Hire the Best Tax Preparers in Massachusetts

I have over 15 years of combined experience in income tax and financial advisory services, working with individuals and business entities. I previously served as a Senior Tax Advisor at TurboTax (Intuit) and, since 2018, have led the tax department for a public CPA firm in the Boston area. I specialize in practical, compliance-focused tax solutions, including individual and business returns, foreign-owned U.S. entities compliance, and digital nomads. My approach is straightforward: ensure accuracy, reduce unnecessary tax exposure, and keep filings fully compliant. If you’re looking for an experienced tax professional who communicates clearly and delivers reliable results, let’s schedule a brief call to confirm fit and next steps.

I have many years of broad experience in helping businesses and individuals all the way from business formation to tax return preparation. I have always worked in one team with CPAs and currently own my own accounting company. I am licensed IRS Enrolled Agent. My expertise includes: * Business formation and new business consulting (any US state) * Full charge bookkeeping * Accounting * Sales tax/excise tax (any US state) * Payroll management * Tax preparation (Forms 1120, 1120S, 1065, 1040, 1040NR) * Real Estate transactions * Nonresident tax complications, implementing of tax treaties * Experienced Quickbooks and Wave accountant My strategy is to provide comprehensive one-stop source of care for client's business. I focus on establishing long-term trustworthy relationships so that businessmen can promote their own business.

I am a Certified Public Accountant with a Masters in Accounting, specializing in tax preparation. I have years of experience helping clients save money with my knowledge of tax law for business and individual taxes. My main goal with a client is to help them understand their tax situation and help them succeed in their financial goals, including a forward look approach to ensure the client receives the maximum deductions to increase cash flow, by offering tax planning and business consulting. My specialty is in small business, including accounting, tax preparation, and tax consulting to ensure that the business entity type is best suited for your needs and the most tax advantageous. I also offer accounting services, where my main goal with clients is to ensure that their books and financial statements accurately reflect their finances. With accurate financial statements, businesses can see their strengths and weaknesses, which will help them continue to grow their business and succeed. In my accounting business, my main goal is for my clients to be successful and help them by offering not only accounting and tax preparation services, but also business consulting on what is the most advantageous business entity type and taking a forward looking approach to see what they can do in the future to grow their business. I have worked with several small business owners just starting their business by setting up their accounting software and chart of accounts, creating a business strategy, including tax planning, to maximize cash flow to prepare them for success.

I help small and mid-sized businesses build clean, accurate, and tax-ready financial systems using QuickBooks Online. I am a QuickBooks Online Certified ProAdvisor, IRS-registered tax preparer, and CPA candidate with 5+ years of hands-on accounting experience. I currently work at a CPA firm, where I prepare business and individual tax returns, perform reconciliations, review financial statements, and ensure compliance accuracy. What makes me different? I don’t just categorize transactions — I build financial structure. My bookkeeping is done with tax strategy and long-term business growth in mind. What I Can Help You With • Monthly Bookkeeping (QuickBooks Online) • Catch-Up & Clean-Up Projects • Bank & Credit Card Reconciliations • Financial Reporting & Month-End Close • Payroll Setup & Processing • Tax Preparation (1040, 1065, 1120, 1120S) • Chart of Accounts Setup & Optimization • QuickBooks Online Setup & Training • App Integrations (Shopify, Gusto, Stripe, PayPal, Amazon, etc.) • Ongoing Financial Advisory If your books are behind — that’s okay. I specialize in getting businesses back on track quickly and efficiently. My goal is simple: Give you clean numbers, financial clarity, and peace of mind — so you can focus on growing your business. Send me a message and let’s discuss how I can support your accounting needs.

General I have over 35 years of experience in the Mutual Fund Industry in various roles. I have concentrated in tax accounting in both operations and an oversight role in the Treasurer's Office. I can bring a wide range of operational experience to any role. I am proficient in Microsoft Excel, Word and Power Point.

When the IRS sends a notice, most people react. My clients are prepared. As an Enrolled Agent (EA) with 18+ years of experience in U.S. taxation and financial leadership, I provide strategic tax and compliance support to businesses and individuals who value clarity, structure, and long-term stability. I manage complex federal and state filings (1040, 1065, 1120, 1120-S), multi-state payroll compliance, entity structuring (LLC & S-Corp elections), and IRS representation. My role goes beyond preparing returns - I help clients operate from a position of strength, not uncertainty. In addition to tax leadership, I provide controller-level financial oversight, including reporting, budgeting, and compliance frameworks that support sustainable growth. Earlier in my career, I served as an accounting instructor, I take pride in explaining complex matters in a clear and straightforward way. My goal is not just to file your returns, but to help you make informed financial decisions with confidence. My approach is proactive, disciplined, and business-focused - designed to minimize risk and strengthen financial confidence. If you are looking for experienced tax leadership that protects your position and supports your long-term strategy, I welcome the opportunity to work with you. Here is an overview of the services I provide: Tax & Compliance • Individual & Business Tax Returns • Sales & Use Tax Filing • 1099 Preparation • IRS & Audit Support • Multi-State Payroll Tax Compliance Accounting & Financial Reporting • Balance Sheet & P&L Preparation (Monthly, YTD, By Class) • Cash Flow Statements • Financial Statements & Custom Reporting • General Ledger Maintenance • Bank & Credit Card Reconciliations • Expense Classification • Fixed Asset Management • Inventory Management • Accruals, Prepaid & Deferred Revenue Tracking • Work-in-Process (WIP) Reporting Accounts Payable & Receivable • Invoice & Collection Management • AP & AR Aging Reports • Vendor & Customer Account Reconciliation • Sales Commissions Tracking Payroll & Operational Oversight • Payroll Processing & Compliance • Sales Tax & Regulatory Filings • Time Tracking & Job Cost Reporting • Budgeting & Forecasting If you are looking for experienced tax and financial leadership that protects your position while strengthening your financial structure, I welcome the opportunity to support your business.