James P. Moriarty, CPA

James P. Moriarty, CPA is a Boston-area accounting and wealth management firm specializing in tax planning, retirement planning, and financial guidance for high net worth individuals, business owners, and families. Led by CPA James P. Moriarty, the firm offers comprehensive services including individual and business tax preparation, estate planning, succession planning, college funding strategies, and personal CFO services. They combine proactive tax planning techniques with holistic life planning to help clients preserve wealth and achieve long-term financial goals.