Derek DeFronzo
Manager
“I am focused on serving clients with complex tax and estate matters fostering a better understanding of compliance and planning issues. I let them know I am available should they have any questions.”
Derek DeFronzo has nearly 12 years of experience in public accounting having begun his tax career at one of the “Big Four” accounting firms. Derek is a member of the Firm’s Private Client Group, specializing in high-net-worth individuals, trusts and estates.
Derek leads his team in tax preparation and review for clients with a focus on the full client cycle of tax return compliance services to estate tax planning. He also has considerable expertise providing tax preparation and planning services to not-for-profit entities, individuals who own businesses and in the investment industry.
He is a frequent speaker called upon for his professional expertise.
Professional Affiliations and Civic Involvement
- American Institute of Certified Public Accountants (AICPA)
- Massachusetts Society of Certified Public Accountants (MassCPAs)
- Boston Estate Planning Council (BEPC)
Accreditations
- IRS Enrolled Agent
Education
- University of Massachusetts Amherst, Bachelor of Science degree in Accounting