Shepherd & Goldstein LLP

Description

Address: 100 Front St 16th Floor, Worcester, MA 01608 Phone: (508) 757-3311Website: : Place name: : : Category: : : Hours: : Website: http://www.sgllp.com/ Category: Accounting firm Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Shepherd & Goldstein LLP Posting publicly on the Web Write a review Reviews"They were a pleasure to work with and did a fantastic job." "Looking elsewhere for our million dollar plus company" View all Google reviews

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Shepherd & Goldstein LLP Employees

Employee
Years
Job
Industry
John Sicard John Sicard Tarzana, California Details
John Sicard's Shepherd & Goldstein LLP Experience 1990 - 1990
Job Accounting & Office Manager at (fer) studio LLP
Industry Design
Experience
Sterling Street Productions   August 2014 - Present
(fer) studio LLP   February 2007 - Present
Pico Art Exhibit, Inc.   2001 - 2006
Step Up on Second  1997 - 2000
Tuscan Light Entertainment   1996 - 1999
Audio Booksmith, Inc.   1991 - 1996
Depot Distributors of the Northeast, Inc.   1990 - 1991
Shepherd & Goldstein LLP   1990 - 1990
Independent Cable, Inc.   1988 - 1989

Skills
Budget Reconciliation, Account Reconciliation, Balance Sheet, Cash Flow, Cash Flow Forecasting, Budget Forecasts, Entrepreneurship, Fiscal Policy, Office Management, Human Resources, Computer Maintenance, Retail, Independent Film, Accounting for Small..., Marketing for Small..., Small Business Server, Short Films, Film Production

Education
Merrimack College
Bachelor of Science, Business Administration, Accounting and Business/Management

Kyra Berzinis Kyra Berzinis Washington D.C. Metro Area Details
Kyra Berzinis's Shepherd & Goldstein LLP Experience February 2012 - April 2012
Job Senior Analyst, Capital Markets at National Cooperative Bank
Industry Financial Services
Experience
National Cooperative Bank  April 2015 - Present
National Cooperative Bank  April 2013 - April 2015
National Cooperative Bank  July 2012 - March 2013
Shepherd & Goldstein LLP   February 2012 - April 2012
New York Life Insurance Company  February 2010 - December 2011
BackOffice Associates  May 2011 - August 2011
Eastham Superette   May 2010 - September 2010

Skills
Financial Analysis, Capital Markets, Strategy, Marketing, Financial Modeling, Credit Analysis, CMBS, MBS, Real Estate Due..., Investments, Finance

Education
Bentley University   2008 — 2011
Bachelor of Science, Corporate Finance and Accounting

Royal Holloway, University of London   2010 — 2010
Management and Psychology

Emily Longvall Emily Longvall Worcester, Massachusetts Details
Emily Longvall's Shepherd & Goldstein LLP Experience December 2013 - November 2014
Job Administrative Assistant/Marketing Assistant at Shepherd & Goldstein LLP
Industry Nonprofit Organization Management
Experience
KNF&T Staffing Resources  June 2013 - Present
Shepherd & Goldstein LLP   December 2013 - November 2014
National Association of Nurse Practitioners in Women's Health (NPWH)   March 2012 - July 2012
National Association of Nurse Practitioners in Women's Health (NPWH)   August 2011 - March 2012
National Association of Nurse Practitioners in Women's Health (NPWH)   November 2007 - September 2011
Marymount University  August 2004 - May 2007
Marymount University  2006 - 2007
Financial Dynamics  January 2006 - May 2006

Skills
Community Outreach, Non-profits, Public Speaking, Event Planning, Nonprofits, Social Media

Education
Marymount University   2003 — 2007
BA, Politics

Shelby Pelletier Shelby Pelletier Westminster, Massachusetts Details
Shelby Pelletier's Shepherd & Goldstein LLP Experience May 2013 - August 2013
Job Assurance Intern at PwC
Industry Accounting
Experience
PwC  June 2014 - August 2014
Shepherd & Goldstein LLP   May 2013 - August 2013
Rollstone Bank & Trust  May 2012 - January 2013
TDC Medical: A Vention Medical Company  June 2011 - January 2012
Coldstone Creamery  May 2008 - June 2011

