Taxation
MassCPAs' Taxation Committee meets monthly to disseminate quality information to members in the area of state and federal taxation; to cooperate with CPE and other committees in developing members’ competence in the field of taxation; to cooperate with other organizations including the Internal Revenue Service (IRS) and Massachusetts Department of Revenue (DOR) in exchanging ideas and making recommendations for improving the taxing process in the public interest; and to aid in developing a better public understanding of the CPAs’ special competence in the field of taxation.
The Taxation Committee is chaired by Thomas Leonardo, JD, LLM, BDO USA, P.C. If you have questions regarding the committee please contact the Committee Liaison, Molly Sullivan.
Join the Committee
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Leadership
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Chairperson
Thomas J. Leonardo, JD, LLMBDO USA, P.C. - Boston
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Staff Liaison
Molly SullivanMassachusetts Society of CPAs - Boston
Members
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Catherine A. Abati, CPA
Sr Tax Manager
Frazier & Deeter LLC - Tampa
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Katherine R. Achter, CPA
Tax
PKF O’Connor Davies - Woburn
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Benjamin O. Adewale
Accountant
CarGurus - Cambridge
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Syed Ahmed, CPA
Tax Manager
BDO USA, P.C. - Boston
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Gary M. Albert, CPA CFSWC
Financial therapist
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Carlie R. Alemian, EA
Tax Manager
CohnReznick - Boston
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Courtney T. Amato, CPA
Tax Manager
Howland Capital Management Inc - Boston
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Anthony Anchukaitis, CPA, CFP
King McNamara Moriarty LLP - Norwood
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Michael P. Antonelli, CPA
Accountant
EisnerAmper LLP - Boston
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Alyssa Ardai, MSA
Tax Associate
LGA, LLP - Chestnut Hill
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David A. Auclair, CPA, MST
Partner
Mamacos, Bysiewicz & Associates, LLC - Newton
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Isaac D. Austin
Tax Preparer
DesRosiers & Tierney LLC - Boston
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Robert D. Babine, CPA
Partner
EisnerAmper LLP - Boston
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Mariya A. Babson, CPA
CPA, owner,
Mariya Babson CPA - Duxbury
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Olufolarin J. Bamgbowu, CPA, MSEng, M
Director
Amethyst Associates - Framingham
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Howard G. Barber, CPA
Certified Public Accountant
Howard G Barber CPA - Westfield
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Michael Barbera, CPA, CGMA
Partner
EisnerAmper LLP - Boston
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Maximilian V. Bauer, CPA
Max Bauer, CPA - Natick
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George R. Baxendale, CPA
Owner/Founder
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Mary R. Beattie, CPA
Beattie & Company LLP - Boston
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Barry D. Beck, CPA
Barry D Beck CPA PFS DABFA - Haythorm
- Sara F. Begg, CPA
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Cody D. Belland, CPA, JD
Tax Manager
Wolf & Company, P.C. - Boston
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Carol T. Benintendi, CPA
Owner
Carol T Benintendi CPA - Newton
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Jonathan D. Benson, CPA
State and Local Tax
KPMG LLP - Boston
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Nisha J. Bhanushali, CPA
Withum - Boston
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Jeffrey P. Biesadecki, CPA
Deloitte LLP - Boston
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Michael J. Biggane, CPA, M.S. Tax
Manager | EY Private National Tax
EY - Boston
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Olga Boric, CPA
Forvis Mazars, LLP - Chestnut Hill
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Erik C. Bredberg, CPA
Senior Tax Accountant
Walter Shuffain - Westwood
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John A. Britto, CPA
CBIZ - Boston
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Timothy J. Burke, CPA
Burke Law PLLC - Burlington
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Ruslan Burshteyn, CPA
CPA
Ruslan Burshteyn, CPA - Stow
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Susan Cain, CPA
Manager
Nichols & Company, CPA, PC - Andover
- Joanne Calandra, CPA
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Timothy Calder
Innovative Tax & Accounting Solutions Inc. - Marlborough
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Joanne R. Cancelmo, CPA, CGMA
Cancelmo CPA LLC - Spencer
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Franklin Caraballo, CPA
Managing Director
Caraballo CPA, Inc. - Andover
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Lawrence H. Carlton, CPA
L H Carlton, CPA LLC - Harwich
