Jim’s primary goal is to work closely with his clients to ensure that they are meeting their financial objectives. Jim is particularly adept at helping clients work through the most complicated financial and business situations, from multi-partner buyout agreements to complex acquisitions. He is an active listener, preferring to lead through the art of asking thoughtful questions. A strategic thinker, Jim helps his clients identify the opportunities and challenges out on the horizon, and partners with them to develop and blueprints for attaining their long-term goals.
Service Areas
✓ Family and Independent Business
✓ Management Advisory
✓ Taxation
"My job isn’t taking numbers and putting them on a piece of paper. It’s finding out where clients want to go and helping them figure out how to get there."
James Barrett | Partner Emeritus
Certifications & Memberships
CPA, licensed in Massachusetts and Connecticut
American Institute of Certified Public Accountants, Member
Personal Financial Specialist credential
Massachusetts Society of Certified Public Accountants, Member
Education
•
B.S. in Business Administration,
Western New England College
•
M.S. in Taxation,
Florida International University
Community Involvement
• Massachusetts Chamber of Business and Industry, Treasurer, Executive Board Member
• Greater New England YPO/WPO, Member
Contact Us
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