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Home
Our Services
Individual Tax and Planning
Business Tax and Planning
Trust & Estate Tax and Planning
Audit and Review
Sage Intacct
Dashboards & Reporting
Budgets & Planning
CORE FINANCIALS
ERP Software Consulting
Wealth Management
Help Center
Walpole Shred Day
Sample Table of Contents
Financial Documentation Retention Guidelines
About
About Us
The Team
Our Credentials
News
Careers
Contact Us
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Jean Smith
CPA, CFP, EA,
Founder
Anita Peca
CPA, PFS
Jason Machgan
CPA, Partner
Certified Financial Planner
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Certified Public Accountant
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Personal Financial Specialist
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Chartered Retirement Plan Specialist
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Master of Science in Taxation
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