BRIAN D. GOGUEN, MST, CPA, CFP

Certified Public Accountant

Brian earned his Certified Public Accountant (CPA) license in 1981. Brian earned his Certified Financial Planner (CFP) designation in 1999. Brian is also an Investment Advisor Representative with North Atlantic Investment Partners, LLC., coordinating financial planning and investment advisory services.

 

Brian graduated with his bachelors degree in accounting from the University of Massachusetts Lowell, an MBA from Suffolk University and a Masters in Taxation from Bentley College.

 

Brian is a lifelong resident of Billerica with his wife Laureen. Brian has two adult children and two grandchildren. He is actively involved in the community and serves on the board of The Boys & Girls Club of Billerica.

 

THOMAS L. FITZPATRICK IV, MBA, EA, CPA

President & Shareholder

Certified Public Accountant

Enrolled Agent

 

Thomas graduated from the University of Massachusetts Dartmouth with a bachelor's degree in Marketing and his MBA at Bowling Green State University in Bowling Green , OH. 

 

Thomas passed the CPA exams and became a Massachusetts licensed CPA in May 2022. He also earned his Enrolled Agent credential in 2017 making him a federally licensed tax practioner who can represent taxpayers before the IRS. Thomas has also passed the Series 65 Uniform Investment Advisor Law exam in January 2020 and is an Investment Advisor Representative.  

 

Thomase currently serves as 2nd Vice President on the Board of Directors of the Massachusetts Society of Enrolled Agents, is a member of the Board of Directors of the Massachusetts Association of Accountants and serves as Treasurer of the Tyngsborough Land Trust.

 

Prior to joining the firm, Thomas worked as an analyst for a national window and door manufacturing company. Originally from Billerica, Thomas and his wife, Jacqulyn, now resides in Tyngsborough with their daughters and dog.