I am a certified public accountant with a masters degree in taxation from Bentley College. I have been in public accounting since preparing 1976 tax returns in 1977. 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 with FINRA series 7, 63 and 65 licenses. I am an adjunct professor teaching accounting at Suffolk University (my alma mater for my bachelors degree). I volunteer in several not-for-profit organizations; two as treasurer and one as vice president and co-treasurer.
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