Learn more about Jeff.

Jeff has been a small business owner for over 30 years, and he has an extensive background in personal and business taxation. His background provides experience in the tax aspects of personal tax returns, sole-proprietorships, partnership taxation, multi-state corporate tax filings, and non-profit/public charities tax filings and compliance.

As a graduate of Suffolk University with a B.S. in Business Administration and of Bentley University with a Graduate Certificate in Accountancy, he has developed a specialty in personal and small business taxation while working in small to medium sized accounting firms in the Boston North area for 20 years. 

In addition to a great educational background, Jeff has years of experience in the tax industry. He is a Certified QuickBooks ProAdvisor®, and has been working with QuickBooks® clients to setup and maintain their accounting systems.   His expertise is also demonstrated by his memberships for the following:

  • the American Institute of Certified Public Accountants (AICPA)
  • the Massachusetts Society of Certified Public Accountants (MSCPA),
  • several small business groups including the North Shore Business Connection and the Chamber of Commerce.   

In his spare time, Jeff is also a long-time Board Member and the current President of the SF Vikings, a non-profit organization that is the longest running Club Soccer program on the North Shore.