WHO AM I?
I am a certified public accountant, licensed by the Massachusetts Board of Public Accountancy in 1980, with a masters degree in taxation from Bentley College. My Bachelor of Science in Business Administration with a concentration in Accounting from Suffolk University.
I have been in public accounting since February, 1977.
Since 2003, I am currently self-employed in public accounting.
Previously I was a partner and Director of Taxation in a local Certified Public Accounting firm for 17 of my 22 years there. Prior to the above I spent about 5 years at three local public accounting firms. Besides preparing financial statements and tax returns, tax planning is one of the most important components of my work.
Additionally financial services and estate planning are other important components in my business. I am a registered representative (investment broker) and hold FINRA series 7, 63 and 65 licenses.
I have lectured on various tax topics relevant to the times and I have been a guest on radio and television shows.
I am a member of the American Institute of Certified Public Accountants (AICPA) and the Massachusetts Society of Certified Public Accountants (MSCPA) (not to be confused with the MSPCA, the Massachusetts Society for the Prevention of Cruelty to Animals).
I volunteer in several not-for-profit organizations, one as treasurer and one as president and treasurer and two as board members.
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