Senior Partner, Certified Financial Planner™
Guest on McNamara on Money
Mike has worked in the finance and accounting fields for over twenty years, gaining broad financial experience, working in large regional accounting firms as well as private industry. His experience includes working with small and medium size companies, providing accounting and business advisory services, as well as tax planning and preparation. He also has knowledge and experience working with Not for Profit entities from the application phase to federal and state tax filings. Mike has worked with business clients in the startup phase, implementing business plans and accounting systems, as well as during transition periods such as sales or succession. Mike has extensive experience working with the IRS and MA DOR on filing past tax returns, collection notices, and payment plans.