• 1
  • Audit & Tax
  • MFA Asset Management
  • MFA Capital Advisors

James Guarino, CPA/PFS, CFP®, MST

Tax Partner

MY BEST ADVICE…

Make a difference in life and have a positive influence on everyone you meet.

A QUOTE THAT INSPIRES ME…

"We're evaluated and classified by the four ways we have contact with the world: what we do, how we look, what we say, and how we say it."

(978) 557-5377

Experience

Mr. Guarino has more than 30 years of experience providing tax consulting, financial and business planning guidance to individuals, fiduciaries and business owners. He advises clients on succession planning strategies while providing them with day-to-day tax, accounting and financial consultation. Jim is sought after by high net worth individuals and family office clients seeking assistance in implementing strategic tax planning and comprehensive wealth management solutions. He also provides “Personal CFO” services to those select clients who are looking for family governance assistance.

Jim’s thought leadership is reflected in various local and national media through speaking and authoring engagements, seminars and presentations. His work has been published in a variety of AICPA and MSCPA articles and he has been quoted in the Wall Street Journal, Forbes and the Boston Business Journal.

In addition to his role at MFA – Moody, Famiglietti & Andronico, Jim is also a Partner at MFA Asset Management, LLC, an MFA affiliate company delivering wealth management and institutional consulting services to the discerning investor who is seeking more from their financial partner.

Education

  • MST – Master of Science in Taxation; Bentley College
  • BS – Business Administration, Accounting; Merrimack College

Professional Affiliations

  • AICPA, Member of the Tax Division and Personal Financial Planning Division
  • AICPA, Ambassador Program
  • MSCPA, Member of the Speakers/Writers Committee
  • Financial Planning Association and Massachusetts Chapter of the Financial
  • Planning Association, Member of the Financial Literacy Committee
  • Adjunct Professor at Merrimack College
  • Junior Achievement of Northern New England, classroom volunteer/presenter
  • Board Member and Advisor to local nonprofit organizations
  • Certified Financial Planner Board of Standards, exam content reviewer

Expertise

  • Individual tax planning, compliance and consulting
  • Business entity tax planning
  • Small business structuring and choice of entity
  • Federal and state taxpayer representation
  • Structuring of ownership interest
  • Family and business succession planning
  • Education planning strategies
  • Estate planning and wealth transfer strategies
  • Family and fiduciary tax consulting and compliance
  • Owner-employee retirement goal setting
  • Compensation alternatives
  • Educational seminars for owners and employees

Certifications

  • CPA – Certified Public Accountant
  • PFS – Personal Financial Specialist (AICPA)
  • CFP® – Certified Financial Planner
  • FINRA Series 65 – Investment Advisor Representative

OUR TEAM

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