Jeff is a dedicated tax planning and compliance resource for our clients. Jeff has over 35 years of tax experience and has held various positions, including Tax Director of a publicly traded corporation. He has worked in the trust tax department at some of Boston’s largest banks. More recently, Jeff was the Tax Manager for a private family office, handling partnership, individual, trust, and gift tax returns along with tax planning matters. He holds a BS in Management from the University of Massachusetts-Boston (with a concentration in Accounting) and a MS in Taxation from Bentley College. Jeff is an Enrolled Agent with the IRS and is a member of the Massachusetts Society of CPAs (Certified Public Accountants).