Thank you for the opportunity to introduce our firm and gain your confidence. We are sure that you will find us to be professional, knowledgeable and helpful. As an introduction to our firm, may we provide the following background about our partners and staff:

ACCOUNTING AND TAX PRACTICE

THE FIRM

We are a boutique Accounting & Tax firm based in Needham Massachusetts. We have been a trusted advisor for our clients for over 47 years. We specialize in businesses of all sizes in various industries, business owners, high net-worth individuals, start-up executives, trusts and not-for-profit entities. Some of the firm’s primary areas of expertise include real estate development and construction accounting, tax planning for cost segregation depreciation considerations, real estate management and related services to include IRC Section 1031 like kind exchange advice and working with the relevant intermediaries. Another specific area of firm expertise is in “multi-owner flow through” entities where there may be multiple foreign and domestic partners. On the business side we work with our clients on all aspects of tax planning, tax compliance and accounting services. For our individual clients we work with them on tax planning, tax compliance and relevant tax structuring associated with their various endeavors.

We feel that we differentiate ourselves from our peers in that we focus on providing our clients with thoughtful and inciteful tax planning and strategizing on both the business and individual sides. We pride ourselves on our ability to be a trusted advisor and team member working with our clients to ensure an optimal outcome.

GARY S. STEVENS, CPA

Professional with experience in public accounting since 1978.  Client concentrations are in the areas of professional service organizations, construction, start-up companies, non-profit entities, and security companies.  Working closely with clients on the entity and individual levels to evaluate tax planning alternatives to effectively minimize taxation.  Evaluate sales and acquisitions of businesses and real estate and assist in valuations thereof.  Graduated from Bentley University with a Bachelor of Science in Accounting.  Received a Masters of Taxation degree from the Bentley University Graduate School.

MICHAEL J. CICCONE, CPA

Professional with experience in public accounting with concentrations in the professional services, retail and wholesale sales, real estate and construction industries along with experience in non-profit entities and the taxation of US non-residents in the US. Experience in foreign taxpayers acquiring individual identification numbers and related filings.  Shareholder in the firm since 1978.  Tax planning at the individual and "closely held" corporate level.  BS in Accounting and MS in Taxation at Bentley University.  Apprenticeship served at Tofias, Fleishmann, Shapiro & Co., P.C. of Cambridge, Massachusetts.  Feature speaker at various tax seminars and local television programs on tax issues, organization of in-house tax training seminars for staff and local certified public accountants.

MARK M. CICCONE, CPA

Professional in the firm since 2014 with experience in public accounting since 2006.  Eight years of diverse tax experiences at Ernst and Young with a focus on International Tax Services.  Individual Taxpayer Identification Number ("ITIN") acceptance agent since 2015.  BS in Accounting and Finance from Boston College.  MS in Taxation from Northeastern University.

SAMANTHA STEVENS, CPA

Professional in the firm since 2019. Prior to that, worked for 10 years at PricewaterhouseCoopers primarily within the asset management industry serving private equity, venture capital and real estate clients. Bachelor of Science in Accounting and Finance as well as Masters of Science in Accounting both from Northeastern University.

LONNIE MCGINNIS, CPA

Professional in the firm since 2018 with 33 years experience in public accounting.  Full range of accounting and tax experience with a focus on small business tax, accounting and consulting.  Proficient in all small business accounting software.  CPA since 1991.  BS in Business Administration from Eastern Nazarene College.

ALEXANDRA TKACH, ACCOUNTANT

Professional in the firm since 2006 with experience in public accounting since 1999.  Servicing the accounting and tax needs of individuals, trusts and privately held businesses across a variety of industries.  Proficient in QuickBooks and regularly advise clients to get the most from this software and achieve accurate financial reporting.  BS in accounting from Emmanuel College.

ACCOUNTING AND PARA-PROFESSIONAL STAFF -

Senior and staff accountants typically have a BS in accounting; participation in tax seminars and if necessary, CPA review courses. Staff Accountants are utilized, as required, under the direct supervision of Partners.

Para-Professional staff has extensive business, bookkeeping and accounting experience.

CLERICAL STAFF -

Primarily focusing on word processing, computer information systems, client general ledger processing and client communications.

IN GENERAL -

Accounting fees are based upon the expenditure of professional time at established standard hourly rates and out-of-pocket expenses.  Periodically, special assignments may require non-standard rates as established prior to the engagement. All work will be discussed and the budget established prior to execution of the service.

Our practice is shaped around a full service concept.  We offer skills not only in accounting, auditing, and tax return preparation, but also in financial planning, management consulting and corporate/individual tax planning.  All of these services are furnished directly on a one-on-one basis providing you with straightforward, current business advice.

We look forward to assisting you, and promise to be attentive and accessible.  We are anxious to serve you and look forward to a successful relationship.

Sincerely,

Stevens and Ciccone Associates, P.C.