Don is the firm's tax services manager. He is an expert at navigating complex tax situations which allows him to provide clients with a complete view of their finances. Don's primary objective is to minimize the tax implications of clients' financial strategies through tax planning and preparation.
Don has more than 20 years of experience providing tax-related services for individuals, small businesses, and estates. He holds a BBA in accounting from Western Michigan University and an MBA from the University of New Hampshire. Don is an Enrolled Agent (EA) and is licensed to practice before the Internal Revenue Service, as well as an active member of the National Association of Enrolled Agents, Massachusetts Society of Enrolled Agents, and New Jersey Society of Enrolled Agents. As an enrolled agent, Don priortizes his professional development and education by keeping up to date on tax laws and regulations as required by the IRS.
Tax services are separate and unrelated to Commonwealth.
Don can be reached at firstname.lastname@example.org or 508.620.1000 x305