ABOUT US

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Stephen has over thirty years of experience serving the local area and specializes in the area of taxation. He has taught accounting and federal income taxes at American International College and Anna Maria College. He has been a life-long resident of the greater Springfield area. 

• M.S.,Taxation, University of Hartford
• B.S., Accounting, University of Connecticut

• Member of the American Institute of Certified Public Accountants
• Member of the Massachusetts Society of Certified Public Accountants
• Member of the National Association of Tax Professionals
• Certified QuickBooks Pro Advisor

• Adjunct Professor - Springfield College, Springfield, Massachusetts

Patty has been with the firm for over twenty years and plays a key role in managing the firms administrative operations. 

Will  graduated  from the Isenberg School of Management in 2020 with a degree in Accounting.  Will is currently pursuing his C.P.A. license.  He is a life-long resident of the greater Westfield area.

• B.B.A., Accounting, Isenberg School of Management University of Massachusetts, Amherst

Casey joined the firm after 6 years of working in the Greater Boston area for a regional accounting firm. His area of expertise is taxation with extensive experience in the real estate industry.  Casey is currently pursuing his CPA license.   He primarily services the Eastern Massachusetts client base.

• B.B.A., Accounting, Isenberg School of Management, University of Massachusetts, Amherst