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Paul Oliveira , CPA, MST

Chief Executive Officer

"A trusted advisor not only takes care of the basic requirements of any engagement but serves as a sounding board for the client throughout the year. Understanding your client well enough to identify solutions to problems that may be unique to their situation is key!"



  • Over 35 years of corporate tax and advisory services experience
  • Boston Office Managing Partner, Past Director of Tax Services Group
  • Tax consultation specialist specifically related to mergers and acquisitions, compensation and benefits, state and local tax planning and IRS audit assistance
  • Expertise in international structuring and operations, joint ventures and acquisitions, global transfer pricing strategies, US export incentives such as IC-DISC, US foreign tax credit, Subpart F and GILTI planning
  • Works closely with clients in a wide range of industries including real estate, construction, technology, life sciences, e-commerce and traditional manufacturing and distribution companies
  • Extensive experience with private equity and venture capital firms, assisting with fund-level US, state and local, and international compliance, tax services for related management companies, M&A assistance (including due diligence and deal structuring), and comprehensive business tax planning and compliance for portfolio companies


  • Bachelor of Science in Business Administration, cum laude, Bryant University
  • Master of Science in Taxation, summa cum laude, Bryant University


  • American Institute of Certified Public Accountants (AICPA)
  • Rhode Island Society of Certified Public Accountants (RISCPA)
  • Massachusetts Society of Certified Public Accountants (MSCPA)
  • LEA Global, current Board member
  • Lifespan Audit & Risk Committee, member
  • Association for Corporate Growth, member
  • Turnaround Management Association, Northeast, member
  • Exit Planning Exchange, member
  • Associated Industries of Massachusetts International Business Council, member
  • Associated Industries of Massachusetts Tax Committee, member
  • Media Industry Tax Group, past member
  • Tax Executives Institute, past member
  • UMass Dartmouth, Finance and Accounting Department, past advisory committee
  • Northeastern University Graduate Tax Program, former adjunct professor
  • National Association of Corporate Directors (NACD), Governance Fellow


  • Leadership Rhode Island, Past Chair of the Board
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