Scott Treacy
Director
“The most rewarding part of my work is building relationships that last for generations. I take pride in helping families navigate complex tax matters with care and understanding.”
Scott Treacy has more than 15 years of public accounting experience providing income tax compliance services to individuals and closely held businesses, along with income, estate and gift tax planning.
He is frequently engaged to provide consulting and accounting services in these areas, collaborating closely with clients’ attorneys, financial planners and other professional advisors to ensure a cohesive approach to financial management. His expertise spans a range of industries and client profiles, enabling him to deliver tailored strategies that align with both personal and business objectives.
Through the trust he earns and his understanding of clients’ long-term goals, Scott often works with families across generations, providing comprehensive tax and advisory services that support their evolving financial needs and help preserve wealth as part of their family legacy.
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
- Certified Public Accountant (Massachusetts)
Education
- Bentley University, Bachelor of Science degree in Accounting