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Paul Nadeau, Jr. , CPA, MST

Partner, Private Client Services Group

"Every day is different. I embrace every chance I get to help our clients succeed, I love that every day brings new challenges and opportunities."
 

Background

Experience:

  • Over 15 years of public accounting experience
  • Experience providing accounting, tax compliance, and tax planning services to individuals, families, trusts, estates and investment partnerships
  • Works closely with clients to tailor and coordinate both income tax and estate/gift tax strategies

Education:

  • Bachelor in Accounting and Business Management from Bryant University
  • Master in Taxation from Bentley University
 

Professional

  • Massachusetts Society of Certified Public Accountants (MSCPA)
  • Tax Division of the American Institute of Certified Public Accountants (AICPA)
  • Boston Estate Planning Council (BEPC), Past Committee Chair
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