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Meet Courtney

Courtney Monteleone

Courtney Monteleone MST
Consultant

Courtney works with MFA’s customers to fulfill their individual & family tax needs. Specifically, Courtney’s expertise is centered on tax planning and advisement for high-net-worth individuals, estates, family trusts and beneficiaries. Courtney earned a Bachelor’s Degree from the University of Vermont and Master’s Degree in Taxation at Bentley University.

  • Observant
  • Curious
  • A Good Listener

Notable Matters

High-net-worth, entrepreneurial individuals & family offices we provide strategic tax consulting to

MFA collaborates with customers operating in all 50 U.S. states

Areas of Focus

individual & family tax high-net-worth individuals & families inheritance, estate & gift planning tax provisions wealth transfer strategies family trusts

Our abundant curiosity, fresh perspectives and divergent thinking get our customers looking at their businesses and personal financial matters in a whole new light — opening the flood gates for new ideas and innovative solutions.

One of the most important roles we play is as a sounding board. Whenever the path forward is unclear, we’re here for our customers to help guide them in the right direction.

At the end of the day, it’s not just about filing tax returns, it’s about teammates. It’s not just about conducting audits, it’s about allies. Being a partner and not a vendor. This is the philosophy that guides how MFA works with each and every customer.

For us, it’s all about empowering people & organizations to find their path to prosperity & fulfillment.

At MFA, we are unique thinkers with the power of exponential thought, all of which is magnified when we think freely, openly and for the collaborative purpose of helping our customers and fellow colleagues achieve their definition of success.

In encouraging and cultivating innovation, we continually display an unwavering entrepreneurism in hopes of pioneering forward the vision of all those around us.

Hobby or Passion
Hiking the White Mountains
If you could have one superpower what would it be?
Invisibility
Hidden talent
Sprinting
Best Book You’ve Ever Read
"Intensity"

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