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Ernest W. Carruthers Jr., CPA
AAFCPAs - Westborough
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Cynthia Caruso, CPA, JD
Professor of Accounting
Endicott College - Beverly
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Beatrice R. Casseus
Accounting Manager
- Sandra Y. Caterine, CPA
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John H. Cavanaugh
RSM - Boston
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Regina Cheung
Wolf & Company, P.C. - Boston
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Julia W. Chevalier, CPA
Tax Manager
AAFCPAs - Westborough
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James J. Choi, CPA
Tax Signing Director
PwC LLP - Boston
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Leonard A. Clark III, CPA
Tax
CBIZ - Boston
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Michael A. Clements, CPA, CVA, MST
Managing Director
UHY Advisors, Inc. - Wayland
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Maureen F. Cody, CPA
Partner / Owner
Leahy, Cody & O'Donnell, LLC - Taunton
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Susan M. Comeau, CPA, PFS
Susan M Comeau CPA PFS MST - Boston
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Maria Connell, CPA
Controller
360 Finance, LLC - Salem
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Frank Constance, CPA, CFP,PFS
Principal
Coles & Bodoin, LLP - Needham
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Domenick J. Coppola, CPA, CGMA
Domenick J Coppola CPA - Wareham
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Karen Cross, CPA, MST
Cross CPA Tax & Advisory - Westford
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Laura DaFonseca, CPA
Service Manager
Sansiveri Kimball & Co LLP - Providence
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Manuel DaRosa, CPA
Manuel DaRosa CPA - Taunton
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Cathy Dana, CPA
manager
Coles & Bodoin, LLP - Needham
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Philip R. Dardeno, CPA
Kenneth Freed & Co PC - Woburn
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Shanikwa D. Davis, CPA
S. Davis Tax Consultants - Braintree
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James J. DeLuca, CPA
Senior Tax Manager
G.T. Reilly & Company - Milton
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Mathew F. DeMong, CPA, JD
Office Managing Partner
BDO USA, P.C. - Boston
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Michael J. Deluise, CPA
Grant Thornton LLP - Boston
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Eric R. Denny, CPA, MSA
Managing Director
RSM - Boston
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David M. Desmarais, CPA
Principal
KLR - Boston
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Elisa Di Trapano, EA
Manager
LCW CPA's Inc. - Lawrence
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Steven C. DiVirgilio, CPA
Steven DiVirgilio, CPA - Everett
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Allison Dimond, CPA
Tax
Fidelity Investments - Boston
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Yollande Djuikam Sateu, CPA
Tax Accountant
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Laurie Do, CPA
Senior Tax Associate
CohnReznick - Boston
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Adam DoVale
KLR - Newport
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Abbey Dodge, CPA
Tax Manager
Ambrosi Donahue Congdon & Co PC - Newburyport
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Catherine A. Doe, CPA
General Partner/Principal/Shareholder
PKF O’Connor Davies - Woburn
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Adam M. Domow, CPA, MBA-Taxation
Adam M Domow CPA - Chelmsford
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Zachary M. Donah
Massachusetts Society of CPAs - Boston
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Colby J. Doody, CPA, EA, MBA
Senior Accounting and Tax Manager
Nichols & Company, CPA, PC - Andover
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Jeffrey E. Dorenfeld, CPA
Jeffrey E. Dorenfeld, CPA - North Reading
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Patrick Drennen, CPA
Grant Thornton LLP - Boston
- Stephanie Y. Drum, CPA
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Anne M. Duffy, CPA
KLR - Boston
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Robin W. Duffy, CPA
Controller
Mariner Seafood, LLC - New Bedford
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Matthew J. Dyment, JD
Office Managing Principal - Tax
BDO USA, P.C. - Boston
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Cali Ann A. Eisenman, CPA
Tax Advisor
Loring Wolcott & Coolidge - Boston
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Donna B. Elgart Medoff, CPA, MBA
Tax Principal
Cherry Bekaert LLP - Waltham
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Jeffrey J. Ellis, CPA
Partner
QRGA, LLP - Norwood
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Lisa A. Extance, CPA
Wolf & Company, P.C. - Boston
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Kyle S. Fabian, CPA, MST
Vice President, Tax
Thomas H Lee Mgmt Co LLC - Boston
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Mark Faron
Tax Department
Gonzalez & Associates, P.C. - Stoughton
