We are proud and active members of the following local, national, and international organizations:

  • Member, American Institute of CPAs (AICPA) and AICPA’s Private Companies Practice Section (PCPS) and Tax Practice Section
  • Member, Massachusetts Society of CPAs (MSCPA)
  • Member, Middlesex West Chamber of Commerce (Business Person of the Year, 2004)
  • Past President, Rotary International, Acton-Boxborough, MA chapter
  • Member, Board of Directors, Indian Hill Music
  • Past President and member, Board of Directors, Discovery Museums of Acton, MA
  • Past President and member, Organization for the Assabet River

We have achieved the following professional designations:

  • Certified Public Accountant (CPA)
  • Certified Financial Planner (CFP)
  • Personal Financial Specialist (PFS)
  • Notary Public in Massachusetts
  • QuickBooks ProAdvisor® and QuickBooks Online® Certified

TESTIMONIALS