Carole McAuliffe has more than 25 years of public accounting experience working with clients to help them achieve their financial goals.
Carole McAuliffe
CPA, Director, Tax
Areas of expertise
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Carole+McAuliffe [email protected]Experience and Credentials
Provides tax compliance, planning, and research to high-net-worth individuals, business owners, trusts, and estates
Performs research for client-specific tax issues including restructuring organizations, gifting, and foreign entity compliance
Collaborates with clients to identify tax opportunities and proactively address any concerns as they arise
Education
BS, Accounting and Business/Management, summa cum laude – UMass Boston
Professional affiliations
American Institute of Certified Public Accountants
Massachusetts Society of CPAs – Taxation Committee
Massachusetts Society of CPAs – Women in Accounting Committee
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