Manager
Jennifer has been with the firm since 2000. After several years in the audit department, Jennifer transitioned to the tax department and became a tax manager in 2007. Jennifer provides tax planning and compliance for a wide range of clients including high net worth individuals, their families and their closely-held businesses.
Areas of Expertise
– Automobile dealership taxation
– Personal and corporation taxation
– Estate, trust and gift taxation
– Business valuations
– Business succession planning
Education
Boston College, Carroll School of Management – Bachelor of Science in
Accounting
Memberships
Massachusetts Society of Certified Public Accountants (MSCPA)
American Institute of Certified Public Accountants (AICPA)
National Association of Certified Valuation Analysts (NACVA)
Awards and Designations
Fluent in Spanish
Certified Public Accountant, Commonwealth of Massachusetts, October 2004
Certified Valuation Analyst, January 2006
Caring for our Community
Holy Family School Parents Association, Member-at-Large