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Mark Lawless
Enrolled Agent & NTPI Fellow at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">MBAS Tax Preparation, Planning, and Representation</span>
Expert financial planner and strategist with a Ph.D. in Economics.
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Location
Greater Boston, US
Languages
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French -
Skills
- Forecasting
- Financial Planning
- Demand Planning
- Strategic Planning
- Business Planning
- Show all
Bio
Generated by
Topline AI
Mark Lawless is a seasoned professional with extensive experience in financial planning, forecasting, and strategic planning. He holds a Ph.D. in Economics from Washington University in St. Louis and a Master's Degree in Finance and Portfolio Management from Boston College. Mark is certified as an Enrolled Agent (EA) and a Certified Professional Forecaster (CPF).
Credentials
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Certified Professional Forecaster (CPF)
Institute of Business Forecasting and PlanningJan, 2010- May, 2026 -
Enrolled Agent (EA)
U.S. Department of the Treasury - Internal Revenue ServiceApr, 2018- May, 2026
Experience
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MBAS Tax Preparation, Planning, and Representation
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Greater Boston Area
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Enrolled Agent & NTPI Fellow
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May 2015 - Present
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Greater Boston Area
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Marlaw Business Advisory Services (MBAS)
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MetroWest - Boston MA
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Managing Principal
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Jul 2002 - Present
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MetroWest - Boston MA
Financial & Business Consulting Practice - Tax Planning & Return Preparation, Representation Before the IRS, Business Demand Forecasting & Planning, Business Valuation Analysis, Business Capitalization Support Services, Strategic Planning
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Jackson Hewitt Tax Service Inc.
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Providence, Rhode Island
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Enrolled Agent
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Dec 2015 - Sep 2017
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Providence, Rhode Island
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Rolf Jensen & Associates, Inc.
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Chicago IL
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Director - RJA Board of Directors
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May 2004 - Jun 2014
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Chicago IL
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UBS
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Wellesley Hills, Massachusetts
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Financial Advisor
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Nov 2005 - Jan 2007
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Wellesley Hills, Massachusetts
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American Hospitality Concepts Inc.
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Braintree MA
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Executive VP and Chief Financial Officer
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Nov 1997 - Jun 2002
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Braintree MA
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National Fire Protection Association
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Quincy MA
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Senior VP and Chief Financial Officer
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Jul 1991 - Nov 1997
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Quincy MA
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Hanson Industries (Hanson PLC)
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Framingham MA
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Vice President - Strategy, Business & Financial Planning - Consumer Produ...
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Jan 1988 - Jul 1991
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Framingham MA
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Ponderosa Inc.
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Dayton OH
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Vice President - Business Strategy & Corporate Planning
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Aug 1980 - Dec 1988
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Dayton OH
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NCR Corporation
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Dayton OH
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Director R&D Finance & Administration
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Jun 1974 - Jul 1980
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Dayton OH
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Senior Analyst - Manufacturing Financial Planning
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May 1972 - May 1974
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Fenton MO
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US Navy
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N&MCRTC St. Louis MO
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Yeoman Second Class
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Nov 1965 - Oct 1971
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N&MCRTC St. Louis MO
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Education
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1990 - 1992Boston College - Wallace E. Carroll Graduate School of Management
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1993 - 1996
Bentley University
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1971 - 1972
Washington University in St. Louis
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1968 - 1970
Southern Illinois University, Edwardsville
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1964 - 1968
Southern Illinois University, Edwardsville
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1960 - 1964
William Cullen McBride High School (St. Louis)
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Banking and Financial Services”
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