Meet the Team

If we have not established an engagement where you were provided contact with a specific professional, you may connect with one of us.

We love what we do, and we do it with passion. We look forward to working with you.

All appointments are in Quincy at the Marina Bay office. The address is 500 Victory Road, Suite 400, Quincy (Marina Bay), MA 02171. 

All mail and tax document drop offs are accepted at both offices.

Shea W.

Executive Administrator

Lillian will reach out to you regarding appointments and confirm receipt of all necessary documents for the preparation of your returns. She will also ensure that all communications regarding your tax and accounting needs are brought to my attention.

Email me:

Jauquis Jones

Executive Assistance

Jauquis works directly with Shanikwa on day to day tasks. She will manage and coordinate client meetings with our professionals. Urgent matters that require Shanikwa’s attention should be directed to Jauquis.

Email me:


Bookkeeping services are currently outsourced.

We can work directly with your in house bookkeeper to ensure your financial information aligns with your business needs and goals.

Learn more….

Looking for the rest of the team?

Contact Us