory, federal, state and international tax, transaction advisory and due diligence, risk advisory Amelia Caporale 1918 9 Crowe Horwath LLP 175 Powder Forest Drive Simsbury, CT 06089 860-678-9200; www.crowehorwath.com 33 68 Audit, tax, advisory services, risk consulting and performance consulting Richard Buggy Joe Pieksza 1999 (2) 10 Mahoney Sabol & Co. LLP 180 Glastonbury Blvd., Suite 400 Glastonbury (3), CT 06033 860-541-2000; mahoneysabol.com 27 46 SEC, private company and municipal entity auditing, accounting, tax consulting and compliance, business and financial consulting, valuations, estate and trusts, personal financial planning, forensic accounting and representation before taxing authorities James M. Mahoney 1990 11 Budwitz & Meyerjack PC 322 Main St. Farmington, CT 06032 860-677-8303; www.budwitzmeyerjack.com 26 34 Accounting, auditing and tax services for businesses, individuals and nonprofit organizations Michael A. Ziebka 1971 11 Fiondella, Milone & LaSaracina LLP 300 Winding Brook Drive Glastonbury, CT 06033 860-657-3651; www.fmlcpas.com 26 29 Audit and assurance services, tax compliance and consulting, Sarbanes-Oxley and other business consulting services for public and private companies Jeff Fiondella 2002 13 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 14 RSM US LLP (4) 3 Farm Glen Blvd., 1st Floor Farmington, CT 06032 860-246-2833; rsmus.com 18 (5) 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 21 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 (6) 90 State House Square, 10th Floor Hartford, CT 06103 860-781-6700; grantthornton.com 15 52 Accounting, audit, tax, advisory services Dana Wilson 1924 16 Harper & Whitfield 314 Farmington Ave. Farmington, CT 06032 860-677-9188; www.harperwhitfield.com 15 29 Accounting and tax services for individuals, trusts and private companies Greg Shillo David Oleasz 1979 18 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 19 Harvey & Horowitz PC 1813 Silas Deane Highway 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 19 Palmer Latko Ledas Page (7) 20 Tower Lane Avon, CT 06001 860-677-1000 ; www.scpco.com 12 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 David Ledas 1941 (8) 21 Federman, Lally & Remis LLC 231 Farmington Ave. Farmington, CT 06032 860-678-7100; www.flrcpa.com 11 20 Audit, tax and consulting services for industries and individuals David S. Federman 1991 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, business advisory, tax planning and compliance, trusts and estates, employee-benefit plans Paul R. D'Agostino 1972 21 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 1986 24 Barron, Yanaros & Caruso PC 1160 Silas Deane Highway, Suite 301 Wethersfield, CT 06109 860-257-3900; www.byccpa.com 10 16 Accounting, tax planning and consulting for small businesses, individuals and dental and medical practices William Barron Allan Yanaros 1988 25 Filomeno & Co. PC 80 S. Main St. West Hartford, CT 06107 860-561-0020; www.filomeno.com 9 17 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 GitlinCampisePrendergast LLC FOCUS