- About Us
- Why Summit?
Bill is a Senior Tax Specialist at Summit Financial Strategies, Inc., the personal financial management and tax planning division of Summit Financial Corporation. A Certified Public Accountant, Bill provides accounting and tax services to individuals as well as businesses. Bill endeavors to deliver services to Summit Financial Strategies Inc.’s clients based on a solid foundation of expertise and real value.
Bill has considerable experience in various areas of taxation, such as high net-worth individuals, partnerships, C- and S-corporations and nonprofits. Bill has broad experience in most federal and state returns and schedules. He has experience working with closely-held companies in industries as diverse as real estate, construction, manufacturing, retail and nonprofits.
Bill brings over sixteen years of experience working in the accounting industry, both in public accounting firms and publically traded companies. Prior to joining Summit Financial Corporation in 2014, Bill served as a tax supervisor for a public financial services company and for a real estate investment trust, after working in the public accounting industry since graduation. Bill has also served in the United States Air Force.
Bill is a member in good standing with the MSCPA.
Bill lives in Westford, Massachusetts. When he is not at the office, Bill and his wife enjoy cheering on their two boys on the soccer field.