Profile

Results

We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.

Relationships

We are your trusted partner in success. My firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.

Relief

Rest assured that when a need arises, my firm is ready and capable to handle everything for you so you can focus on what matters most to you.

Profile

I began my public accounting career with Ernst & Young in 1972 and opened my own CPA firm in 1982. In 2008 I merged with another accounting firm and, after honoring a two year non-compete, re-opened my own firm again in 2012.

In addition to my CPA licenses I also hold my Series 7 and 66 broker licenses with FINRA and a Massachusetts insurance license. These credentials allow me to provide very holistic services to my clients to effectively assist them in achieving all major areas of their financial goals.

I love what I do and am committed to helping my clients keep the financial promises they make to their loved ones and themselves.  This means providing you quality and professional financial guidance and expertise that ranges from basic tax services to sophisticated tax management for individuals and businesses as well as business advisory services honed with over 40 years of experience. My promise to you is that you will receive the close analysis and attention you deserve.

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