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Masotti & Masotti LLC

  • 1100 Summer Street
  • Stamford, CT 06905-5534
  • P: 203-323-1191
  • F: 203-324-3607
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Phone:
(203) 323-1191 ext. 127
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ROBERT P. MASOTTI, CPA

  • Phone: (203) 323-1191  ext. 127
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Robert P. Masotti graduated from the University of Connecticut with a Bachelor of Science Degree from the School of Business with a major in accounting. He cofounded the firm on the simple principle that our clients will always be our number one priority. Today, he continues that same message as the managing member of the firm.

During the course of his career, he has had extensive experience practicing before the Internal Revenue Service including the Office of International Operations, Regional Appeals Office, District Counsel's Office, and the National Office. He has supported attorneys in tax fraud litigation cases including negotiations with the U.S. Department of Justice attorneys in Washington, D.C. and has assisted with plea bargaining negotiations with the local U.S. Attorney's Office. He has worked with the tax departments of large publicly held companies on corporate income tax matters. He has assisted many clients and their attorneys with mergers, acquisitions, and the sale of businesses. He continues to consult with clients on business, income tax, and estate planning issues.

His business experience includes serving on the Board of Directors of real estate investment and development companies, a publicly held multi-bank holding company, and an international finance company. He presently is on the boards of an aerospace manufacturing company and two private charitable foundations. He has served, and continues to serve, as executor and trustee for several of our clients.

He has contributed material to the Tax Advisor, a monthly magazine published by the American Institute of Certified Public Accountants, he has been a guest lecturer at Pace University and SCORE, a division of the U.S. Small Business Administration. He is also a Honorary member of the American Institute of Certified Public Accountants and a Fellow in the Connecticut Society of Certified Public Accountants.

Phone:
(203) 323-1191 ext. 134
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RAYMOND B. SMYTH, CPA

  • Phone: (203) 323-1191 ext. 134
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Raymond B. Smyth graduated from Fairfield University with a Bachelor of Science Degree in Accounting and a minor in Finance. He is a Certified Public Accountant in the State of Connecticut, a member of the American Institute of Certified Public Accountants, and the Connecticut Society of Certified Public Accountants. He is a life-long resident of Stamford.

With over 26 years of experience with the firm, Ray has provided valued services to both our business and personal clients in the areas of accounting, tax, and consulting. He has developed expertise with the financial reporting and tax issues relating to Employee Stock Ownership Plans (ESOP). He has represented many clients before the Internal Revenue Service, states of Connecticut, New York, and New Jersey departments of revenue services on individual and corporate income tax disputes, and state sales tax issues.

Ray is a member of the Board of Directors of Patriot National Bank and formerly a member of the Board of Trinity Catholic High School. He has been a member of the Knights of Columbus for 25 years. He was also the former president of the Stamford Kiwanis Club and Stamford American Little League.

Phone:
(203) 323-1191 ext. 128
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DANIEL GREENBERG, CPA

  • Phone: (203) 323-1191  ext. 128
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Daniel Greenberg earned his BS degree in Accounting from the University of New York at Albany in 1977. He is a Certified Public Accountant in the State of Connecticut, a member of the American Institute of Certified Public Accountants, and the Connecticut Society of Certified Public Accountants.

Over the 31 years with the firm, Dan has developed extensive expertise in tax planning and preparation of business and individual income tax returns, at both the federal and state level, as well as the preparation of tax returns for private foundations. Having spent 20 years with the firm providing accounting, tax planning and tax preparation services for the U.S. headquarters of a worldwide conglomerate and a Fortune 100 Company, allowed Dan to develop special expertise at the multi-state level. He has represented clients before the Internal Revenue Service, Connecticut Department of Revenue Service, the Connecticut Department of Labor, New York State Department of Taxation and Finance, New York State Department of Labor, and the City of New York Department of Finance.

Phone:
(203) 323-1191 ext. 133
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JOHN K. TOAL, MST, CPA

  • Phone: (203) 323-1191  ext. 133
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John K. Toal (Shawn) received his BS in Accounting in 1980 from Fairfield University and a Masters Degree in Taxation from the University of New Haven in 1990. He is a Certified Public Accountant in the State of Connecticut, resides in Fairfield, Connecticut, and has three children.

With over 28 years of experience with the firm, he has represented numerous clients before the Internal Revenue Service Audit Division, Regional Appeals Office, District Counsel's Office and has obtained rulings from the National Office. Has provided litigation support services for various law firms and publicly held companies. He concentrates on assisting his clients in business planning and analyses, mergers, acquisitions, sales of businesses, and shareholder disputes. He also advises his clients on income tax and estate planning. He has also installed and implemented numerous computerized accounting systems for clients.

