Keith is a Manager in the Private Client group, and he has six years of public accounting experience in all areas of tax. Keith is responsible for managing the day-to-day operations of tax compliance for high net worth individuals, working directly with clients and their advisors.
In addition to 1040 compliance, his other areas of expertise include not-for-profit 501(c)3 Federal (Form 990) and Massachusetts (Form MA PC) compliance and filings, and Private Foundation (Form 990-PF) compliance. He also works with individual business owners on partnership, S corporation and sole proprietorship filings.
Keith is a graduate of Bard College at Simon’s Rock with a Bachelor’s Degree in Theater. He also holds Master of Accounting and Master of Business Administration degrees from Suffolk University.
Massachusetts Society of Certified Public Accountants
American Institute of Certified Public Accountants
Bridge Repertory Theater – Board Member
