Who We Are

Our Core Values​

Goal

Our goal is to offer our clients a team of experts that will enhance their productivity and business strength. We aim to staff the team with the necessary experts, depending on the client’s situation

Mission 

Our mission is to empower our clients to reach their potential by providing accounting and financial solutions in an efficient and tech advanced way

Our History

1960

Our Team

Paul

Paul

Certified Public Accountant (CPA)
Paul has acquired significant practical knowledge and experience from varied client assignments over the past 40 years. His responsibilities include preparation of complex individual and business returns, tax planning, estate and trust taxes. He handles tax compliance issues dealing directly with the Internal Revenue Service and the local state tax departments. In addition to providing quality client service, he values time spent outdoors and likes to travel to warm places during winter time.
Paul is a licensed CPA with the state of Massachusetts. He has received his Bachelor of Science degree in Accountancy from Bentley College, and his Master of Science degree in Taxation from Northeastern University.

Rado

Chartered Financial Analyst (CFA)®
Enrolled Agent (EA)*
Rado has consulted small and medium-sized businesses in the medical and services industries but has started his career on Wall Street by working for seven years for Goldman Sachs in New York. After Goldman, Rado continued working for private equity and investment funds serving as financial and executive director.
Rado studied finance at Wharton and economics and mathematics at the University of Pennsylvania, receiving his bachelor’s degree with honors. He graduated as Magna Cum Laude, achieved Dean’s list, and for his dissertation was advised by Professor Lawrence Klein, a Nobel Prize economist. Rado also holds an MBA from New York University. At NYU, he achieved Six Sigma Champion Level, a Total Quality Management certificate.

George

George

Certified Public Accountant (CPA)
George has 10+ years of experience in public accounting and private industry. He has acquired extensive industry experience by working as a CPA at a large national public accounting firm, engaging in audits of multi-employer benefit plans, publicly traded companies and nonprofits. His experience includes individual and business taxation, as well as working with high net worth individuals. He likes to spend his spare time outdoors on his mountain bike or to ski during the winter months.
George is a licensed CPA in the state of New York and Massachusetts and holds a Master degree from Truman State University. George is a member of the American Institute of Certified Public Accountants and NY State Society of CPAs.

Dianne

Accountant and Tax Preparer
Dianne has more than 30 years of experience in accounting, tax and bookkeeping services for a range of clients, including medical and dental practices, business services, restaurants, internet based businesses, startups, SMEs and not-for-profit organizations. Much of what Dianne does involves bookkeeping, individual or business tax preparation with an accent of keeping close relationships with clients. She also has the expertise and knowledge of all versions of QuickBooks Desktop, QBO, Thompson Reuters' Ultratax CS and other accounting software.
In her spare time, Dianne likes to volunteer for causes helping the environment and the local community.

Michelle

Administrator and Accountant
Michelle has more than 10 years of experience in various fields of accounting. She is responsible for managing the office operations including correspondence, client and office billing, accounts payable, scheduling and appointment management. She supports management and staff in client relations and tax return processing. Michelle's office management skills provide the highest quality of client support. Michelle has always been committed to engaging and giving back to her community. She likes to spend her spare time with her family, exploring the beautiful scenery of New England.

Michael

Michael has over 20 years of experience in the financial industry, with a background in investment research, trading, and financial consulting. Michael received his degree in Finance from the Villanova University School of Business. Outside of the financial world, Michael coaches youth sports on the South Shore and enjoys spending time with his wife and four children.

Michael

Business Development & Growth
Michael is the author of In the Black: 52 Weekly Strategies to Grow Your Business Fast. He has been a featured presenter with both local and national business associations and has also worked with companies in various industries to improve their sales and marketing programs. This broad knowledge has helped him identify areas of improvement to increase profits for business owners of all types.
Michael is a graduate of the University of Wisconsin-Madison and has been a professional jazz guitarist since the age of 13.

Josephine


Josephine has earned a bachelor's degree in accounting from the University of Massachusetts at Lowell. She had taken all the accounting courses during the college program such as Coporate Financial Reporting, Advanced Financial Accounting and Auditing and Federal Income Taxes. During the coursework, she had practiced recording and adjusting journal entries and has prepared financial statements. She had also volunteered in the IRS VITA program to prepare income tax returns for low-income individuals and families. Outside of school and work, she enjoys cooking and listening to music.

* CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.
* Enrolled Agent (EA) is the highest credential the IRS awards, admitting the holder to practice before the Internal Revenue Service.