James D. Maxon, Cpa,

Education Graduate of Bentley College, BS in Accounting Graduate of Lowell Technological Institute, BS in Economics Jim has nearly 30 years of experience in the area of corporate and personal tax and financial planning. In 1986 he became a sole practitioner providing high quality tax and accounting services in the New England area and throughout the United States. Utilizing his business experience and contacts he has grown a practice specializing in the needs of privately held businesses. Jim’s varied background provides him with the expertise necessary to provide clients with excellent tax advice and investment strategies when making financial decisions as well as quality oriented Tax Planning and Tax Preparation services combined with qualified and competent representation in the event of governmental audit. The firm's other areas of professional expertise include Business Succession Planning; Estate, Gift, Trust, and Elder Care Planning; Estate and Trust Administration; Personal Wealth Accumulation Consulting, Fiscal Security/Management, Educational needs, Retirement focused Financial Planning and alternative Investment Implementation services. Jim is affiliated with Fidelity Investment, Inc. Jim is a member of the American Institute of Certified Public Accountants (AICPA); the Mass Society of Certified Public Accountants (MSCPA); and he is an Enrolled Agent with the United States Treasury. He resides in Bedford, Massachusetts with his wife and two children.