Education
Bentley University   2011 — 2015
Bachelor of Science (B.S.), Accountancy

Erin Delaney Erin Delaney Worcester, Massachusetts Details
Erin Delaney's Shepherd & Goldstein LLP Experience November 2011 - Present
Job Manager
Industry Accounting
Experience
Shepherd & Goldstein LLP   November 2011 - Present
TR Engel Group, LLC   February 2011 - August 2011
John Ware Research Group, Inc   June 2010 - March 2011
The Procaccianti Group  September 2006 - June 2010
O'Connor & Drew, P.C.   2000 - 2006

Education
Stonehill College   1996 — 2000
BS, Business Administration

Bartlett High School   1992 — 1996

Allison Vajda Allison Vajda New York, New York Details
Allison Vajda's Shepherd & Goldstein LLP Experience October 2009 - October 2010
Job Senior Public Relations & Marketing Manager at Mandarin Oriental, New York
Industry Public Relations and Communications
Experience
Mandarin Oriental Hotel Group  April 2015 - Present
Mandarin Oriental Hotel Group  April 2013 - April 2015
Mandarin Oriental Hotel Group  October 2010 - April 2013
Shepherd & Goldstein LLP   October 2009 - October 2010
The Weinstein Company  January 2009 - May 2009
Quinnipiac University  August 2008 - December 2008

Skills
Public Relations, Publicity, Marketing, Press Releases, Social Media, Marketing Communications, Email Marketing, Hospitality, Social Media Marketing, Communication Skills, Media Relations, Microsoft Office, Mac OS, Cision, Adobe, Event Management, Facebook, Television, Event Planning, Social Networking, Hospitality Industry

Education
Quinnipiac University   2005 — 2009
Bachelor of Arts, Public Relations

John Cabot University   2007 — 2007
Study Abroad Program in Rome, Italy

Marissa Goldstein Marissa Goldstein Worcester, Massachusetts Details
Marissa Goldstein's Shepherd & Goldstein LLP Experience October 2007 - Present
Job Billing Coordinator at Shepherd & Goldstein LLP
Industry Accounting
Experience
Shepherd & Goldstein LLP   October 2007 - Present
Charlotte Klein Dance Centers   January 2004 - Present
LUK, Inc.   July 2006 - October 2007

Skills
Accounts Payable, Invoicing, Payroll, QuickBooks, Accounting, Accounts Receivable, Bookkeeping, Journal Entries, Tax Preparation, Account Management, Account Reconciliation, General Ledger, Training

Education
Assumption College   2008 — 2011
Master of Business Administration (MBA), Business Administration, Management and Operations

Northeastern University   2002 — 2006
Bachelor of Science (BS), Criminalistics and Criminal Science

Patricia Tetreault Patricia Tetreault Greater Boston Area Details
Patricia Tetreault's Shepherd & Goldstein LLP Experience January 2006 - April 2010
Job Coowner at Dragonfly Errand Service
Industry Individual & Family Services
Experience
Dragonfly Errand Service   August 2010 - Present
Self Employed  August 2008 - Present
Shepherd & Goldstein LLP   January 2006 - April 2010

Education
Framingham State University   2002 — 2006
Bachelor, Business & Accounting

Jeremy Graves, EA Jeremy Graves, EA Auburn, Massachusetts Details
Jeremy Graves, EA's Shepherd & Goldstein LLP Experience June 1999 - October 2011
Job Partner at Krumsiek & Graves, P.C, Tax Planning, Business Accounting, Personal Accountant, Business Tax Advisor
Industry Accounting
Experience
Graves Accounting & Tax   December 2011 - Present
Shepherd & Goldstein LLP   June 1999 - October 2011

Skills
Tax Preparation, Accounting, Bookkeeping, Small Business, Tax, Payroll, Accounts Receivable, Budgets, Payroll Taxes, Tax Returns, Quickbooks, Corporate Tax, Individual Tax, Tax Estimates, Notary Public Services, Bookkeeping Services, QuickBooks ProAdvisor..., Tax Notice Resolution, Accounting Services, Tax Research, Revenue Trend Analysis, Customer Service Design, 1099 and 1096 Tax..., General Business..., Gift Tax Return Services, Estate Tax Return..., Payroll Services, TDF 90-22.1 and 8938...

