Accounting, tax planning and compliance services for privately held businesses, individuals, estates and trusts.

Joe O’Malley, CPA, MST has over 13 years of experience servicing the accounting and tax needs of individuals, trusts, estates, and privately held businesses. He works with clients across a broad range of industries, including law, finance, real estate, technology and professional services.

Joe began his career at ALL and later worked for international accounting firms in their respective private client service tax practices. Joe is a sought after professional for the close personal attention he gives each client and the results focused methods he brings to each engagement.

• Northeastern University, Masters of Science in Taxation
• Boston University, Bachelor of Science in Accounting and Finance

• Massachusetts Society of Certified Public Accountants (MSCPA)
• American Institute of CPAs (AICPA)