OurStory
Serving citizens and business owners for nearly three decades with unwavering dedication.
Alexander Advisors, CPA is an accounting and financial advisory firm that has been serving citizens and business owners of Harvard, Massachusetts and the surrounding communities for close to 30 years.
We are one of the leading firms in the area due to our dedication to service, professionalism, responsiveness and quality.
Our Value
Our firm works with individuals, families and businesses in pursuit of financial independence and peace of mind. It's that simple.
Our knowledge as CPAs and financial advisors provides a comprehensive resource of skills that allows us to advise clients in all financial situations and decisions. This professional experience, paired with a commitment to service and our three principles of professionalism, responsiveness and quality translates into a truly unique relationship with our clients.
Professionalism
Your experience starts with our professionalism. Our commitment to ongoing professional education and specialty across financial disciplines builds value, credibility and respect.
Responsiveness
It’s not only what we know, but how quickly we can apply it. Our ability to respond confidently to your needs creates trust and helps facilitate continued success.
Quality
Attention to detail and access to the right resources enable results that meet or exceed expectations—quality in practice.
Our People
David is the founder and principal of Alexander Advisors, LLC. He has provided tax, business consulting and wealth management services to a diverse group of clients for over 30 years. In addition to being a Certified Public Accountant, David is a CERTIFIED FINANCIAL PLANNER® professional and has attained Series 7 and Series 66 licenses; he is also a Licensed Insurance Agent and a member of the AICPA and MassCPAs.
Dave lives in Groton, Massachusetts and is active in several community activities and boards. Check the background of this investment professional on FINRA’s BrokerCheck.
Insurance services offered through an Avantax affiliated insurance agency.
Jill Laighton, CPA provides tax preparation and advisory services for our clients with a focus on quality, responsiveness, and clear communication.
Sandy works with our corporate and individual clients providing tax and accounting services. She is an Enrolled Agent with the IRS and a Massachusetts Notary Public. With 20+ years of bookkeeping and tax preparation experience—especially with QuickBooks—she supports year-end review and planning and enjoys helping clients enhance organization and bookkeeping processes.
Lucia (Lou) Kidney has 25+ years of experience in finance and bookkeeping. During tax season Lou is with us full time (part-time the rest of the year). She handles tax preparation, bookkeeping, QuickBooks support, e-file program management, and status reporting for all tax returns.
Shelby joined our firm in 2003 and has over a decade of experience in accounting office management and client relations. She oversees correspondence, client billing, accounts payable, scheduling and inventory management—supporting the team across client relations and tax return processing.
Kerry Flaherty Scott is an integral part of the team. She has an Associate’s Degree from Northern Essex and over fifteen years of experience as an administrative assistant in finance and accounting.