Education
Nichols College   1995 — 1999
Bachelor's, Accounting

Shepherd Hill Regional High School   1992 — 1995

Jennifer Hopkins (King) Jennifer Hopkins (King) Greater Boston Area Details
Jennifer Hopkins (King)'s Shepherd & Goldstein LLP Experience June 2005 - November 2011
Job Supervisor, Business Services Accounting & Analysis at Staples
Industry Accounting
Experience
Staples  February 2013 - Present
Staples  November 2011 - February 2013
Shepherd & Goldstein LLP   June 2005 - November 2011

Education
Nichols College   2001 — 2005
BSBA, Accounting

Stefan Zukowski CPA, MST Stefan Zukowski CPA, MST Charlestown, Massachusetts Details
Stefan Zukowski CPA, MST's Shepherd & Goldstein LLP Experience December 2003 - June 2006
Job Supervisor at McGladrey LLP
Industry Accounting
Experience
McGladrey  December 2011 - Present
Caras and Shulman PC   August 2010 - October 2011
Holloway Income Tax   January 2010 - April 2010
Deloitte Tax LLP  July 2007 - June 2009
Shepherd & Goldstein LLP   December 2003 - June 2006

Skills
Partnership Taxation, Income Tax, Tax Preparation, Tax Law, Tax Accounting

Education
Bentley College - Elkin B. McCallum Graduate School of Business   2008 — 2010
Master, Taxation

Roger Williams University   1997 — 2001
Bachelor of Science, Accounting

Terence Shepherd, CM&AA, CPA, MST Terence Shepherd, CM&AA, CPA, MST Greater Boston Area Details
Terence Shepherd, CM&AA, CPA, MST's Shepherd & Goldstein LLP Experience January 1980 - Present
Job Business Transition Specialist
Industry Management Consulting
Experience
ROCG   2004 - Present
Why Me & Sherry's House   August 1985 - Present
Shepherd & Goldstein LLP   January 1980 - Present

Skills
Small Business, Business Strategy, Strategy, Strategic Planning, Business Development, Management, Management Consulting, Business Planning, Strategic Financial..., Financial Analysis, Mergers & Acquisitions, Finance, Tax, Marketing Strategy, Public Speaking, Accounting, Due Diligence, Estate Planning, Budgets, Team Building, Mergers, New Business Development, Succession Planning, Change Management, Managerial Finance, Real Estate, Financial Management, Budgeting, Entrepreneurship

Education
Bentley University   1970 — 1974
BS, Accounting

Bentley College - Elkin B. McCallum Graduate School of Business
MST, Masters of Taxation

Serge Julien Serge Julien Stoughton, Massachusetts Details
Serge Julien's Shepherd & Goldstein LLP Experience January 2013 - April 2014
Job Resident Director at Assumption College
Industry Higher Education
Experience
Assumption College  July 2014 - Present
Boston Beer Company  May 2014 - July 2014
Framingham State University  September 2013 - May 2014
Shepherd & Goldstein LLP   January 2013 - April 2014
Framingham State University  September 2012 - May 2013

Skills
Money Handling, Customer Relations, Customer Service, PowerPoint, QuickBooks, Microsoft Excel, Microsoft Word, Team Leadership, Accounting, Time Management, Money, Administration, Microsoft Office, Social Media, Program Management, Budgets, Event Planning, Public Speaking

Education
Assumption College   2014 — 2016
Master of Business Administration (M.B.A.), Management

Framingham State College   2011 — 2014
Bachelor of Business Administration (B.B.A.), Accounting

