MEET MICHAEL

MEET MICHAEL

Michael’s account focus incudes tax planning and IRS representation/advocacy for corporate and individual clients.  In addition to his tax planning work, Michael also assists his clients with retirement, trust, and estate planning.

A strong interest of Michael’s is the business strategy and planning work that he has done with his clients who are starting new businesses. Michael’s values the long and cordial relationships that he has developed with many of his clients and has enjoyed becoming their trusted advisor.

Education

Bachelor of Business Administration, University of Massachusetts, Amherst MA, Cum Laude

Courses in Master’s in Taxation (MST), Bentley College, Waltham MA

Professional Affiliations

American Institution of Certified Public Accountants (AICPA)

Massachusetts Society of Certified Public Accountants (MSCPA)

Community Service

The Ellis Neighborhood Association (South End), Boston MA; current board member; past tenure as President and Treasurer

Boston Center for the Arts; Audit Committee member

New Opera Theatre Ensemble, Inc.; Board Member

75 Clarendon St. Condominium Trust; Board of Trustees

BACKGROUND

BACKGROUND

Michael has worked as a Massachusetts licensed Certified Professional Accountant (CPA) for the past 39 years.  His client-base includes small and medium-sized business along with non-profit organizations.  He has a particular expertise in healthcare owing to the number of clients he has in this sector.