This page lists bookkeeping and accounting firms that serve home-service and trades businesses such as HVAC, plumbing, electrical, roofing, landscaping, and general contracting in South Burlington, VT. Each entry summarizes the firm based on its own website, and notes when a firm serves the area remotely rather than from a local office.
Firms listed: 3.
Grippin Donlan Pinkham #
Website: https://www.gdp-cpa.com
Phone: 802-846-2000
Grippin Donlan Pinkham is a certified public accounting firm with an office in South Burlington, Vermont. The firm identifies itself on its website as Certified Public Accountants, Consultants and Advisors. It invites prospective clients to call its South Burlington, Vermont office at 802-846-2000, and it also operates an office in Charlotte, North Carolina, reachable at 704-558-6010. According to the website, the firm is licensed in Vermont, Massachusetts, and North Carolina, and it recently opened the Charlotte office, so while it serves the South Burlington area from a local Vermont base, it is a multi-state firm with operations beyond Vermont.
The firm describes itself as large enough to offer a full array of accounting, taxation, audit, and consulting services while remaining small enough to know clients on a personal level. It states that it started small and has grown to become what it describes as a top ten firm in the State of Vermont, with what it characterizes as top-notch credentials and experience. The firm frames its value proposition as giving clients access to the resources of a larger firm delivered with the close personal touch of a locally owned small business.
According to its website, the firm’s services include accounting, tax planning, tax return preparation, captive insurance audit services, personal financial planning, estate and trust planning, and small business consulting, along with a range of other individualized services. The mention of accounting and small business consulting indicates that the firm supports ongoing business accounting needs in addition to its tax and audit work, and its inclusion of captive insurance audit services points to specialized assurance capabilities. The website organizes its site around sections for services, people, careers, a tax center, resources, newsletters, and financial and paycheck calculators, and it provides a client document portal and an online invoice payment option.
The firm lists numerous professional affiliations on its website. It states that GDP, its partners, and staff are members of the American Institute of Certified Public Accountants, the Vermont Society of CPAs, the North Carolina Society of CPAs, the AICPA Employee Benefit Plan Audit Quality Center, the AICPA Private Companies Practice Section, the National Association of Certified Valuators and Analysts, and the Vermont Captive Insurance Association. It also lists membership in several regional organizations, including the Lake Champlain Regional Chamber of Commerce and the Stowe Area Association.
Two of the firm’s listed affiliations are directly relevant to the trades and home-service sectors. The website states that the firm and its staff are members of the Home Builders and Remodelers Association of Northern Vermont and the Associated General Contractors of Vermont. These memberships indicate engagement with the construction and contracting community in the region, although the website does not break out specific service offerings tailored to particular trades such as HVAC, plumbing, or roofing. This listing therefore notes the firm’s construction-related affiliations without attributing a detailed trade-specific service line that the source does not describe.
The firm provides a contact email of gdp@gdp-cpa.com and emphasizes its readiness to serve clients across the services it offers. Its website positions the practice as a resource for clients who need accounting, tax planning and preparation, audit services including captive insurance audits, personal financial planning, estate and trust planning, and small business consulting.
For directory purposes, Grippin Donlan Pinkham is a certified public accounting, consulting, and advisory firm with a South Burlington office that serves the local area and, through its multi-state licensure and Charlotte office, clients beyond Vermont. The firm offers a full range of accounting, tax, audit, and consulting services and maintains affiliations with Vermont construction and home builder associations. Prospective clients can reach the South Burlington office at 802-846-2000.
McSoley McCoy & Co. #
Website: https://www.cpavt.com
Phone: 802-658-1808
McSoley McCoy & Co. is a certified public accounting firm located in South Burlington, Vermont. According to its website, the firm’s office is at 118 Tilley Drive, Suite 202, South Burlington, VT 05403, and it can be reached by phone at 802-658-1808 or by fax at 802-658-1779. The firm presents itself as a South Burlington accounting firm and describes its approach as combining a small-firm personality with what it calls big-firm capability. It states that it provides common sense tax and accounting solutions tailored to the diverse needs of its clients.
The firm’s services fall into several categories. Its assurance services include audits, reviews, and compilations, and it also lists forensic accounting. On the tax side, the firm offers tax planning and tax preparation, along with services for handling tax problems that include IRS audit representation, assistance with non-filed tax returns, IRS payment plans, and offers in compromise. Additional services described on the website include strategic business planning, new business formation, estate planning, and mergers and acquisitions. These offerings indicate a full-service accounting and tax practice serving both businesses and individuals.
McSoley McCoy & Co. places a notable emphasis on the construction industry, which is directly relevant to contractors and home-service businesses. The website describes more than 25 years of experience serving the financial needs of contractors, construction companies, and general contractors, noting that these businesses face complex regulatory, tax, and compliance requirements that govern nearly every aspect of a project. The firm states that its understanding of the construction industry extends into many subcategories. Among the specialties it lists are general contractors, construction management, electrical contractors, excavation companies, heating and air conditioning (HVAC) professionals, highway construction firms, homebuilders, interiors companies, masonry and concrete providers, mechanical contractors, plastering and drywall companies, plumbers, roofers and siding companies, structural engineers, and utilities providers. This breadth indicates that the firm is positioned to handle accounting situations specific to the trades and to field-based contracting work.
