Derek is a tax partner at LGA who excels at building strong, personal relationships with his clients while providing tailored tax advisory services. Known for his approachable style and collaborative approach, Derek is the ideal advisor for business owners who value open communication with their CPA. He works closely with clients to ensure they feel supported and understood, making him a trusted partner in navigating complex tax situations.

Derek has extensive experience advising multi-state enterprises and inbound foreign entities and assisting with mergers and acquisitions. He also provides comprehensive tax advisory for flow-through entities, ensuring that tax strategies align with business goals. In addition, Derek offers in-depth consulting for real estate clients and entrepreneurs, helping them manage tax planning and compliance to support growth and efficiency.

Committed to delivering results, Derek takes pride in assembling the right team for each client’s needs, ensuring projects are properly staffed and executed with precision. His ability to collaborate across service lines and his experience with real estate and entrepreneurial clients make him a valuable asset to businesses seeking comprehensive, strategic tax solutions.

Why Work with Derek?

Derek’s combination of technical knowledge and client-first mindset makes him a standout advisor for business owners who want a close, communicative relationship with their CPA. He is dedicated to providing personalized tax strategies that align with his clients’ goals, and his collaborative approach ensures that all aspects of a client’s business are considered. Whether it’s real estate, entrepreneurial ventures, or cross-service line needs, Derek’s focus is always on delivering value through tailored solutions and trusted advice.


Education:

  • University of Massachusetts Amherst: Bachelor of Science
  • Northeastern University: Masters of Science in Taxation

Professional Affiliations:

  • Financial Executives International (FEI)
  • Massachusetts Society of Certified Public Accountants (MSPCA)
  • Northeastern University Graduate Taxation Program, Instructor
  • Former Chair of the Nominating Committee for the Charlestown YMCA’s Board of Directors
  • Former Board Member and Assistant Treasurer for the Charlestown Shepherd School

Personal:

  • Derek enjoys spending time with his wife and 3 kids at their home in Boston, as well as spending time outside, at a family home in Vermont.


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