Stephen Doherty

  • Principal


Stephen has over 35 years of experience providing assurance, tax, and consulting services to closely-held businesses, the owners and high-net worth individuals. His privately owned clients span industries such as real estate, manufacturing and distribution. Stephen views his primary role with his clients to be their trusted advisor, and consults with high-net worth individuals, large family groups and owners of closely-held businesses on all aspects of tax, estate and retirement planning.


William College, BA Economics

Northeastern University, MS Accounting

Bentley University, MS Taxation

In the community

Certified Public Accountant (Massachusetts)

American Institute of Certified Public Accountants (AICPA)

Massachusetts Society of Certified Public Accountants (MSCPA)