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Title: Member
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Boston College, B.S. (Cum Laude) |
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Bentley college, MST (Masters of Taxation) |
- More than 35 years of public accounting experience with extensive experience in
assisting business clients in manufacturing, real estate development, general contracting
and construction subcontractors, restaurant and hospitality, printing, advertising and
various professional service entities.
- Actively represents clients before the Internal Revenue Service and the Commonwealth
of Massachusetts for individual and business entity tax audits, collection issues and
problem resolution.
- Coordinates financial and retirement planning for individuals.
- Assists client in family wealth transfers from generation to generation, protection of
accumulated wealth and estate planning for individuals and their families.
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