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Insurance Advisors, LLC

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Maria Marchand , CPA, MST

Partner, Strategic Business Solutions

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Experience

  • Joined KLR in January 2025 with the merger of Sullivan Bille, P.C. where she was a Shareholder.
  • More than 20+ years of experience providing tax and consulting services to closely held businesses across a wide range of industries.
  • Specializes in individual and estate tax return consulting and preparation

Education:

  • Master of Science in Taxation, Bentley University
  • Bachelor of Science in Accounting, Northeastern University

Professional

  • American Institute of Certified Public Accountants (AICPA)
  • Massachusetts Society of Certified Public Accountants (MassCPAs), Federal Tax Committee

Community

  • The Salvation Army, Board Member
  • Greater Lowell Chamber of Commerce, Former Board Member
  • Revolving Museum, Former Board Member
Return to all people
"I’m excited about the opportunity to continue working with family-owned businesses, helping them navigate their unique challenges and grow for the future. It’s incredibly rewarding to build long-term relationships with my clients, guiding them through their financial journeys. I look forward to the future and the chance to support these businesses with the same dedication and care that I’ve always strived to offer."
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