Stoughton High School   2006 — 2010

Christos Kyriakis Christos Kyriakis Greater Boston Area Details
Christos Kyriakis's Shepherd & Goldstein LLP Experience January 2007 - December 2013
Job Managing Shareholder at C.A. Kyriakis, CPA, PC
Industry Accounting
Experience
C.A. Kyriakis, CPA, PC   December 2013 - Present
Shepherd & Goldstein LLP   January 2007 - December 2013
C.A. Kyriakis, CPA, PC   January 1997 - December 2006
Miller Wachman LLP  November 1986 - December 1996

Skills
Accounting, Tax, Audit, Auditing, Tax Preparation, Corporate Tax, Income Tax, GAAP, Financial Reporting, QuickBooks, Tax Returns, Financial Analysis, Bookkeeping, Tax Accounting, Sales Tax, Strategic Financial..., Small Business, General Ledger, CPA, S Corporations, Budgets, Tax Research, Partnership Taxation, Payroll, Account Reconciliation, Payroll Taxes, Forensic Accounting, Accountants, Accounts Payable, SEC filings, Financial Statements, Accounts Receivable, IRS

Education
D'Amore-McKim School of Business at Northeastern University   1991 — 1994
MBA, Finance

Assumption College   1981 — 1985
BA, Accounting

Annmarie Aylward Annmarie Aylward Waltham, Massachusetts Details
Annmarie Aylward's Shepherd & Goldstein LLP Experience May 2011 - February 2013
Job Advisor Marketing Consultant at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network  March 2015 - Present
Commonwealth Financial Network  March 2013 - March 2015
Shepherd & Goldstein LLP   May 2011 - February 2013

Skills
Social Media, Direct Marketing, Marketing Strategy, Email Marketing, Marketing, Marketing Communications, Social Media Marketing, Financial Planning

Education
University of Massachusetts, Amherst   2007 — 2011
Bachelor's degree, Political Science and Government

Richard Plaskus Richard Plaskus Haymarket, Virginia Details
Richard Plaskus's Shepherd & Goldstein LLP Experience February 2008 - May 2008
Job Reserves and Access Services Coordinator at George Mason University
Industry Higher Education
Experience
George Mason University  January 2012 - Present
Joyce Landscaping   May 2006 - December 2009
Shepherd & Goldstein LLP   February 2008 - May 2008

Skills
Higher Education, Research, Student Affairs, Teaching, Event Planning, Microsoft Office, Community Outreach, Data Analysis, PowerPoint, Editing, Data Entry

Education
Bridgewater State College   2006 — 2009
Bachelor of Arts (B.A.), English

University of New Hampshire   2002 — 2005

Tammy Bodwell Tammy Bodwell Greater Boston Area Details
Tammy Bodwell's Shepherd & Goldstein LLP Experience 1999 - 2000
Job Accountant at Whitin Community Center
Industry Health, Wellness and Fitness
Experience
Whitin Community Center  May 2002 - Present
Shepherd & Goldstein LLP   1999 - 2000
Whitin Community Center  1990 - 1995

Skills
Microsoft Word, Customer Service, Accounts Receivable, Supervisory Skills, Microsoft Office, Microsoft Excel, Budgets, Team Building, Account Reconciliation, Payroll, Fundraising, Administration, Accounting

Education
Johnson and Wales University   1991 — 1995
AS, BS, Pastry Arts, Food Service Management

Carl Goldstein Carl Goldstein Greater Boston Area Details
Carl Goldstein's Shepherd & Goldstein LLP Experience January 1980 - Present
Job Principal at ROCG Americas and Partner at Shepherd & Goldstein LLP
Industry Accounting
Experience
ROCG Americas   2004 - Present
Shepherd & Goldstein LLP   January 1980 - Present
Joseph B Cohan & Associates   February 1973 - April 1980

Skills
Business Development, Business, Finance, Small Business, Tax, Business Planning, Succession Planning, Bookkeeping, Accounting, Financial Analysis, Tax Preparation, Management Consulting, QuickBooks, Strategic Planning, Financial Reporting, New Business Development, Non-profits, Business Strategy, Estate Planning, Strategic Financial...

