Alan joined powers with Kenneth Freed in 1996. For more than 20 years, he was responsible for managing the firm and building its team of professionals. With 28 years of experience as a certified public accountant, Alan delivers a unique combination of services to high net worth individuals in real estate development and management, wholesale fish brokerage and retail and professional services industries.
Expertise:
Individual and small business tax planning and compliance, with an emphasis on personal service, long-term relationships and attention to detail.
Dealing with IRS and Massachusetts Department of Revenue tax audits.
Frequently Addressed:
What can we do to improve our bottom line?
What form of business entity should I establish?
I need assistance with a tax notice I received from the IRS.
Education, Licensures and Professional Affiliations:
Bachelor of Science in Accountancy – Central Connecticut State University
American Institute of Certified Public Accountants
Massachusetts Society of Certified Public Accountants
Five Words That Describe You Professionally: Trustworthy, Knowledgeable, Conscientious, High-Principled, Generous