BRIAN T. SHOER, CPA, MSA

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Manager

Brian's over 20 years of combined experience working in public accounting, with real-world experience in the private sector, enable him to understand all facets of a client's business. Closely-held companies and their owners, along with high-net-worth individuals and families, have relied on Brian for practical and results-oriented tax planning and reporting. They appreciate that he takes time to explain the complex tax laws and how they apply to their particular situation, and then works to find the best solution that minimizes tax liability - even in the most difficult situations. He is also experienced representing clients before federal and state taxing authorities, including IRS appeals and United States Tax Court.

Areas of Expertise

Tax | Business Consulting | Transaction Advisory Services | Business Planning + Analysis

Fun Fact

A proud accomplishment for Brian was climbing a glacier in Norway!

Education

Boston University, BSBA
Southern New Hampshire University, MSA

Professional Associations

American Institute of Certified Public Accountants
Massachusetts Society of Certified Public Accountants