Taxation - Massachusetts Society of CPAs

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.

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Leadership

Chairperson
Thomas Leonardo
BDO USA, P.C. - Boston
Staff Liaison
Molly Sullivan
Massachusetts Society of CPAs - Boston

Members

Catherine Abati
Sr Tax Manager

Frazier & Deeter LLC - Tampa
Katherine Achter
Tax

PKF O’Connor Davies - Woburn
Benjamin Adewale
International Tax Manager

PwC LLP - Boston
Syed Ahmed
Tax Manager

BDO USA, P.C. - Boston
Gary Albert
Financial therapist
Carlie Alemian
Tax Manager

CohnReznick - Boston
Courtney Amato
Tax Manager

Howland Capital Management Inc - Boston
Anthony Anchukaitis
King McNamara Moriarty LLP - Norwood
Michael Antonelli
Accountant

EisnerAmper LLP - Boston
Alyssa Ardai
Tax Associate

LGA, LLP - Chestnut Hill
David Auclair
Partner

Mamacos, Bysiewicz & Associates, LLC - Newton
Isaac Austin
Tax Preparer

DesRosiers & Tierney LLC - Boston
Robert Babine
Partner

EisnerAmper LLP - Boston
Mariya Babson
CPA, owner,

Mariya Babson CPA - Duxbury
Olufolarin Bamgbowu
Director

Amethyst Associates - Framingham
Howard Barber
Certified Public Accountant

Howard G Barber CPA - Westfield
Michael Barbera
Partner

EisnerAmper LLP - Boston
Maximilian Bauer
Max Bauer, CPA - Natick
George Baxendale
Owner/Founder
Mary Beattie
Beattie & Company LLP - Boston
Barry Beck
Barry D Beck CPA PFS DABFA - Haythorm
Sara Begg
Cody Belland
Tax Manager

Wolf & Company, P.C. - Boston
Carol Benintendi
Owner

Carol T Benintendi CPA - Newton
Jonathan Benson
State and Local Tax

KPMG LLP - Boston
Nisha Bhanushali
Withum - Boston
Jeffrey Biesadecki
Deloitte LLP - Boston
Michael Biggane
Manager | EY Private National Tax

EY - Boston
Olga Boric
Forvis Mazars, LLP - Chestnut Hill
Erik Bredberg
Senior Tax Accountant

Walter Shuffain - Westwood
John Britto
CBIZ & MHM - Boston
Timothy Burke
Burke Law PLLC - Burlington
Ruslan Burshteyn
CPA

Ruslan Burshteyn, CPA - Stow
Susan Cain
Manager

Nichols & Company, CPA, PC - Andover
Joanne Calandra
Timothy Calder
Innovative Tax & Accounting Solutions Inc. - Marlborough
Joanne Cancelmo
Cancelmo CPA LLC - Spencer
Franklin Caraballo CPA
Managing Director

Caraballo CPA, Inc. - Andover
Lawrence Carlton
L H Carlton, CPA LLC - Harwich
Ernest Carruthers Jr.
AAFCPAs - Westborough
Cynthia Caruso
Professor of Accounting

Endicott College - Beverly
Beatrice Casseus
Accounting Manager
Sandra Caterine
John Cavanaugh
RSM - Boston
Regina Cheung
Wolf & Company, P.C. - Boston
Julia Chevalier
Tax Manager

AAFCPAs - Westborough
James Choi
Tax Signing Director

PwC LLP - Boston
Leonard Clark III
Tax

CBIZ & MHM - Boston
Michael Clements
Managing Director

UHY Advisors, Inc. - Wayland
Maureen Cody
Partner / Owner

Leahy, Cody & O'Donnell, LLC - Taunton
Susan Comeau
Susan M Comeau CPA PFS MST - Boston
Maria Connell
Controller

360 Finance, LLC - Salem
Frank Constance
Principal

Coles & Bodoin, LLP - Needham
Domenick Coppola
Domenick J Coppola CPA - Wareham
Karen Cross
Cross CPA Tax & Advisory - Westford
Laura DaFonseca
Service Manager

