Dan Ladd, CPA, MST

Dan Ladd, CPA, MST, our tax manager joined the firm in January of 2021. His masters in taxation is focused more on taxation and less on other business aspects. It allowed him to focus his attention more on in-depth tax areas such as research, choice of entities, complex transactions, trusts and estates and such. He has worked in public accounting in Boston since 2016 not to mention that he comes by it naturally as his father owned an accounting firm as he was growing up.