Meet Your Preparer

Taxes.  Nobody likes to talk about them at social events (much to my disappointment), and nobody likes to pay them.  How did I, a middle school Engineering teacher, become interested in them?  Well, you could say that taxes are in my blood... and my blood-in-law.

My late grandfather was an Enrolled Agent and my father-in-law is a Registered Tax Return Preparer.  My wife encouraged me to take a class at H&R Block, citing that taxes were the perfect intersection between my frugality and my odd ability to stay organized while filing detail-orientated paperwork.  My curiosity was peaked and I decided to pursue the course.  I loved it.

Over the past decade, this practice has grown into a focused, specialized office. In addition to helping my core base of individual tax clients, I have spent the last four years working directly alongside regional estate planning and tax attorneys to execute highly technical fiduciary trust tax compliance. I also bring specialized experience in non-profit tax preparation, having spent two years preparing data for a private non-profit school's mandatory annual CPA financial audits and reporting requirements. Today, I combine this real-world experience with ongoing, yearly continuing education as an IRS Annual Filing Season Program participant to ensure your federal and Massachusetts compliance remains mathematically precise and strictly optimized.