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Grant Faustino, CAPM
SALT Manager
Crowe LLP - Boston
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Aimee H. Ferreira, EA, MBA
Corporate Tax Manager
Citrin Cooperman & Company LLP - Providence
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Daniel J. Ferry, CPA
Tax Senior Manager
KPMG LLP - Boston
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Stacie Field, CPA
Partner, Tax
AAFCPAs - Westborough
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Ronald M. Finer, CPA
Partner
Finer & Finer, CPA - Randolph
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John E. Finnerty Jr., CPA
Partner
Citrin Cooperman & Company LLP - Braintree
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Cheryl M. Fitzgerald, CPA
Senior Tax Manager
Meyers Brothers Kalicka, PC - Holyoke
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Kristine K. Fitzgerald, CPA, JD
Tax Partner
Johnson O'Connor - Wakefield
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Rosey Flaherty, CPA, MSA
Tax Supervisor
BPM LLP - San Francisco
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Susan A. Flaherty, CPA
President
Flaherty & Company LLC - North Andover
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James J. Fleuriel Jr., CPA, MBA, MST
CFO & Principal
BR+A Consulting Engineers - Boston
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Laura T. Fogel, CPA
Gonzalez & Associates, P.C. - Stoughton
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Jeffrey F. Folan, CPA
Sullivan and Folan LLC - Braintree
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Cathleen F. Foley, CPA, MST
Director of Tax Operationa
Marcum LLP - New Haven
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Jill E. Foley
Massachusetts Society of CPAs - Boston
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Arthur V. Ford, CPA, CFP,PFS
Shareholder
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Amanda Fountain
Crowe LLP - Boston
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Debra A. Franks, CPA, CGMA
Owner, CPA, tax preparation, consulti
Fortitude CPA, PLLC - Nashua
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Adam J. Fraser, CPA
Wolf & Company, P.C. - Boston
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Lisa M. Frisoli, CPA
Leonard, Mulherin & Greene PC - Braintree
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Jonathan Gelman, CPA
Tax Manager
CliftonLarsonAllen LLP - Quincy
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Gerald A. Gerson, CPA
LGA, LLP - Woburn
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Amyn Gillani, CPA, CGMA
Tax
Citrin Cooperman & Company LLP - Braintree
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Danielle M. Givner, CPA
Owner/Member of DMG Tax Consulting LL
DMG Tax Consulting LLC - Charlestown
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Jason M. Goloboy, CPA
Jason M Goloboy. CPA - Sharon
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Adam R. Gorlovsky-Schepp, CPA
Raphael and Raphael LLP - Boston
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Matthew Green, CPA
Owner
GREEN ACCOUNTING SERVICES - Plainville
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Demetra A. Grenier, CPA
Daigle & Associates LLP - Boston
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Jeff Groshek, CPA
Partner
Hinckley Allen & Snyder LLP - Boston
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Sarah A. Guilmette, CPA
PKF O’Connor Davies - Woburn
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Lu Guo, CPA, MST
International tax manager
Deloitte LLP - Boston
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Emily Guthman, CPA
Wolf & Company, P.C. - Springfield
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Seongae Han, CPA
Principal
LGA, LLP - Chestnut Hill
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Amy Hannah, Enrolled Agent
Tax Supervisor
KLR - Boston
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Brian B. Hardy, CPA
Executive Director, Tax
EY - Boston
- Jonathan Hartline
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Marisa C. Harvey, CPA
Tax Manager
Wolf & Company, P.C. - Boston
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Joseph P. Hazelwood, CPA
Dube & Hazelwood PC - Leominster
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Leanna M. Henault, CPA
Matrix Financial LLC - Wellesley
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Kevin E. Hines, CPA
Kevin Hines, CPA, MST, CVA - Lee
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Christopher P. Hodgens Jr., CPA
American Energy Storage Innovations , Inc. - Hudson
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Kellie M. Howard, CPA, ARM, CPO, MST
Property Manager
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Joey Huang
E.J. Callahan & Associates, LLC - Wakefield
- Donald R. Humphrey Jr., CPA
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Nicholas Hurney, CPA
Johnson O'Connor - Wakefield
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Fazal Hussain, CPA
FAZAL HUSSAIN, CPA, PC - Concord
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Jason Ingraham, CPA, CFP
Coval Anderson Coval LLC - Easton
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Dean R. Jacobus, CPA
