Education and Experience
- B.S. in Accountancy, Bentley College, High Honors
- M.S. in Taxation. Bentley College
- Certified Public Accountant, Massachusetts
- Over 30 years experience
Personal
Bob has been married for 33 years and has two children. He loves outdoor activities including barefoot water skiing, swimming, boating at his summer home on Lake Winnipesaukee, New Hampshire.
Expertise
As part of a team environment, Bob enjoys helping clients better understand their business, accounting, and tax needs.
Industries
-Real Estate
-Non-profit Organizations
-Professional Services
-Family Business
-Start-up entities
-Private Foundations
-Fiduciary Support
-High Net Worth Individuals
Service Area
-Audits, Reviews and Compilations
-Financial Statements
-Accounting services
- Financial Forecasts & Projections
-Cash Flow & Budgeting Analysis
-Consulting Services
-Business Succession Planning
-Buying & Selling a Business
-Business Entity Selection
-Tax Services
-IRS Representation
-Estate & Trust Tax Preparation
-Mergers & Acquisitions
Professional Associations
- Milton Chamber of Commerce
- Bentley College Advanced Professional Certification in Taxation
- AICPA including Tax and EBPAQC Sections
- Massachusetts Society of CPAs
