• 1
  • Audit & Tax

Jerry Mahan, CPA, MBA

Tax Partner

I'M BAFFLED BY…

Complacency.

A QUOTE THAT INSPIRES ME…

“Good is the enemy of great.”

(978) 557-5362

Experience

Mr. Mahan has more than 11 years of experience in public accounting. In his role at MFA, Jerry provides comprehensive tax solutions and technical expertise to both individual and corporate clients. His proactive and responsive leadership approach validates his ability to meet and exceed client expectations efficiently and effectively. In addition to managing compliance issues and implementing tax strategies, Jerry provides experienced family and fiduciary tax consulting to address the most complex financial challenges faced by MFA’s client base.

Prior to MFA, Jerry spent time as a Director at two Massachusetts CPA Firms where he provided tax and assurance services to a diverse client base of closely held businesses, nonprofit organizations, corporations and individuals.

Education

  • MBA – Accounting; Southern New Hampshire University
  • BS – Business Administration, Accounting; Mount Washington College

Professional Affiliations

  • American Institute of Certified Public Accountants
  • Boston Estate Planning Council
  • Essex County Estate Planning Council – Board Member
  • North Shore Community Mediation Center – Board Member
  • Beverly Rotary Club

Expertise

  • International taxation
  • Individual tax planning, compliance and consulting
  • Estate planning and wealth transfer strategies
  • Compensation alternatives
  • Business and strategic tax planning
  • Strategic planning and goal setting
  • Multi-state tax compliance
  • Accounting for small businesses and start-ups
  • Federal and state taxpayer representation
  • Small business structuring
  • Structuring of ownership interest

Certifications

  • CPA – Certified Public Accountant

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