Meet the people behind the numbers
Licensed CPAs, enrolled agents and certified advisors — all of them here for the long term.
Margaret Hartwell
Managing Partner, CPA
CPAMSTMargaret founded the firm in 1998 after a decade in Big Four tax practice. She leads our tax planning work for closely held businesses.
Daniel Okafor
Partner, Tax Services
CPADaniel leads individual and multi-state tax work and our real estate investor practice.
Priya Raman
Director of Accounting Services
CPAQuickBooks ProAdvisorPriya runs our bookkeeping, payroll and outsourced accounting team.
Thomas Reyes
Senior Tax Manager
CPAEAThomas manages business tax compliance and represents clients in IRS examinations.
What working with us looks like
A CPA on every engagement
Your return and your books are reviewed by a licensed CPA — never just a seasonal preparer.
Year-round access
Questions in July get answered in July. We're not a tax-season-only firm.
Proactive planning
Mid-year projections catch opportunities while there's still time to act.
Secure and paperless
Bank-grade portal, e-signature and encrypted document exchange.
Fixed-fee pricing
Know the cost up front. Call us without watching the clock.
Local, and here to stay
27 years on the North Shore with the same partners answering the phone.
Interested in joining the team?
We're always looking for thoughtful accountants who like clients.