Timothy J. Beary Jr.
CPA, EA
Partner
+1 (978) 252 2006
TJ is a state and local tax (SALT) partner with Baker Tilly’s specialty tax practice. As a respected and accomplished professional, TJ has provided state and local tax services to a wide variety of clients since 2005, including compliance and reporting, accounting and provision, strategic planning, transaction advisory, due diligence, credits and incentives, and general consulting. Focusing primarily on multistate corporate income and franchise tax, TJ also has extensive experience with pass-through entity tax, sales/use tax, property tax and excise tax.
- Corporate income/franchise tax compliance and reporting
- Pass-through entity compliance and reporting
- Strategic state tax reviews to identify tax savings opportunities
- Voluntary Disclosure Agreements (VDA’s)
- State nexus studies
- State revenue sourcing studies
- State tax controversy (audit) assistance and representation
- Tax process review/optimization
- Business expansion planning, including organizational structuring and securing available state/local credits and incentives
- Analysis of newly enacted state tax law, including modeling financial impact to client
- Experience across multiple industries, including financial services, banking, insurance, professional services, manufacturing, transportation, wholesale/retail sales, entertainment, software and technology
- American Institute of Certified Public Accountants (AICPA)
- Massachusetts Society of CPA’s (MSCPA)
- National Association of Enrolled Agents (NAEA)
- Frequent speaker at various SALT events
- Certified Public Accountant (CPA); Massachusetts
- Enrolled Agent (EA); Internal Revenue Service
Location
Boston, MA
Education
Master of Business Administration
Daniel Webster College (Nashua, New Hampshire)
Master of Science in taxation
Bentley University (Waltham, Massachusetts)
Bachelor of Arts
Framingham State University
