Jeff joined the firm in 2010 and brings over 15 years of experience providing tax and consulting services to a diverse client base. His areas of expertise include individual, trust, partnership, and estate and gift taxation. Jeff has a particular focus on serving private equity firms and their owners, as well as high-net-worth individuals and their families.

As an Enrolled Agent and a member of the Massachusetts Society of CPAs, Jeff has successfully represented clients before the IRS and other taxing authorities. His work includes strategic planning for life events and offering tailored guidance on budgeting, cash flow management, and other complex financial matters.

Within the firm, Jeff leads the Learning & Development Committee, where he plays a key role in fostering professional growth and knowledge sharing. He also serves on the Firm Advancement Committee, contributing to initiatives that support the firm’s long-term success and strategic direction.

Jeff holds a bachelor’s degree in Sports Management from Iowa State University. Before entering the tax profession, he was a collegiate athletics coach at several universities and has been involved in coaching youth sports since high school. Outside of work, Jeff enjoys traveling, spending time with his family, and indulging in his love of TV and movies.