Fritz DeGuglielmo

For over 40 years, Fritz DeGuglielmo LLC has been dedicated to providing exceptional accounting and business advisory services to individuals, businesses, trusts, and non-profit organizations in New England and beyond. Our team of experienced and certified public accountants is committed to helping our clients succeed in all aspects of their financial lives.

Meet Our Team

At Fritz DeGuglielmo LLC, we pride ourselves on the knowledge, expertise, and personalized service that our professionals bring to the table. Our team consists of experienced accountants and advisors who are dedicated to delivering exceptional service to our clients. Below, you'll find a brief overview of our team members:

• Stephen J. DeGuglielmo, CPA: With over 30 years of experience, Steve provides tax, tax planning, and tax-saving strategies to individuals and business owners.
• Daniel E. Schaffner, CPA: With over 20 years of experience, Dan oversees the firm's assurance services and provides tax services to businesses, trusts, and non-profit organizations.
• Jeffrey M. Banville, CPA, MBA: Jeff provides tax services for individuals, non-profit organizations, businesses, and trusts, and has experience in performing attestation and assurance services.
• Luis Fernandez, MSA: Luis joined the firm in 2019 and is working towards becoming a licensed certified public accountant in Massachusetts.
• Donna Leo, CPA: With over 20 years of experience, Donna specializes in assurance services for non-profit agencies, lenders, and government entities.
• Lorraine Mahoney, EA: Lorri is an Enrolled Agent admitted by the US Treasury to represent taxpayers before the Internal Revenue Service and operates Ritz Payroll Solutions, Inc.
• Cindy Martinez: Cindy joined the firm in 2017 and is currently working towards becoming a licensed certified public accountant in Massachusetts.
• Anne Marie Pesarik: Anne Marie oversees the firm's administrative functions and is available to assist with any questions or concerns.

Business Services

At Fritz DeGuglielmo LLC, we understand the importance of effective financial management for businesses. Our team of experienced accountants and advisors provides a range of services designed to help businesses succeed:

• Tax and Business Advisory Services: We offer tax preparation, audit reviewCompilation services, business succession planning, and more.
• Accounting and Bookkeeping Services: Our services include budgeting, payroll services, and policy and procedure development.
• Business Succession Planning: We help business owners develop a plan for the transition of their business, ensuring continuity and minimizing disruption.
• Litigation Support: We provide expert witness services and financial analysis for legal disputes.
• Organizational Structure Evaluations: Our team helps businesses evaluate their organizational structure and make informed decisions about changes.

Individual, Trust, and Estate Services

Our individual accounting and tax services cater to the unique needs of individuals, providing tax preparation, retirement and estate planning, and investment advice.

Non-Profit and Governmental Services

At Fritz DeGuglielmo LLC, we understand the unique challenges faced by non-profit organizations and government entities. Our team provides expert accounting and tax services, ensuring compliance with regulatory requirements and maximizing financial efficiency.