Team
Our
partners are a group of seasoned professionals with diverse
educational and professional backgrounds and significant experience
and expertise in a number of business and accounting areas:
David
Berteletti, CPA, MST
David brings over 20
years of experience servicing the tax and accounting needs of
successful closely held businesses. He has extensive experience
dealing with service-related industries, high net worth individuals
and issues concerning wealth and estate planning. David
received a bachelor’s degree in Management with an Accounting
concentration from Boston College. He also earned a master’s degree
in Taxation from Bentley College. He holds various licenses and
registrations with the National Association of Security Dealers and
the Massachusetts Division of Insurance. He is also a member of the
American Institute of Certified Public Accountants and the
Massachusetts Society of Certified Public Accountants.
Michael Desrochers, CPA, CVA
Michael
holds a bachelors degree in accounting from the University of
Massachusetts. He has a solid track record of success providing
accounting, auditing, tax advisory and management consulting
services to both corporations and to high net worth individuals. He
also leads the firm's Business Valuation Advisory services.
Michael
is a member of the American Institute of Certified Public
Accountants, the Massachusetts Society of Certified Public
Accountants, and the National Association of Certified Valuation
Analysts.
Paul C. Fuerst,
CPA
Paul holds a bachelor’s degree in
accounting from Syracuse University School of Management. He has
significant experience in corporate tax planning, business
transaction advisory and compensation matters. Paul focuses his
expertise on successful closely held businesses concentrating on
manufacturing, distribution, real estate, service organizations,
medical professionals and employee benefit and retirement plans. He
is a member of The American Institute of Certified Public
Accountants and the Massachusetts Society of Certified Public
Accountants.
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