Sansiveri Kimball & Co LLP - Providence
Manuel DaRosa
Manuel DaRosa CPA - Taunton
Cathy Dana
manager

Coles & Bodoin, LLP - Needham
Philip Dardeno
Kenneth Freed & Co PC - Woburn
Shanikwa Davis
S. Davis Tax Consultants - Braintree
James DeLuca
Senior Tax Manager

G.T. Reilly & Company - Milton
Mathew DeMong
Office Managing Partner

BDO USA, P.C. - Boston
Michael Deluise
Grant Thornton LLP - Boston
David Desmarais
Principal

KLR - Boston
Elisa Di Trapano
Manager

LCW CPA's Inc. - Lawrence
Steven DiVirgilio
Steven DiVirgilio, CPA - Everett
Allison Dimond
Tax

Fidelity Investments - Boston
Yollande Djuikam Sateu
Tax Accountant
Laurie Do
Senior Tax Associate

CohnReznick - Boston
Adam DoVale
Crowe LLP - Boston
Abbey Dodge
Tax Manager

Ambrosi Donahue Congdon & Co PC - Newburyport
Catherine Doe
General Partner/Principal/Shareholder

PKF O’Connor Davies - Woburn
Adam Domow
Adam M Domow CPA - Chelmsford
Zachary Donah
Massachusetts Society of CPAs - Boston
Colby Doody
Senior Accounting and Tax Manager

Nichols & Company, CPA, PC - Andover
Jeffrey Dorenfeld
Jeffrey E. Dorenfeld, CPA - North Reading
Patrick Drennen
Grant Thornton LLP - Boston
Stephanie Drum
Anne Duffy
KLR - Boston
Robin Duffy
Controller

Mariner Seafood, LLC - New Bedford
Matthew Dyment
Office Managing Principal - Tax

BDO USA, P.C. - Boston
Cali Ann Eisenman
Tax Advisor

Loring Wolcott & Coolidge - Boston
Donna Elgart Medoff
Tax Principal

Cherry Bekaert LLP - Waltham
Jeffrey Ellis
Partner

QRGA, LLP - Norwood
Lisa Extance
Wolf & Company, P.C. - Boston
Kyle Fabian
Vice President, Tax

Thomas H Lee Mgmt Co LLC - Boston
Mark Faron
Tax Department

Gonzalez & Associates, P.C. - Stoughton
Grant Faustino
SALT Manager

Crowe LLP - Boston
Aimee Ferreira
Corporate Tax Manager

KLR - Providence
Daniel Ferry
Tax Senior Manager

KPMG LLP - Boston
Stacie Field
Director, Tax

AAFCPAs - Westborough
Ronald Finer
Partner

Finer & Finer, CPA - Randolph
John Finnerty Jr.
Partner

Citrin Cooperman & Company LLP - Braintree
Cheryl Fitzgerald
Senior Tax Manager

Meyers Brothers Kalicka, PC - Holyoke
Kristine Fitzgerald
Tax Partner

Johnson O'Connor - Wakefield
Rose Flaherty
Tax Supervisor
Susan Flaherty
President

Flaherty & Company LLC - North Andover
James Fleuriel Jr.
CFO & Principal

BR+A Consulting Engineers - Boston
Laura Fogel
Gonzalez & Associates, P.C. - Stoughton
Jeffrey Folan
Sullivan and Folan LLC - Braintree
Cathleen Foley
Director of Tax Operationa

Marcum LLP - New Haven
Jill Foley
Massachusetts Society of CPAs - Boston
Arthur Ford
Shareholder
Amanda Fountain
Crowe LLP - Boston
Debra Franks
Owner, CPA, tax preparation, consulti

Fortitude CPA, PLLC - Nashua
Adam Fraser
Wolf & Company, P.C. - Boston
Lisa Frisoli
Leonard, Mulherin & Greene PC - Braintree
Jonathan Gelman
Tax Manager