Senior Accountant
Bisceglia Steiman & Fudeman LLP - Worcester
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Rosa Jardim, CPA
Jardim & Marotta LLC - New Bedford
- Katherine L. Jordan, CPA, MST
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Mamudou Kanuteh, CPA
Controller
Acadian Asset Management Inc - Boston
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Marlene S. Kaplan, CPA
Marlene S Kaplan CPA PC - Boston
- Allen G. Katz, CPA
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Debra A. Kaylor, CPA
Senior
Meyers Brothers Kalicka, PC - Holyoke
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William J. Kearns Jr., CPA
Principal
Cullen Murphy & Co PC - Norwood
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James Keefe, CPA
Tax Director
Lee and Crowley - South Boston
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Catherine Kelley, CPA, Master of Acco
Senior Tax Associate
EY - Boston
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Thomas W. Kenison, CPA
BDO USA, P.C. - Boston
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Charles R. Kennedy, CPA
Director of Tax Services
G.T. Reilly & Company - Milton
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Steven C. Kiernan, CPA
Tax Senior
Deloitte LLP - Boston
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Jina Kim, CPA
Tax
EY - Boston
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Harold S. Kleinman, CPA, MSA
Supervisor
Monument Group Wealth Advisors LLC - Concord
- Renee C. Knilans, CPA
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Daniel Korogodsky
Tax Associate
CohnReznick - Boston
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Yasmeen N. Kouki, CPA
Tax Manager
Matrix Financial LLC - Wellesley
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Heangphyrayuth Krin
Tax Associate
KLR - Andover
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Keith M. Lanzillo, CPA
Tax Manager
Daigle & Associates LLP - Boston
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Christopher M. Lee, CPA
Lee and Crowley - South Boston
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Daze S. Lee, Esq., CPA, CMA
Professor
Bunker Hill Community College - Boston
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Richard A. Levine, CPA
Owner
Richard A Levine, CPA - Newton
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Gerard J. Levins, CPA, JD
Tax Attorney
Levins Tax Law - Framingham
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Jacqueline Lewis, CPA
Tax Principal
BDO USA, P.C. - Boston
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Jenna M. Lewis, CPA
Senior Manager, Tax
EY - Boston
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Sam J. Liang, CPA
Alvarez & Marsal - Boston
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Kimberly B. Lima, CPA
Co-Founder/Virtual CFO
Safe Harbor CFO Services - Swansea
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Madalina Loghin, CPA, CFP
LGA, LLP - Woburn
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Saean C. Longiaru, CPA
Staff Accountant
Raphael and Raphael LLP - Boston
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Gerard J. Lucente, CPA
Territory Manager
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Kavya Machettira, CPA
QRGA, LLP - Norwood
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Michael C. Magri, CPA MST
Michael C Magri, CPA MST
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William J. Mahoney Jr., CPA, MST, MS
Polyfoam Corporation - Northbridge
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Sherry M. Mahony, CPA
Business Tax Services
KPMG LLP - Boston
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Matthew Main, CPA
Owner/CEO
Main CPA, LLC - Boston
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Maria Marchand, CPA
KLR - Andover
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John S. Matarese, CPA
Winchester Tax Associates LLC - Winchester
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Emily W. Matthews, CPA
Partner
EisnerAmper LLP - Boston
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Nicholas McAndrews, CPA, BS
Manager
Lynch Marini & Associates Inc - Natick
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Carole S. McAuliffe, CPA
Tax Director
CohnReznick - Braintree
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John J. McCarthy Jr., CPA, CFP,JD
owner
John J McCarthy Jr Attorney at Law, CPA - Wakefield
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Nancy M. McDonald, CPA
Tax Manager
Kirk & Kirk CPAs PC - Woburn
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Ryan J. McDonell, CPA, MSA, MSLT
Tax Director
G.T. Reilly & Company - Milton
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Paula I. McEvoy, CPA
Newburg CPA - Waltham
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Victoria L. McHale
Tax Senior
Wolf & Company, P.C. - Boston
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Craig McLaughlin, CPA
Craig McLaughlin, CPA LLC
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Edward G. McNeil, CPA
Partner
CohnReznick - Boston
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Bruce McVittie, CPA
Founder
Mcvittie Tax Advisors - Auburndale
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Michael J. Meehan, CFP,CPA/PFS
Vice President - Client Advisor
