As a member of MFA’s Individual & Family Tax Practice, Jeremy is responsible for collaborating with the Firm’s high net worth customers to develop strategies that fuel effective personal tax planning and compliance. Jeremy is well-versed in consulting with customers on everything from trusts and estate planning to charitable giving and retirement planning. He earned his Bachelor’s Degree in Accounting from Merrimack College as well as his Master’s Degree in Taxation from Bentley University.
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
We at MFA see the challenge, the unknown, the ambiguity, not as an obstacle but as an opportunity.
At MFA, we’re a team of voyagers and explorers, chasing and embracing the unknown with the goal of making a difference in the lives of our customers and their families.
The relentless determination of our customers inspires all of us at MFA to develop and discover new and better ways to help foster their continued success.
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.
We don’t want to spend time looking in the rear-view mirror when we could be charging forward. Neither do our customers. That’s why we always have our eye on the future as their opportunities, their businesses and their personal lives evolve.
Our first and most important priority is supporting and growing the financial vitality of our customers and their businesses. And how we go about supporting them in engineering that growth is unlike any other relationship they’ll encounter.
- Hobby or Passion
- Making/carving walking sticks
- Personal Hero
- My dad
- What makes a good life?
- Acceptance of the present moment
- What can’t you live without?
- The ocean nearby