Experience

• Over 10 years’ experience in public accounting and helping high net worth individuals and families with tax preparation and planning opportunities
• Well-versed in IRS and state tax issues
• Technical expertise related to taxation for partners of private equity & venture capital firms, business owners, executive leaders and multi-generational families

Education

• Bachelor of Science in Business Administration - Northeastern University

Professional

• Massachusetts Society of Certified Public Accountants (MSCPA)
• American Institute of Certified Public Accountants (AICPA)