TFC Financial Management, Inc. - Boston
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Gregory S. Messina, CPA, MST
Principal
Messina Multistate Tax LLC - Boston
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Charles Metjian, CPA, JD
Miller Wachman LLP - Boston
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Anthony Miccoli
Tax Senior, Private Client Services
CBIZ - Boston
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Robert C. Michaelis, CPA
Grant Thornton LLP - Boston
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Thomas D. Millett, CPA, JD
Attorney
Millett Rafferty Attorneys - Marblehead
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Mark H. Misselbeck, CPA, MST
Core Tax Director
Cherry Bekaert LLP - Waltham
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Edmund J. Mitchell III, CPA
US Tax Manager
Natixis Investment Managers - Boston
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Mary E. Monagle, CPA
Tax Manager
Forvis Mazars, LLP - Chestnut Hill
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Matthew G. Mulroney, CPA
Tax Managing Director
BDO USA, P.C. - Boston
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Zara Muradali, CPA
Partner - Tax Reporting & Advisory
Grant Thornton LLP - Boston
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Paul L. Nadeau Jr., CPA
Tax Manager, Private Client Services
KLR - Waltham
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John L. Nasrah, CPA
Head of Tax
Grantham Mayo Van Otterloo & Co LLC - Boston
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Karen S. Ng
Tax Manager
Wolf & Company, P.C. - Boston
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Mark W. Nichols, CPA, MST, MBA
President
Nichols & Company, CPA, PC - Andover
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Kristie Nowik, CPA
Whittlesey - Holyoke
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Melissa Nystedt
Massachusetts Society of CPAs - Boston
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John M. O'Brien III, CPA, ABV
Meyers Brothers Kalicka, PC - Holyoke
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Laura P. O'Brien, CPA
LGA, LLP - Chestnut Hill
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Mark A. Paolillo, CPA
Practice Leader for Abandoned and Unc
Ryan - Burlington
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Maitri Patel, CPA, CGMA
CPA
Maitri & Associates, LLC - Foxboro
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Yesha Patel
Stafford Gaudet & Associates LLC - Chelmsford
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Nicholas S. Pawlowski, CPA
Tax
CliftonLarsonAllen LLP - New Bedford
- Jill R. Peabody, CPA
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Melissa S. Peirce, CPA
Partner
Daigle & Associates LLP - Boston
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Sallyann Penta, CPA
owner.
Sallyann Penta, CPA - Boston
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Anthony J. Perrotta, CPA
Anthony J. Perrotta, CPA - Somerville
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Roxana V. Perry
Supervisor
Gray, Gray & Gray, LLP - Canton
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William E. Philbrick, CPA, ABV,CFF,CG
Vice President
Greenberg, Rosenblatt, Kull & Bitso li, P.C. - Worcester
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Melissa P. Polit, CPA
Audit & Tax Manager
Raphael and Raphael LLP - Boston
- Lawrence A. Pratt
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Christopher E. Pulick, CPA, MST
Partner
CohnReznick - Wakefield
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Victoria M. Purtell
Tax Senior
CliftonLarsonAllen LLP - Quincy
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Lin Qin, CPA
Director of Compliance
Northeastern University - Boston
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Stephanie L. Quinn
Grassi Advisory Group, Inc. - Chelmsford
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Mark J. Radding, CPA
University of Massachusetts Dept of Accounting & Finance - Boston
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Derek B. Rawls, CPA
Tax Partner specializing in SALT
Gray, Gray & Gray, LLP - Canton
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Sarah Rifai, CPA
Tax Manager
Matrix Financial LLC - Wellesley
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Zachary M. Robbins, JD
Crowe LLP - Boston
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Amy L. Roderick, CPA
Director of Admin & Finance
Kellamy CPA Services LLC - Clinton
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Deborah D. Rogers, CPA
Deb Rogers, CPA - Newton Upper Falls
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Jeffrey T. Rogers, CPA, MST
Tax Partner
E.J. Callahan & Associates, LLC - Wakefield
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Simon Sabir, CPA
President
Pay Minimum Tax - Woburn
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Sanaa Sadoki
Tax Supervisor
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Myra Sallet, CPA, MST
Tax Manager
LGA, LLP - Chestnut Hill
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Kathleen Sardinha, CPA Candidate
Global Tax Manager
Mohegan Sun Casino - Uncasville
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Joshua M. Schmidt, CPA
