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I’m a Certified Public Accountant (CPA) and business consultant with over 25 years of experience, based out of Concord, MA but working with clients all over the United States.
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I specialize in four primary disciplines:
- Accounting and financial services – material preparation, reviews, bookkeeping, analysis, and advice.
- Tax services – tax planning, preparation, audits, compliance, and entity structuring.
- Elder care services – assisted living options, long-term care insurance, and investment monitoring.
- Business advisory & consulting – contracting, consulting, advice, planning, analysis and evaluation.