Education
Bentley University   1974 — 1976
BS, Accounting

Quinsigamond Community College   1972 — 1974
Associate of Science (A.S.), Business Administration and Management, General

Andrew Perna Andrew Perna Greater Boston Area Details
Andrew Perna's Shepherd & Goldstein LLP Experience January 2009 - April 2012
Job Director of Quality Control at RealGM, LLC
Industry Writing and Editing
Experience
RealGM  November 2013 - Present
RealGM  September 2010 - November 2013
Shepherd & Goldstein LLP   January 2009 - April 2012
RealGM  September 2007 - September 2010
RealGM  March 2006 - September 2007
Nichols College  September 2005 - May 2007
RealGM  March 2005 - March 2006

Skills
Editing, Sports, Microsoft Office, Interviews, Microsoft Excel, Customer Service, Data Analysis, Database Administration, Sports Writing, Blogging, Leadership, Social Networking, Microsoft Word, Facebook, Event Planning, Management, Social Media, Writing, Public Speaking, Public Relations, PowerPoint, Social Media Marketing, Fundraising, Communication, Marketing, Research, Journalism, Analysis, Nonprofits, Creative Writing, Event Management

Education
Nichols College   2003 — 2007
Bachelor's Degree, Business

Shelton High School   1999 — 2003

Josh LaPan Josh LaPan Greater Boston Area Details
Josh LaPan's Shepherd & Goldstein LLP Experience December 1997 - Present
Job Partner at Shepherd & Goldstein LLP
Industry Accounting
Experience
Shepherd & Goldstein LLP   December 1997 - Present
Shepherd & Goldstein, LLP   December 1997 - Present
Worcester Pay it Forward, Inc.   October 2013 - Present

Skills
Tax, Tax Preparation, Small Business, Accounting, Estate Planning, Financial Reporting, Financial Analysis, Strategic Financial..., Management Consulting, QuickBooks, Bookkeeping, Succession Planning, Payroll Taxes, Strategic Planning, Payroll, Corporate Tax, Income Tax, Management, Financial Planning, CPA, Finance, Leadership, Employee Benefits, Trusts, Credit

Education
Bentley University   1993 — 1997
Bachelor of Science (BS), Accounting

Melissa Lord Melissa Lord Greater Boston Area Details
Melissa Lord's Shepherd & Goldstein LLP Experience July 2013 - Present
Job Supervisor at Shepherd & Goldstein LLP
Industry Accounting
Experience
Shepherd & Goldstein LLP   July 2013 - Present
Shepherd & Goldstein, LLP   June 2008 - July 2013
Shepherd & Goldstein, LLP   November 2005 - June 2008

Skills
Entrepreneurship, Tax Preparation, Tax, Small Business, Business Development, QuickBooks, Accounting, Strategic Financial..., Business Planning, Financial Analysis, CRM, Budgets, Financial Reporting, Corporate Tax, Customer Service, Management Consulting, Strategy, Strategic Planning, Financial Planning

Education
University of Massachusetts, Amherst   1998 — 2003

Framingham State College   2007 — 2012
MBA

Joseph Vajda Joseph Vajda Greater Boston Area Details
Joseph Vajda's Shepherd & Goldstein LLP Experience October 2002 - Present
Job Senior Consultant / Senior Manager
Industry Management Consulting
Experience
ROCG Shepherd & Goldstein Consulting Group LLC   October 2002 - Present
Shepherd & Goldstein LLP   October 2002 - Present

Skills
Tax, Management Consulting, Accounting, Corporate Tax, Business Planning, Tax Accounting, Strategic Financial..., Financial Analysis, Business Strategy, Financial Reporting, Small Business, Tax Preparation, Income Tax, Tax Returns

Education
Syracuse University - Martin J. Whitman School of Management   1980 — 1986
MBA, Management

