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Kathleen Vaccaro, Ea

Business Owner at Goldberg & Vaccaro Tax Services LLC
Intro Book
Seasoned tax professional with over 20 years of experience in tax, accounting, and financial services.
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Location
Burlington, Massachusetts, United States, US
Skills
  • Tax
  • Accounting
  • Financial Accounting
  • Tax Returns
  • Bookkeeping
  • Show all
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Bio

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Kathleen Vaccaro, EA, is a seasoned tax professional with over two decades of experience in tax, accounting, and financial services. She has managed a year-round tax practice, prepared individual and entity tax returns, and advised business owners on tax and accounting matters. Kathleen holds an MBA from SMU Cox School of Business and a Bachelor's Degree from Tufts University. She is an Enrolled Agent certified by the Internal Revenue Service.

Credentials

  • Enrolled Agent
    Internal Revenue Service

Experience

  • Goldberg & Vaccaro Tax Services LLC
    • Burlington, Massachusetts
    • Business Owner
      • Jun 2016 - Present
      • Burlington, Massachusetts

      Manages a year-round tax practice focused on individuals and small businesses. More than two decades' tax experience with personal, corporate, partnership, LLC and trust tax issues. Handles complex individual tax return preparation, including self-employed, rental property owners and significant investment portfolios. Advises business owners on a variety of tax and accounting matters, including entity selection and strategic tax planning. Works with Quickbooks-certified bookkeepers to set up and maintain streamlined bookkeeping systems.

  • Stephen A Goldberg & Co, EA LLC
    • Billerica, Massachusetts
    • Tax Professional
      • Sep 2011 - Jun 2016
      • Billerica, Massachusetts

      Preparation of individual, corporate, partnership and trust income tax returns. Tax, bookkeeping and other financial services for individuals with complex situations and small business owners. Experience with CCH Prosystem fx tax program and Quickbooks.

  • O'Donnell & Tessitore LLP
    • Lexington, Massachusetts
    • Tax Professional
      • Jan 2010 - Sep 2011
      • Lexington, Massachusetts

      Preparation of individual and entity tax returns using Lacerte tax software.

  • RSM McGladrey
    • Burlington, Massachusetts
    • Tax Professional - Small Business Group
      • Aug 2007 - Jan 2010
      • Burlington, Massachusetts

      Worked in the Small Business Group of a national accounting firm, providing tax services for complex individual situations and a variety of entities including LLCs, corporations, partnerships, estates and nonprofits. Experience with CCH Profx tax software..

  • Stephen A Goldberg & Co, EA LLC
    • Lexington, Massachusetts
    • Seasonal Tax Preparer
      • Nov 1995 - Apr 2007
      • Lexington, Massachusetts

      Worked during the tax seasons preparing individual tax returns using CCH Profx tax software.

  • Valuation Counselors
    • Boston, Massachusetts
    • Financial Analyst
      • Feb 1989 - May 1991
      • Boston, Massachusetts

  • Liberty Mutual Insurance
    • Boston, Massachusetts
    • Financial Analyst - Equities
      • Sep 1987 - Feb 1989
      • Boston, Massachusetts

Education

  • 1986 - 1987
    SMU Cox School of Business
    Master of Business Administration (M.B.A.)
  • 1979 - 1983
    Tufts University
    Bachelor’s Degree, Political Science & Spanish

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Accounting and Auditing”

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