EVERYTHING YOU (N)EVER WANTED TO KNOW ABOUT ME!

My family has owned a CPA firm for as long as I can remember.  While in high school, I had the opportunity to help my father with his tax practice during busy seasons and loved learning about taxation.  I enjoyed my exposure to my family’s business, so it made sense to pursue an accounting degree in college.  

I hold a Bachelor of Science in Business Administration (BSBA) and a Masters of Science in Accounting (MSA) from Stonehill College.  I am a Certified Public Accountant who is licensed in Massachusetts and am an active member of the Massachusetts Society of Certified Public Accountants (MSCPA).  While I am licensed in Massachusetts, I am able to do tax preparation for clients in all states given the mobility of my license.

I began my professional career as an auditor for a Big 4 Accounting firm specializing in external audits for large scale multi-million dollar clients.  Then, I joined a regional accounting firm in their tax department and assisted in the preparation of Federal and State tax returns for individuals, corporate, partnerships and trusts.  Both firms were a pleasure to work for at that stage in my career, but in the end, a traditional firm was not for me.  I continued to feel the pull between the clients that were just assigned to my schedule and the clients that I was personally building through my own consulting practice on the side.  I wanted more flexibility to work directly with my clients and build client relationships with people that I liked to work with, not had to work with.  It made sense for me to transition from just seasonal work to full-time consulting with my family’s practice to achieve this.

After spending over two decades as part of my family’s practice, I can still say that I love what I do!  I have such a passion and enthusiasm for taxation that it creates and fosters long-term relationships with my clients.  I’m focused on going above and beyond to ensure that I do not just prepare the returns for you, but educate you to make informed decisions as it relates to your personal situation going forward.