Beyond construction, the firm lists a number of other industries it serves, including captive insurance, employee benefit plans, homeowners associations, the hospitality industry, manufacturing and distribution, non-profit organizations, and the public sector. This range suggests a practice that works across a variety of business types while maintaining a particular depth in construction and contracting.
The firm presents an extensive team of professionals on its website, listing many staff members and identifying certain individuals as certified public accountants. It also notes an affiliation with BDO Alliance USA, which it references as part of its resources and capabilities. For clients, the firm provides a secure, password-protected client portal for exchanging working documents, along with resources such as a newsletter, a blog, and a tax center that includes refund tracking, tax due dates, tax rates, IRS forms and publications, a record retention guide, and state tax forms.
The firm’s website notes that the business needs of contractors and construction companies are complex and challenging, with specific regulatory, tax, and compliance requirements governing nearly every aspect of each project. It states that the financial success of such a business is based on the decisions made every day and that its team can handle the complex accounting situations that arise in the industry. This framing reinforces that the firm treats construction and contracting as a core area of focus rather than an incidental one.
The website includes a standard disclaimer noting that the information it provides is for informational purposes only and does not substitute for professional advice or create an accountant-client relationship. The firm’s home page frames its overall purpose as bringing clients peace of mind through its tax and accounting work, and its resources section points to a newsletter and additional materials for clients who want to stay updated.
For directory purposes, McSoley McCoy & Co. is a full-service certified public accounting firm based in South Burlington that offers assurance, tax, and advisory services to a broad client base, with particular and well-documented experience serving the construction industry and its many trade subcategories, including HVAC, plumbing, electrical, and roofing contractors. Prospective clients can reach the firm at 802-658-1808.
My Vermont CPA #
Website: https://www.myvermontcpa.com
Phone: 802-878-9619
My Vermont CPA operates a certified public accounting practice with an office in South Burlington, Vermont. On its website the firm presents itself under the name Associates in Accounting, PLC, and it lists its office address as 1035 Hinesburg Road, South Burlington, VT 05403. The firm describes itself as a CPA practice serving accounting, tax, and consulting needs for businesses and individuals in the Champlain Valley area and beyond. Because its office is physically located in South Burlington, the firm is well placed to serve clients in the South Burlington community and the surrounding region.
The firm presents itself as a local practice that aims to strike a balance between small, local, attentive service and professional experience. According to its website, it serves the tax and accounting needs of individuals and small businesses in the area. For small and mid-sized businesses, the firm offers services intended to increase productivity and reduce tax liabilities, including outsourced accounting and bookkeeping, business consulting, tax planning, and business tax preparation.
Bookkeeping and small business accounting are central to the firm’s described offerings. The website states that its small business accounting services are designed to streamline operations and that the firm provides complete bookkeeping outsourcing so owners can focus on day-to-day operations. The firm says it establishes and manages a processing workflow suited to a client’s needs and describes its services as scalable, allowing businesses to meet demand without hiring an in-house bookkeeper. Related services include cash flow management, which the firm describes as vital to business and financial planning, financial statement preparation, and financial reviews and compilations.
On taxes, the firm offers annual tax return preparation and year-round tax minimization planning, describing itself as dedicated to staying current with tax codes and changing regulations. The website also lists IRS tax problem resolution, stating that the firm can work on a client’s behalf with the IRS to address back taxes, levies, liens, and wage garnishment. Additional services described include payroll processing, incorporation and new business advisory services such as entity selection and registration, and QuickBooks setup, cleanup, and staff training.
For individual clients, the firm provides wealth management, estate planning, and business valuation services, and it notes that it works as a Certified Valuation Analyst. It also offers individual tax preparation. The website expresses the view that taxes should not be considered only once a year and emphasizes year-round planning to build a better financial picture. A broader list of additional services on the site includes litigation support, business consulting, business valuation, debt restructuring, business loan assistance, mergers and acquisitions, succession planning, and estate planning.
The source material does not identify specific trades or home-service industries such as HVAC, plumbing, or roofing as a focus of the firm, so this listing does not attribute any particular contractor specialization to the practice. Its described work centers on general small business accounting, bookkeeping, payroll, tax, and advisory services suited to a range of small and mid-sized businesses in the area.
The website describes the firm’s accounting work as producing the precise financial data clients need to track expenses, manage cash flow, and capitalize on opportunities for growth, and it states that the firm aims to be easy to reach and willing to offer reliable advice when clients have critical financial questions. The firm also lists payroll, tax reduction planning, and business consulting among the areas it highlights for helping clients grow their bottom line.
The firm invites prospective clients to request a discovery call, which it states is offered to both individuals and businesses, or to call its office directly. It also provides a secure file sharing tool for sending documents and offers a newsletter with tips and tax due dates. For directory purposes, My Vermont CPA, operating as Associates in Accounting, PLC, is a local certified public accounting and bookkeeping firm with an office at 1035 Hinesburg Road in South Burlington that serves individuals and small businesses in South Burlington and throughout the Champlain Valley. Prospective clients can reach the office at 802-878-9619.