Grant Thornton LLP - Boston
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Leanne E. Scott, JD
Baker Newman Noyes - Boston
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Daniel W. Seaman, CPA
Tax Manager
AAFCPAs - Westborough
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Kathryn N. Seekell, CPA, MST
Principal
Kurzman Dempsey & Kowalker LLP - Canton
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Derek Silveira, CPA
LGA, LLP - Woburn
- Jessica Simonds
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Lynne D. Skillin, CPA
Feeney Pinkerton LLC - East Providence
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Daniel I. Sogolow, CPA
Tax Director
CliftonLarsonAllen LLP - Worcester
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Nansi A. Sorano, CPA, MST
Tax
KLR - Andover
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Yianna A. Speridakos, CPA, MST
Johnson O'Connor - Wakefield
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James P. Spoto, CPA
Partner
Spoto CPA, LLC - Sharon
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Amanda T. St. Jean, CPA
Senior Director, State and Local Tax
RSM - Boston
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James Sullivan, CPA
Britt & Company CPA LLC - Dedham
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Nicolas M. Surprenant
Tax Associate
KLR - Andover
- Rita A. Taugher, CPA, MST
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Ann Marie Taylor, CPA
Owner
Ann M. Taylor, Certified Public Acc ountant, P.C. - Quincy
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Abby L. Thackston, CPA
Manager
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Robert Traester, CPA
Tax Manager
Withum - Boston
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Rachel H. Tran
Tax preparer
Walter Shuffain - Boston
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Lorraine A. Travers, CPA, CFP
Owner
Lorraine A Travers CPA - Swansea
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Jolanta Tuck, CPA
Partner
CohnReznick - Braintree
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Nancy L. Vaccaro, CPA, CFP
Sechrest & Bloom LLC - Acton
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Joseph J. Vajda
Run daily tax and accounting operatio
Citrin Cooperman & Company LLP - Worcester
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Frank J. Vari, CPA, JD
Practice Leader
FJV - Boston
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Jessica A. Varney, CPA
Senior Manager
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Anthony P. Vernaglia, CPA, CGMA
Managing Member
Vernaglia Consulting, PLLC - Dedham
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Dominic Viadero, CPA, MSA, MBA
Senior Manager
EY - Boston
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Jonathan M. Vostok, CPA
Senior Manager, Tax
EY - Boston
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Kevin F. Wall, CPA/JD/LLM
Lecturer
Livingston & Haynes PC - Wellesley
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Kevin Walsh, CPA
The 1911 Trust Company, LLC. - Beverly
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Haixia Wang, CPA, MSA
Tax Manager
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Jeffrey A. Warfield, CPA, MST
DiSanto Priest & Co - Warwick
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Bonnie J. Wassall, CPA
Senior Tax Manager
CBIZ - Boston
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Caroline N. Waweru, CPA, MBA/MSA
CliftonLarsonAllen LLP - Andover
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Amanda M. Welch, CPA
Senior Accountant
Schwartz & Schwartz, P.C. - Woburn
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Jennifer M. Wescott, CPA
Tax Senior
CohnReznick - Braintree
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Daniel B. Whalen, CPA
Executive Accountant
Accounting Solutions, Inc - Worcester
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Lisa M. White, CPA
Senior Tax Manager
Fiondella, Milone & LaSaracina LLP - Glastonbury
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Zachary Wolfe, CPA
PwC LLP - Boston
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Susan Wong, CPA, CTFA
Tax Advisor
Fiduciary Trust - Boston
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Denise C. Yelvington, CPA
Partner
Sheffield Advisors LLC - Melrose
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Rita Yeung, CPA
Trust Tax Officer
Rockland Trust Investment Management Group - Hanover
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Wei Yu, CPA
Tax Associate
PwC LLP - Boston
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Eileen Yuen, CPA
Tax Senior Manager
Grant Thornton LLP - Boston
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Kathleen F. Zhang, CPA, CGMA
Principal
Zhang CPA Group LLC - Acton
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Yi Zhang, CPA
Citrin Cooperman & Company LLP - Braintree
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Joe Zhou, CPA
BDO USA, P.C. - Boston
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Donald J. Zidik Jr., CPA, PFS
Tax Principal
Grassi Advisory Group, Inc. - Needham
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Stefan R. Zukowski, CPA
Tax Consultant
RSM - Boston
Questions? Contact Molly Sullivan at MSullivan@masscpas.org