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Carrie I. Davidson, CPA MST |
Jennifer L. Davidson, CPA MSFP CFP® |
Our firm is dedicated to providing our clients outstanding service that emphasizes professionalism, responsiveness and quality. Our partners, Carrie & Jennifer, have over 35 years of combined accounting, tax and consulting experience.
In addition to being certified public accountants licensed in Massachusetts and New Hampshire, each partner has earned her masters degree from Bentley College. Carrie has a Masters in Taxation (MST) and Jennifer has a Masters in Financial Planning (MSFP). Jennifer is also a Certified Financial Planner® practitioner (CFP). With this wide spectrum of experience and accreditations, we can address all your financial needs.
We provide our expertise and experience in a way that gives every client personal, hands on and professional attention. Our high standards, service and specialized staff spell the difference between our outstanding performance and other firms.
Businesses and individuals who choose our firm can count on competent advice and services in a prompt fashion. Through hard work, we have earned the respect of our clients and colleagues. This respect illustrates our diverse talents, dedication and abilities.
Our primary goal as a trusted advisor is to be available to provide insightful advice to enable our clients to make informed financial decisions. We feel it is extremely important to continually educate ourselves to improve our technical expertise, financial knowledge and overall service to our clients.