The stories, case studies, and examples presented on this website have been fictionalized for illustrative purposes only. While they are inspired by real situations, no client’s specific facts or identifying details are disclosed.

Reviews and testimonials are 100% authentic and verifiable. They reflect the real experiences of clients who have engaged our services.

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.

Any tax information, articles, or commentary on this site are for general informational purposes only and should not be relied upon as a substitute for obtaining individualized, professional tax advice. Every taxpayer’s situation is unique; consult a qualified professional regarding your specific circumstances.

IRS Circular 230 Disclosure: Any federal tax advice contained on this website is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code, or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein.

By using this website, you acknowledge and agree that no professional-client relationship is created by viewing or interacting with this content. Such a relationship may only be established by a signed written engagement agreement.