Our firm specializes in a wide range of Tax and Legal services that are customized to meet the specific needs of each client. We are committed to providing our clients with the close, personal, and professional attention that is expected from a trusted legal expert. Our practice areas of focus are Estate Planning, Tax Planning & Preparation, Estate Administration & Probate, Long-Term Care Planning, Elder Law & Real Estate. The broad range of services allows us to manage many of the challenges that our clients will encounter throughout their lives.
Lindsay has been serving the Metrowest community for over a decade with her legal expertise in the areas of Tax Preparation, Estate Planning and Estate Administration. She received her Bachelor of Science degree at the University of Massachusetts-Amherst before earning her Juris Doctorate at the Western New England College School of Law. She is admitted to the Massachusetts and Federal Bar and is a member of several associations, including the American Bar Association, the Massachusetts Bar Association, National Network of Estate Planning Attorneys Inc., and National Association of Tax Professionals. She is also a licensed Real Estate Broker. Originally from the Cape, she resides on the South Shore with her husband, Brian, and their two children, Luke & Violet.
The founder of our company, Larry has been servicing taxpayers and small businesses in Holliston and the surrounding communities for over 40 years. He has many years of valuable experience as an IRS registered tax preparer. Though he spends most of his time in sunny Florida these days, he always makes himself available for his clients.
Suzanne has been with the firm since 2011. She began her accounting career in 1990 with the U.S. Defense Department’s Defense Contract Audit Agency after graduating from Bryant University with degrees in Business Administration (Accounting and Finance). She has been a licensed CPA since 1996. Suzanne assists our individual and small business clients with a wide range of consulting, planning, accounting, tax and QuickBooks issues. She lives on Lake Maspenock in Hopkinton with her husband, Kevin, and their three children.
Wendy joined us in 2018. She is our dedicated Office Manager focused on the day to day operations of the office and ensuring our clients inquiries and needs are met in a timely manner. She has over 20 years of experience in an office setting, and is familiar with all aspects of tax returns, communications with the IRS, and tax dates and deadlines. She currently resides in Falmouth with her husband Gary, and has two grown children.
Brian has been a licensed Real Estate agent since 2013. He has represented Buyer's and Seller's all over Eastern Massachusetts.
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