Ms. Lekas, with 15 years of public accounting experience, provides tax solutions and technical expertise to clients across many industries including manufacturing, finance and professional services. Her proactive and responsive approach as a leader of tax engagement teams validates her ability to meet client expectations efficiently and effectively. In addition to managing the day-to-day tax processes and implementing tax strategies, Kerry provides experienced financial consulting. As a result, she contributes value-added insight and knowledge to each client relationship.
Expertise
Individual tax planning, compliance and consulting
Business and strategic tax planning
Estate planning and wealth transfer strategies
Family and business succession planning
Strategic planning and goal setting
Multi-state tax compliance
Compensation alternatives
Federal and state taxpayer representation
Small business structuring
Structuring of ownership interest
Education
MS – Taxation with Distinction; Bentley College
BS – Business Administration, Accounting, Cum Laude; University of Massachusetts Lowell
Certification
CPA – Certified Public Accountant
PFS – Personal Financial Specialist (AICPA)
CFP® – Certified Financial Planner
Professional Affiliations
American Institute of Certified Public Accountants
Massachusetts Society of Certified Public Accountants