Phone:
(203) 323-1191 ext. 148
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JOHN A. CURRAN, CPA

  • Phone: (203) 323-1191 ext. 148
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John A. Curran received his B.S. in Accounting in 1981 from Manhattan College. He has spent his entire career in public accounting. He is a Certified Public Accountant in both the states of Connecticut and New York. He is also a member of the American Institute of Certified Public Accountants (AICPA).

For over 28 years, John has assisted clients in a broad range of industries. He is involved with all of the firm’s financial statement audits and quality control. John provides clients with a full range of planning and reporting services in the tax and financial statement areas. He is regularly consulted on complex accounting and reporting issues as well as the evaluation of corporate internal controls. He works with the firm’s closely-held businesses, not-for-profit organizations, and retirement plan clients.

Phone:
(203) 323-1191 ext. 145
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JOHN W. MASOTTI, CMA, CPA

  • Phone: (203) 323-1191  ext. 145
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John W. Masotti graduated in 1997 from the University of Connecticut with a Bachelor of Science Degree from the School of Business with a major in accounting.  He is a licensed Certified Public Accountant in both the states of Connecticut and New York.  He is also a Certified Managerial Accountant.

He has extensive experience in tax planning and the preparation of business and individual income tax returns.  He represents clients before the Internal Revenue Service, Connecticut Department of Revenue Services, Connecticut Department of Labor, and New York State Department of Taxation and Finance. He is continuously working with our strategic partner Select Family Office rendering tax planning and tax compliance services for our common clients. He is one of only 5,500 people in the country that hold both the CPA and CMA designations which makes him uniquely qualified when he regularly consults with our business clients on managerial issues including strategic planning, budgeting, and various cost, revenue and capital investment analysis.

John is on the Board of Directors of an aerospace manufacturing company as well as two private charitable foundations that he founded.  He is also member of the Advisory Board of the Yale School of Medicine Eye Center.  He is a member of the American Institute of Certified Public Accountants, Connecticut Society of Certified Public Accountants, New York State Society of Certified Public Accountants, and the Institute of Managerial Accountants.


203-323-1191 ext. 147
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FRED L. SKERVIN, CPA

  • 203-323-1191 ext. 147
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Fredrick L. Skervin , CPA graduated from Mercy College with a Bachelor of Science degree, with a major in  Accounting.  Upon graduation he joined a mid-size public accounting firm in Westchester County, NY where he worked as an auditor for Governmental and Non-For-Profit clients.  He then went on to work as a tax professional for Apollo Global Management, LLC a publicly traded private equity firm.  Having spent the last five years doing tax compliance at Apollo has allowed him to develop special expertise at both domestic and international taxation.

 He has extensive experience in the preparation of partnership and individual income tax returns.  

Fredrick's expertise and experience is an excellent fit for our firm, and will enhance our ability to administer midmarket private equity funds.  Fredrick is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants.

Phone:
203-323-1191 ext. 123
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TINA F. KLEIN

  • Phone: 203-323-1191 ext. 123
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Tina Klein earned her Bachelor of Science Degree in Accounting from Fairfield University in 1989. During her 20 years with the firm, she has had extensive experience in the planning and preparation of corporate, partnership, and individual income tax returns. She has successfully represented clients before the Internal Revenue Service, Connecticut Department of Revenue Services, and the Connecticut Department of Labor.

Tina is also a technical specialist with intensive hands-on experience with accounting software. Her in-depth knowledge of various programs has been instrumental in the installation and implementation of systems for many of our clients. She also uses her skills and patience to train our clients' personnel in the proper use of the software.

Phone:
203-323-1191 ext. 146
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MIKE HU, CPA, MSA

  • Phone: 203-323-1191 ext. 146
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Mike Huaming Hu has received a B.A. Degree from the Central China Normal University and a Masters of Accounting Degree from the University of New Mexico. Prior to joining the firm in 2005, he was an associate professor at the Tongji Medical University in Wuhan, China. He is, of course, fluent in English and Chinese.

Mike is a technical specialist in the application and use of various accounting and tax softwares. He is also experienced in the preparation of individual, business, estate, and trust tax returns including multi-state corporate income tax returns. Mike is a valuable resource to some of our clients who are expanding their businesses into China.

Phone:
203-323-1191 ext. 126
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LAURA A. MASOTTI

  • Phone: 203-323-1191 ext. 126
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Laura A. Masotti received a B.A. from Fordham University and a M.A. from Fairfield University. Her expertise, allows the firm to offer to our clients strategic marketing consulting. Prior to her consulting position with the firm, she was Vice President of Grey Health Care Group and Director of Marketing at National Committee for Quality Assurance (NCQA).

She is a proven marketing professional with 18 years of experience in strategic business and marketing plan development, product development, branding and positioning, competitive analysis, and market research. She has consulted in a variety of different industries but has a concentration in the pharmaceutical, managed care, and healthcare markets. She has done consulting for practically every major pharmaceutical company. She brings a broader dimension to our business consulting services.