Penn State University   1973 — 1977
BBA, Accounting

Nicholas Mastrogiacomo, CPA MSA Nicholas Mastrogiacomo, CPA MSA Greater Boston Area Details
Nicholas Mastrogiacomo, CPA MSA's Shepherd & Goldstein LLP Experience October 2012 - December 2013
Job Tax Consultant at The Bollard Group
Industry Accounting
Experience
The Bollard Group  December 2013 - Present
Shepherd & Goldstein LLP   October 2012 - December 2013
N Mastrogiacomo Associates   January 2006 - April 2012
BankBoston  December 1998 - October 2000
Clarkes @ South Station   1995 - 1998
North Quincy High School Football   1989 - 1992
North Quincy High School Football   1989 - 1992
North Quincy High School Football   1989 - 1992

Skills
Tax Preparation, Accounting, QuickBooks, Tax Returns, Income Tax, S Corporations, Partnership Taxation, Sales Tax, Tax, Accounts Payable, Accounts Receivable, Bank Reconciliation, Corporate Tax, Tax Research, General Ledger, Journal Entries, Bookkeeping, Tax Accounting, Lacerte, GAAP

Education
Suffolk University - Sawyer School of Management   2009 — 2012
Masters Degree, Accounting, Cum Laude

Northeastern University   1993 — 1998
Bachelors, Accounting

Mary G. Duncan, CPA Mary G. Duncan, CPA Greater Boston Area Details
Mary G. Duncan, CPA's Shepherd & Goldstein LLP Experience November 2014 - Present
Job Tax Manager at Shepherd & Goldstein LLP
Industry Accounting
Experience
Shepherd & Goldstein LLP   November 2014 - Present
Intuit  2011 - Present
Shepherd & Goldstein LLP   2009 - 2010
Toothman Rice, PLLC  1998 - 2008
Mary G Duncan, CPA   1994 - 1998
Toothman Rice, PLLC  1987 - 1994

Skills
Tax Advisory, Tax Research, Corporate Tax, Tax Audit Representation, Partnership Taxation, Tax Preparation, Financial Accounting, Entity Selection, General Ledger..., Microsoft Office, Microsoft Excel, Profx, Lacerte, BNA Income Tax Planner, RIA Checkpoint, CCH Tax Research, Turbo Tax, QucikBooks, Engagement

Education
Rutgers University-New Brunswick
Bachelor's degree, Economics/Accounting

Shannon Deschenes Shannon Deschenes Glastonbury, Connecticut Details
Shannon Deschenes's Shepherd & Goldstein LLP Experience January 2011 - September 2012
Job Senior Accountant at Sheptoff, Reuber & Company, P.C.
Industry Accounting
Experience
Sheptoff, Reuber & Company, P.C.   October 2012 - Present
Shepherd & Goldstein LLP   January 2011 - September 2012

Education
Bentley College   2004 — 2008
Accounting

Mark Barbato Mark Barbato Greater Boston Area Details
Mark Barbato's Shepherd & Goldstein LLP Experience 2003 - 2004
Job Publisher and Advertising Sales Manager
Industry Publishing
Experience
Barbato Media Inc   September 2014 - Present
Hudson Lock   2004 - 2009
Shepherd & Goldstein LLP   2003 - 2004
Brown & Brown, LLP   2001 - 2003

Skills
Publishing, Advertising Sales, Accounts Receivable, Tax, Payroll

Education
Becker College
Bachelor's Degree, Bachelor of Science – Accounting

Brian MacNeil Brian MacNeil Bellingham, Massachusetts Details
Brian MacNeil's Shepherd & Goldstein LLP Experience November 2012 - Present
Job Supervisor at Shepherd & Goldstein LLP
Industry Accounting
Experience
Shepherd & Goldstein LLP   November 2012 - Present

Skills
Tax Preparation, Accounting, Corporate Tax, Income Tax, Bookkeeping, Sales Tax, Accounts Payable, Assurance, Partnership Taxation, S Corporations, Forensic Accounting, Tax Research, CPA, QuickBooks, Tax

Education
Suffolk University - Sawyer School of Management