CliftonLarsonAllen LLP - Quincy
Gerald Gerson
LGA, LLP - Woburn
Amyn Gillani
Tax

Citrin Cooperman & Company LLP - Braintree
Danielle Givner
Owner/Member of DMG Tax Consulting LL

DMG Tax Consulting LLC - Charlestown
Jason Goloboy
Jason M Goloboy. CPA - Sharon
Adam Gorlovsky-Schepp
Raphael and Raphael LLP - Boston
Matthew Green
Owner

GREEN ACCOUNTING SERVICES - Plainville
Demetra Grenier
CliftonLarsonAllen LLP - Andover
Jeff Groshek
Partner

Hinckley Allen & Snyder LLP - Boston
Sarah Guilmette
PKF O’Connor Davies - Woburn
Lu Guo
International tax manager

Deloitte LLP - Boston
Emily Guthman
Wolf & Company, P.C. - Springfield
Seongae Han
Principal

LGA, LLP - Chestnut Hill
Amy Hannah
Tax Supervisor

KLR - Boston
Brian Hardy
Executive Director, Tax

EY - Boston
Jonathan Hartline
Marisa Harvey
Tax Manager

Wolf & Company, P.C. - Boston
Joseph Hazelwood
Dube & Hazelwood PC - Leominster
Leanna Henault
Matrix Financial LLC - Wellesley
Kevin Hines
Kevin Hines, CPA, MST, CVA - Lee
Christopher Hodgens Jr.
American Energy Storage Innovations , Inc. - Hudson
Kellie Howard
Property Manager
Joey Huang
E.J. Callahan & Associates, LLC - Wakefield
Donald Humphrey Jr.
Nicholas Hurney
Johnson O'Connor - Wakefield
Fazal Hussain
Jason Ingraham
Coval Anderson Coval LLC - Easton
Dean Jacobus
Senior Accountant

Bisceglia Steiman & Fudeman LLP - Worcester
Rosa Jardim
Jardim & Marotta LLC - New Bedford
Katherine Jordan
Mamudou Kanuteh
Controller

Acadian Asset Management Inc - Boston
Marlene Kaplan
Marlene S Kaplan CPA PC - Boston
Allen Katz
Debra Kaylor
Senior

Meyers Brothers Kalicka, PC - Holyoke
William Kearns Jr.
Principal

Cullen Murphy & Co PC - Norwood
James Keefe
Tax Director

Lee and Crowley - South Boston
Catherine Kelley
Senior Tax Associate

EY - Boston
Thomas Kenison
BDO USA, P.C. - Boston
Charles Kennedy
Director of Tax Services

G.T. Reilly & Company - Milton
Steven Kiernan
Tax Senior

Deloitte LLP - Boston
Jina Kim
Tax

EY - Boston
Harold Kleinman
Supervisor

Monument Group Wealth Advisors LLC - Concord
Renee Knilans
Daniel Korogodsky
Tax Associate

CohnReznick - Boston
Yasmeen Kouki
Tax Manager

Matrix Financial LLC - Wellesley
Keith Lanzillo
Tax Manager

Daigle & Associates LLP - Boston
Christopher Lee
Lee and Crowley - South Boston
Daze Lee
Professor

Bunker Hill Community College - Boston
Richard Levine
Owner

Richard A Levine, CPA - Newton
Gerard Levins
Tax Attorney

Levins Tax Law - Framingham
Jacqueline Lewis
Tax Principal

BDO USA, P.C. - Boston
Jenna Lewis
Senior Manager, Tax

EY - Boston
Sam Liang
Alvarez & Marsal - Boston
Kimberly Lima
Co-Founder/Virtual CFO

Safe Harbor CFO Services - Swansea
Madalina Loghin
LGA, LLP - Woburn
Saean Longiaru
Staff Accountant

Raphael and Raphael LLP - Boston
Gerard Lucente
Territory Manager
Kavya Machettira
QRGA, LLP - Norwood
Michael Magri
Michael C Magri, CPA MST
William Mahoney Jr.
Polyfoam Corporation - Northbridge
Sherry Mahony
Business Tax Services

