Trusted Professional Financial Practitioners

As a sole practitioner, it is virtually impossible to maintain expertise across every facet of a CPA’s responsibilities during the course of day-to-day business. I concentrate on providing advice and services that I know best to deliver the greatest value to my clients.

For advice and services that are beyond the scope of my expertise, I partner with professional practitioners and firms that I know and trust, and am happy to refer my clients to them, including:

  • Bankers and attorneys for whom reputation is paramount.
  • Bookkeepers who trust me to review their work, make appropriate year-end adjustments, issue their financial statements and prepare their tax returns.
  • CPA firms that provide quality, timely audit and attestation services.
  • Insurance agents who always keep my clients’ best interests above all else.
  • Wealth managers who trust me with their clients’ sophisticated tax issues.

More Topics

Family / Individuals


Where's My Refund?


"He prepared and filed amended returns for the past several years, which resulted in our receiving several additional Federal and Mass. refunds."

Steve Watson & Hugh Jones, Hanover, MA

"His special knowledge of nonprofit management is invaluable."

Barbara Hughey, Lexington, MA

"Joe gave our nonprofit arts center the support we needed to take our bookkeeping in-house."

Nancy Sofen, Lexington, MA

Have a Question? Contact Us Today!

Sunapee: 603.763.0350

24 Pine Grove Rd., Sunapee, NH 03782

Lexington: 781.274.6600

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