John joined the firm in 2006, and has over 30 years of experience providing personalized tax planning and compliance services to individuals and their closely-held business. His greatest sense of accomplishment is assisting clients achieve balance with their life and business goals.
Expertise:
Architectural, construction, real estate and professional service industries.
Personal financial planning.
Frequently Addressed:
Will I have enough to retire?
What should I do to minimize my tax burden at year end?
Are my investments working for me?
Education, Licensures and Professional Affiliations:
Bachelor of Accounting – Bentley University
Masters in Taxation – Bentley University
American Institute of Certified Public Accountants
Massachusetts Society of Certified Public Accountants
Registered Investment Advisor - Series 65
Past President, Current Treasurer, Melvin Jones Fellow – Woburn Host Lions Club
Five Words that Describe You Professionally: Listener, Balanced (Work/Life), Energetic, Trusted, Candid