KPMG LLP - Boston
Matthew Main
Owner/CEO

Main CPA, LLC - Boston
Maria Marchand
Sullivan Bille PC - Andover
John Matarese
Winchester Tax Associates LLC - Winchester
Emily Matthews
Partner

EisnerAmper LLP - Boston
Nicholas McAndrews
Manager

Lynch Marini & Associates Inc - Natick
Carole McAuliffe
Tax Director

CohnReznick - Braintree
John McCarthy Jr.
owner

John J McCarthy Jr Attorney at Law, CPA - Wakefield
Nancy McDonald
Tax Manager

Kirk & Kirk CPAs PC - Woburn
Ryan McDonell
Tax Manager

G.T. Reilly & Company - Milton
Paula McEvoy
Newburg CPA - Waltham
Victoria McHale
Tax Senior

Wolf & Company, P.C. - Boston
Craig McLaughlin
Craig McLaughlin, CPA LLC
Edward McNeil
Partner

CohnReznick - Boston
Bruce McVittie
Founder

Mcvittie Tax Advisors - Auburndale
Michael Meehan
Vice President - Client Advisor

TFC Financial Management, Inc. - Boston
Gregory Messina
Principal

Messina Multistate Tax LLC - Boston
Charles Metjian
Miller Wachman LLP - Boston
Anthony Miccoli
Tax Senior, Private Client Services

CBIZ & MHM - Boston
Robert Michaelis
Grant Thornton LLP - Boston
Thomas Millett
Attorney

Millett Rafferty Attorneys - Marblehead
Mark Misselbeck
Tax Principal

Cherry Bekaert LLP - Waltham
Mary Monagle
Tax Manager

Forvis Mazars, LLP - Chestnut Hill
Matthew Mulroney
Tax Managing Director

BDO USA, P.C. - Boston
Zara Muradali
Partner - Tax Reporting & Advisory

Grant Thornton LLP - Boston
Paul Nadeau Jr.
Tax Manager, Private Client Services

KLR - Waltham
John Nasrah
Head of Tax

Grantham Mayo Van Otterloo & Co LLC - Boston
Karen Ng
Tax Manager

Wolf & Company, P.C. - Boston
Mark Nichols
President

Nichols & Company, CPA, PC - Andover
Kristie Nowik
Whittlesey - Holyoke
Melissa Nystedt
Massachusetts Society of CPAs - Boston
John O'Brien III
Meyers Brothers Kalicka, PC - Holyoke
Laura O'Brien
LGA, LLP - Chestnut Hill
Mark Paolillo
Practice Leader for Abandoned and Unc

Ryan - Burlington
Maitri Patel
CPA

Maitri & Associates, LLC - Foxboro
Yesha Patel
Stafford Gaudet & Associates LLC - Chelmsford
Nicholas Pawlowski
Tax

CliftonLarsonAllen LLP - New Bedford
Jill Peabody
Melissa Peirce
Partner

Daigle & Associates LLP - Boston
Sallyann Penta
owner.

Sallyann Penta, CPA - Boston
Anthony Perrotta
Anthony J. Perrotta, CPA - Somerville
Roxana Perry
Supervisor

Gray, Gray & Gray, LLP - Canton
William Philbrick
Vice President

Greenberg, Rosenblatt, Kull & Bitso li, P.C. - Worcester
Melissa Polit
Audit & Tax Manager

Raphael and Raphael LLP - Boston
Lawrence Pratt
Christopher Pulick
Partner

CohnReznick - Wakefield
Victoria Purtell
Tax Senior

CliftonLarsonAllen LLP - Quincy
Lin Qin
Director of Compliance

Northeastern University - Boston
Stephanie Quinn
Anstiss & Co PC - Chelmsford
Mark Radding
University of Massachusetts Dept of Accounting & Finance - Boston
Derek Rawls
Tax Partner specializing in SALT

Gray, Gray & Gray, LLP - Canton
Sarah Rifai
Tax Manager

Matrix Financial LLC - Wellesley
Zachary Robbins
Crowe LLP - Boston
Amy Roderick
Director of Admin & Finance

