• 1
  • Audit & Tax

Theary Phat, CPA, MST

Senior Tax Manager

THREE WORDS TO DESCRIBE ME…

Determined, diligent, adaptable.

A QUOTE THAT INSPIRES ME…

“Every experience, no matter how bad it seems, holds within it a blessing of some kind. The goal is to find it.”

(978) 557-5336

Experience

Ms. Phat brings to MFA over eight years of experience in public accounting with three of those years having served as a tax accountant for PricewaterhouseCoopers. In her role as a Senior Tax Manager at MFA, Theary works closely with the Firm’s individual and family tax clients as well as partnership arrangements, assisting them in a wide range of tax planning, compliance and consulting services. She is well versed in the preparation of federal and state income tax returns and regularly serves as a secondary review on her colleagues’ tax return preparation efforts as well as their tax return work paper support. She also has experience with tax compliance issues and reporting requirements for regulated investment companies (RICs) including performing audits of tax provisions, tax adjustments and the actual tax returns themselves.

Education

  • MST – Master of Science in Taxation; Bentley University
  • BS – Corporate Finance and Accounting; Bentley University

Expertise

  • Individual tax planning, compliance and consulting
  • Pass-through entity taxation
  • Federal and state taxpayer representation
  • Schedule M-1 and M-3 adjustment analysis
  • Tax compliance for regulated investment companies

Certifications

  • CPA – Certified Public Accountant
  • Master Personal Financial Planner Certification

OUR TEAM

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