Dear Friends,
We are excited to let you know that we are expanding two of our services in order to better serve you. We have added additional staff and resources in the areas of financial planning and investing, as well as, state and local taxation.
We entered into a strategic alliance with Sheri Bouchie of Morgan Stanley. Sheri brings 20 years of financial planning and investment experience to us and is available to guide you with your financial decision making. We will be working together with Sheri to make this a seamless process.
We also added two new staff members to our state and local tax group. Sam Souri brings his indirect tax expertise to us from his time at American Tower Corporation and Randy White has joined us as an eager, recent graduate of Framingham State College.
If you have questions such as:
“When can I retire?”
“Do I have enough to retire?”
“Will I have sufficient assets to achieve my goals?”
“Are my investments performing?”
If you are an individual or business and have questions such as:
“I am doing business in multiple states. What are my filing requirements?”
“I am planning on retiring to another state. Am I still obligated to pay Massachusetts taxes?
“Should I be paying sales tax on my on-line sales or purchases?”
