Joe maintains professional certifications by the following governmental agencies, professional organizations and companies:

New Hampshire Board of Accountancy

The New Hampshire Board of Accountancy promotes the reliability of information that is used for guidance in financial transactions, for accounting, for assessing the financial status or performance of commercial, noncommercial and governmental enterprises.

Massachusetts Board of Public Accountancy

The Massachusetts Board of Public Accountancy issues licenses to practice public accountancy to qualified individuals who comply with the requirements of the statute and rules. The Board monitors the licensee’s practice of public accountancy and its related business operations to insure that the services provided to the public in any licensed capacity are in accordance with the ethical standards of Massachusetts General Laws and Board Regulations. The Board also insures that licensees have complied with all continuing education and peer review report requirements necessary to renew their licenses.

American Institute of Certified Public Accountants

As an AICPA member active in the practice of public accounting, TwardyCPA is associated with an independent CPA firm that participates in an AICPA-approved practice-monitoring program. Under this Peer Review program, this CPA firm conducted a thorough examination the Reviewed Financial Statements and related workpapers that TwardyCPA had prepared to ensure that all work was performed in accordance with the rules and regulations set forth in the AICPA’s Statement on Standards for Accounting and Review Services (SSARS), Section 90.

Firms can receive a rating of “pass", "pass with deficiency(ies)", or “fail". For the most recent consecutive 3-year review period ended August 31, 2021, TwardyCPA received a rating of “pass with deficiency”. For the two prior consecutive 3-year review periods ended August 31, 2018 and 2015, respectively, TwardyCPA received a rating of “pass”.

TwardyCPA is scheduled to undergo its next Peer Review covering the 3-year review period ended August 31, 2024 during the fall of 2024.

Internal Revenue Service

IRS regulations require that all paid tax return preparers register with the IRS to obtain a preparer tax identification number (PTIN) and an electronic filing identification number (EFIN) as an approved, authorized IRS e-file provider, and meet continuing professional education (CPE) requirements as a tax preparer. As an active CPA in good standing with the Massachusetts Board of Public Accountancy and the New Hampshire Board of Accountancy, I satisfy all IRS requirements.


QuickBooks® is the #1 rated and best-selling small business financial software application used to record and manage accounting and financial transactions.  Gold-Level Certified QuickBooks® ProAdvisors have completed the comprehensive training curriculum developed by Intuit. This demonstrated higher level of commitment to QuickBooks product knowledge provides clients with a higher level of proficiency and expertise to better serve their needs, and improve their productivity and profitability.

Certified from 2010 to Present.

"Hands down Joe Twardy is the best CPA I have worked with; I have and will continue to recommend him to everyone I know.K.D. Joslin"

K.D. Joslin

"Hands down Joe Twardy is the best CPA I have worked with..."

K.D. Joslin

"Joe has been a critical leader for my team, and I am so very grateful for it."

Mike Schell, Millis, MA

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24 Pine Grove Rd., Sunapee, NH 03782

Lexington: 781.274.6600

405 Waltham St., Suite 382, Lexington, MA 02421