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
