Contact Information

If you would like further information about our company, staff, or services, please feel free to contact us using the information below: 

David Berteletti, CPA, MST

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David brings over 20 years of experience servicing the tax and accounting needs of successful closely held businesses. He has extensive experience dealing with service-related industries, high net worth individuals and issues concerning wealth and estate planning.  David received a bachelor’s degree in Management with an Accounting concentration from Boston College. He also earned a master’s degree in Taxation from Bentley College. He holds various licenses and registrations with the National Association of Security Dealers and the Massachusetts Division of Insurance. He is also a member of the American Institute of Certified Public Accountants and the Massachusetts Society of Certified Public Accountants.


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