About Us

It’s perfectly reasonable for you to want to know more about the person with whom you’ll be working to address your legal and tax challenges. You’re putting a great deal of trust in me and it’s natural to want more information.

I am not only an Attorney but a Certified Public Accountant (CPA) with over 30 years of experience as well.  I specialize in taxpayer defense, taxpayer rights issues, and tax resolution. I am admitted to the Bar in the Commonwealth of Massachusetts, U.S. Tax Court and the U.S. District Court. I am also a Massachusetts Notary Public. 

I am a Consulting Member of the Tax Defense Institute and a member of the Massachusetts Bar Association. You can also find a detailed professional history on LinkedIn.

Some people find it interesting to note that I am a member of the National Society of the Daughters of the American Revolution. I am a Mayflower Descendant by right of bloodline descent in the 10th generation from George Soule who was a passenger on the MAYFLOWER voyage which arrived at Plymouth, New England, December, 1620.

In my free time, I ride a 2019 Harley Davidson Softail Deluxe. I also enjoy spending time boating on Lake Winnipesaukee in New Hampshire. I was born and raised in the Adirondack Mountains of Upstate New York and have lived and worked in Massachusetts for over 30 years.


Mediation Training Program, Mediation Works Incorporate, Boston, MA Juris Doctor, Massachusetts School of Law, Andover, MA Bachelor of Science in Accounting & Finance, State University of NY College at Brockport Consulting Member, Tax Freedom Institute, Inc., Stillwater, MN Daughter of the American Revolution

Both my CPA and legal services are practiced nationwide. Outside of Massachusetts, I associate with local counsel when required by local rules of practice. I also contract with experienced attorneys, tax professionals & investigators nationwide in accordance with the needs of my clients.
Read The Tax Resolution and Defense Blog 

Learn more by reading the blog.

The Tax Resolution and Defense Blog has lots of information about us and other topics

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