• 1
  • Audit & Tax

Jeremy Roy, CPA, MST

Tax Manager

MY BEST ADVICE IS...

Practice, Patience, Positive Attitude 

WHAT FIRES ME UP IS...

Overcoming challenges and learning

(978) 569-2586

Experience

Mr. Roy brings a wealth of experience to The MFA Companies® Individual and Family Tax Practice. Jeremy is a trusted advisor, skilled in managing high net worth relationships, particularly regarding tax compliance and complex tax planning. With a customer-focused agenda, Jeremy focuses on customers’ unique goals, aspirations and experiences to optimize their tax situations.

Prior to joining MFA, Jeremy held management roles at other public accounting firms in the New England area. His experience concentrated on private high net worth tax engagements, including: complete year-round income tax planning, preparation, and compliance related to individual, trust, and gift tax filings.

Education

  • MS – Taxation; Bentley University
  • BS – Accounting and Finance; Merrimack College

Professional Affiliations

  • American Institute of Certified Public Accountants
  • Massachusetts Society of Certified Public Accountants
  • MSCPA State Tax Committee

Expertise

  • Individual and family tax planning and compliance
  • Multi-state tax compliance
  • Strategic planning and goal setting
  • Federal and state taxpayer representation
  • Estate planning and wealth transfer strategies
  • Foreign reporting and international tax planning

Certifications

  • CPA – Certified Public Accountant
  • Graduate Certificate in Personal Financial Planning

OUR TEAM

Contact Us
Message
Back