Jay is a Managing Director in the Accounting and Auditing* Group at CBIZ & MHM New England (formerly CBIZ Tofias). He joined the company in 1982. Jay has many years of experience working with clients in the manufacturing, wholesale/distribution, retail, and real estate industries.
Additionally, he advises family offices and high net worth individuals. In serving the company's corporate clients, Jay's area of expertise includes receivable and inventory management, debt and equity financing, financial reporting and analysis, strategic planning, systems reviews and tax planning. In serving the company's high net worth clients, Jay has extensive experience in both income tax and estate planning.
*Audit and other attest services provided by MHM, an independent CPA firm.