Mobility Rules
I am a Certified Public Accountant licensed in Massachusetts.
Under national CPA mobility rules, I am permitted to represent clients in audits and administrative proceedings before the IRS and state Departments of Revenue across the United States.
My practice is designed to work primarily on a remote basis, traveling to client locations only for key meetings, hearings, or other events where in-person representation adds value.
Because my focus is on efficient, personalized representation rather than maintaining a large national office, my fees — even including necessary travel — are often significantly lower than those charged by the large firms I previously worked with.
Please note: I do not hold CPA licenses in states outside Massachusetts, and I do not provide attest services requiring a local state license. My services are limited to tax resolution, advisory, and representation matters.
