Heidi MacLean

I’m a tax principal with over four decades of experience specializing in tax planning and consulting for high-net-worth individuals, family-owned businesses, not-for-profits, trusts, and estates.

My clients appreciate my passion for making people’s lives easier and better, which motivates my dedication to providing excellent client service.

I hold a CPA and CFP license in both Massachusetts and New Hampshire. I have a B.S. in business administration from the University of Southern Maine, as well as two master’s degrees in accounting and taxation from Bentley University. I’m a member of the AICPA, NHSCPA, and MassCPAs.

Outside of work, I volunteer at the Treasurer-Conservation by Poverty Alleviation International, Inc., participate in church outreach activities, contribute to Catie’s Closet events, and lend my support to additional organizations near my heart.