All certified public accountants employed by Shepherd & Goldstein belong to the American Institute of Certified Public Accountants and the Massachusetts Society of Certified Public Accountants. Additionally, the firm is a member of the American Institute of Certified Public Accountants and, as such, participate in peer reviews of our auditing and accounting procedures and quality controls. The following are memberships held by our firm or members of our firm:
- Member, The Alliance of Merger & Acquisition Advisors (AM&AA)
- Member, American Institute of CPAs (AICPA)
- Member, Annuities Fixed Indexed Life Disabilities Long-Term Care Insurance Association
- Member, DealerCPA Network
- Member, Financial Planning Association
- Member, Massachusetts State Automobile Dealers Association (MSADA)
- Member, Massachusetts Restaurant Association (MRA)
- Member, Massachusetts Society of CPAs (MSCPA)
- Member, Massachusetts Society of Enrolled Agents
- Member, National Association of Enrolled Agents
- Partner, ROCG (International Consulting Group) ~ Affiliated Company, ROCG~S&G Consulting Group LLC
Along with meeting all of the requirements that would be expected of an accountant, our team of professionals possess specific skills, training and experience that make them valuable to each of our clients. The following is a partial list of certifications and special qualifications held by members of our firm.
- Advanced Estate Planning
- Certified Valuators and Analysts (CVA)
- Certified Financial Planner®(CFP)
- Certified Mutual Fund Specialist (CFS)
- Certified Public Accountant (CPA)
- Certified Merger & Acquisition Advisor (CM&AA)
- Certified Quickbooks ProAdvisor
- Life, Disability and Health Insurance License
- Master of Science in Taxation