CPA / tax adviser in Massachusetts?

Non-investing personal finance issues including insurance, credit, real estate, taxes, employment and legal issues such as trusts and wills
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Latestarter
Posts: 627
Joined: Thu Apr 26, 2007 8:27 am

CPA / tax adviser in Massachusetts?

Post by Latestarter » Tue Feb 25, 2014 12:12 pm

My CPA is competent but not proactive and not knowledgeable about investments. Anyone in MA have an accountant to recommend?

moshe
Posts: 496
Joined: Thu Dec 12, 2013 1:18 pm
Location: Boston, MA

Re: CPA / tax adviser in Massachusetts?

Post by moshe » Tue Feb 25, 2014 3:04 pm

what part of the state?

My CPA, who holds a masters in taxation as does his brother, is part of a family accounting firm located in Quincy. PM me your contact details and i will be glad to pass it along.
My money has no emotions. ~Moshe | | I'm the world's greatest expert on my own opinion. ~Bruce Williams

Polaris
Posts: 455
Joined: Sat Mar 03, 2007 2:28 pm

Re: CPA / tax adviser in Massachusetts?

Post by Polaris » Tue Feb 25, 2014 5:00 pm

I use a CPA with an MST out of New Bedford. I don't use him for investment advice, but he is personable and knowledgeable about my personal and small business tax situation. Feel free to PM if interested.

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