Kellamy CPA Services LLC - Clinton
Deborah Rogers
Deb Rogers, CPA - Newton Upper Falls
Jeffrey Rogers
Tax Director

E.J. Callahan & Associates, LLC - Wakefield
Simon Sabir
President

Pay Minimum Tax - Woburn
Sanaa Sadoki
Tax Supervisor
Myra Sallet
Tax Manager

LGA, LLP - Chestnut Hill
Kathleen Sardinha
Global Tax Manager

Mohegan Sun Casino - Uncasville
Joshua Schmidt
Grant Thornton LLP - Boston
Leanne Scott
Baker Newman Noyes - Boston
Daniel Seaman
Tax Manager

AAFCPAs - Westborough
Kathryn Seekell
Principal

Kurzman Dempsey & Kowalker LLP - Canton
Derek Silveira
LGA, LLP - Woburn
Jessica Simonds
Lynne Skillin
Feeney Pinkerton LLC - East Providence
Daniel Sogolow
Tax Director

CliftonLarsonAllen LLP - Worcester
Nansi Sorano
Tax

Sullivan Bille PC - Andover
Yianna Speridakos
Johnson O'Connor - Wakefield
James Spoto
Partner

Spoto CPA, LLC - Sharon
Amanda St. Jean
Senior Director, State and Local Tax

RSM - Boston
James Sullivan
Britt & Company CPA LLC - Dedham
Nicolas Surprenant
Staff Accountant

Sullivan Bille PC - Andover
Rita Taugher
Ann Marie Taylor
Owner

Ann M. Taylor, Certified Public Acc ountant, P.C. - Quincy
Abby Thackston
Manager
Robert Traester
Tax Manager

Withum - Boston
Rachel Tran
Tax preparer

Walter Shuffain - Boston
Lorraine Travers
Owner

Lorraine A Travers CPA - Swansea
Jolanta Tuck
Partner

CohnReznick - Braintree
Nancy Vaccaro
Sechrest & Bloom LLC - Acton
Joseph Vajda
Run daily tax and accounting operatio
Frank Vari
Practice Leader
Jessica Varney
Senior Manager

KLR - Waltham
Anthony Vernaglia
Managing Member

Vernaglia Consulting, PLLC - Dedham
Dominic Viadero
Senior Manager

EY - Boston
Jonathan Vostok
Senior Manager, Tax

EY - Boston
Kevin Wall
Livingston & Haynes PC - Wellesley
Kevin Walsh
The 1911 Trust Company, LLC. - Beverly
Haixia Wang
Tax Manager
Jeffrey Warfield
DiSanto Priest & Co - Warwick
Bonnie Wassall
Senior Tax Manager

CBIZ & MHM - Boston
Caroline Waweru
CliftonLarsonAllen LLP - Quincy
Amanda Welch
Senior Accountant

Schwartz & Schwartz, P.C. - Woburn
Jennifer Wescott
Tax Senior

CohnReznick - Braintree
Daniel Whalen
Executive Accountant

Accounting Solutions, Inc - Worcester
Lisa White
Senior Tax Manager

Fiondella, Milone & LaSaracina LLP - Glastonbury
Susan Wong
Tax Advisor

Fiduciary Trust - Boston
Denise Yelvington
Partner

Sheffield Advisors LLC - Melrose
Rita Yeung
Trust Tax Officer

Rockland Trust Investment Management Group - Hanover
Yobi Yu
Tax Associate

PwC LLP - Boston
Eileen Yuen
Tax Senior Manager

Grant Thornton LLP - Boston
Kathleen Zhang
Principal

Zhang CPA Group LLC - Acton
Yi Zhang
Citrin Cooperman & Company LLP - Braintree
Joe Zhou
BDO USA, P.C. - Boston
Donald Zidik Jr.
Tax Principal

Grassi Advisory Group, Inc. - Needham
Stefan Zukowski
Tax Consultant

RSM - Boston

Questions? Contact Molly Sullivan at MSullivan@masscpas.org