Harvard, MA CPA Firm | Firm Profile Page | David B. Alexander CPAs
         
   
 

David B. Alexander
CPA/PFS, MST, CFP® 

David is the managing director of Alexander Wealth Advisors, LLC, shareholder in David B. Alexander, CPAs and a principal in Stowbrook Business Services. For over twenty years David has provided individual Financial, Tax, Estate, Investment and Small Business consulting to a diverse base of clients.

David is a licensed Certified Public Accountant (CPA), and has been designated a Personal Financial Specialist (PFS), by the American Institute of Certified Public Accountants. He received his Bachelor of Science degree in Accountancy and Master of Science degree in Taxation from Bentley College. David also holds Securities, Investment Advisory, and Insurance Licenses in Massachusetts.

David also serves his community as Chairman of the Board of Ayer Community School, Inc. and is a member of several other community boards. Locally, he has coached Youth Soccer. He lives in Groton, Massachusetts with his wife Lucy and two children.

Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.

 

 

Debra ChaseDebra Chase, EA

Debra Chase is an Enrolled Agent with the Internal Revenue Service, and has over 20 years experience in tax compliance and planning.

She has been a member of our staff since 1989. Her responsibilities include managing the preparation of tax returns as well as preparing the complex individual and business returns. In addition, she handles various tax compliance issues dealing with the Internal Revenue Service and various states.

 

 

John LearyJohn F. Leary, CPA, MST

John is a Certified Public Accountant licensed in Massachusetts and New Hampshire and has over 20 years experience providing businesses and individual clients with comprehensive tax compliance and advisory services, as well as auditing, accounting and finance services in both the public and private sectors.

John received his Bachelor of Science Degree in Accountancy from the University of Massachusetts at Lowell (formerly the University of Lowell) and his Master of Science Degree in Taxation from Bentley College.

 


Professionalism

Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention. Our high standards, service and specialized staff spell the difference between our outstanding performance, and other firms. We make sure that every client is served by the expertise of our whole firm.

Responsiveness

Our firm is responsive. Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses and other agencies. To see a listing of our services, please take a moment and look at our services page. Because we get new business from the people who know us best, client referrals have fueled our growth in the recent years. Through hard work, we have earned the respect of the business and financial communities. This respect illustrates our diverse talents, dedication and ability to respond quickly.

Quality

An accounting firm is known for the quality of its service. Our firm's reputation reflects the high standards we demand of ourselves. Our primary goal as a trusted advisor is to be available to provide insightful advice to enable our clients to make informed financial decisions. We do not accept anything less from ourselves and this is what we deliver to you. We feel it is extremely important to continually professionally educate ourselves to improve our technical expertise, financial knowledge and service to our clients.We will answer all of your questions, as they impact both your tax and financial situations. We welcome you to contact us anytime.

 
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