About Us

The principal, Lillian Gonzalez, has been in business for over 25 years, and is following a progressive vision of expanded client services. A driving force in the addition of services has been the increased needs of a client base that requires more planning and a holistic approach in order to meet both family and financial needs in the current economic environment. With four professionals, the firm delivers integrated services including tax, financial, estate and retirement planning. As we follow life’s transitions with our clients we find a growing need for advice with regards to asset protection, Medicaid and tuition planning. We provide multistate tax service to many clients that have retained our services although moving out of state.

Gonzalez and Associates Staff

Our Experience

The firm has extensive experience in the area of tax and financial planning for same gender and unmarried couples. Advisory services are provided with the sensitivity and understanding that decisions are not only made from an economic perspective but with consideration of emotional factors as well.

Our Values

Our values ​​are honesty and transparency when it comes to providing our services

INTEGRITY

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TRUST

CONSISTENCY

TEAMWORK

EXCELLENCE

ATTENTION

Our Approach

Our approach is to provide our clients with sufficient resources in order to make the best decisions for themselves and their families. We provide tax and financial planning services to over 900 individuals, 50 trusts and 50 partnerships and corporations.

The firm has specialized in the area of nonprofit accounting, audit, tax and compliance. We perform audits, reviews and compilations for over 70 nonprofit organizations. As a firm we believe that we are large enough to handle almost any engagement yet small enough to provide our clients with personalized service. We use a constructive approach in all engagements. For example, as a result of acquiring in-depth knowledge of client financial and administrative procedures, we often recommend improvements for more efficient operation, stronger financial structure and improved accounting and administrative controls. Our philosophy and practice is to blend the technical, the practical and the business approach in each engagement. We are mindful of our client’s focus on providing direct service yet meeting the needs of greater transparency, disclosure and compliance relative to organizational practices.

We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.

We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success.

Meet The Team

Lillian Gonzalez

Lillian Gonzalez, CPA, MST, CSEP, CSRP, ADPA, CDFA

Principal
Lillian Gonzalez, CPA, MST, CSEP, CSRP, ADPA, CFDA provides financial, retirement, estate, and tax planning for individuals and advisory services for small and closely held businesses. She has extensive experience in non-profit accounting and taxation. Over the years, she has acted as a consultant and instructor for the Massachusetts Society of Certified Public Accountants (MSCPA), Neighborhood Reinvestment Corporation, YouthBuild USA, and Jack Surgent & Associates. In 2010 she was the recipient of the MSCPA’s Women to Watch Award in the Experienced Leaders category. Prior to that, she was named an outstanding instructor by the Society of Certified Public Accountants, Inc. for presenting herself as a top discussion leader for CPE courses.

Lillian currently serves on the board of the Fenway Community Health Center, and has previously held board positions for a number of other organizations, including La Alianza Hispana and Wheelock Family Theater.
Marcie Coury

Marcie Coury, CPA, MSA

Director
Marcie Coury joined our firm as an intern in 2003, and in that time has worked her way up to the position of manager. She provides a variety of tax and accounting services to individuals, corporations, and partnerships, and is responsible for the detailed review of our firm’s tax and accounting engagements. She has extensive experience with financial statement reporting, and accounting and auditing for non-profit organizations. In addition, she is a Certified Quickbooks Pro-Advisor.

Marcie obtained her Bachelor of Science in Business Administration and Master in Accountancy (MSA) from Stonehill College. She is a member of the Massachusetts Society of Certified Public Accountants (MSCPA), and in her spare time, volunteers for her local food pantry as a bookkeeper, in addition to coordinating our firm’s annual food drive.

When not working, Marcie enjoys spending time with her husband, 2 children, and dogs. She enjoys baking and cake decorating, and spending time outdoors.
Laura Fogel

Laura Fogel, CPA, MBA, MST

Manager
Laura Fogel joined the firm in January of 2019 as a manager. She has over 20 years of public accounting experience working with individual, business, and fiduciary clients. She advises clients on a wide array of tax consulting and compliance issues, including IRS and state audits, state and local taxes, sale and use tax compliance, estate and trust returns, and international taxes. She received her bachelor’s degree from Cornell University, as well as an MBA from Boston University, and MST from Bentley University.

She resides in Easton, MA, and in her free time, enjoys traveling with her family, walks with her dog, and cooking.
Mark Faron

Mark Faron, EA, MST

Tax Supervisor
Mark Faron, EA, MST, joined the firm as a tax supervisor in 2016. He has eighteen years of previous tax experience, with knowledge in corporate, partnership, non-profit, and individual taxes. His current duties include reviewing reviews and compilations for our non-profit clients, handling complicated tax returns, analyzing Quickbooks files on behalf of clients, and tax research. He received his Master of Science (MST) in Taxation from Northeastern University, and a Bachelor of Science (BS) in Business Administration, with a major in Accounting, from Bryant University. His professional affiliations include memberships in the Massachusetts Society of Certified Public Accountants (MSCPA), National Association of Enrolled Agents (NAEA), Massachusetts Society of Enrolled Agents (MSEA), and the MSCPA Federal Taxation Committee.

Mark is married and together with his wife has two young daughters. He volunteers his time by coaching his daughters’ soccer, basketball, and softball teams. He also volunteers at his local church. When not volunteering, he enjoys relaxing at home, and going on family vacations.
Kim Davidson

Kim Davidson, AA – Associate in Accounting

Audit Supervisor
Kim Davidson joined our firm in 2001. She received her Associates degree in business from Massasoit Community College and has provided full audit and tax services to our clients. She leads on over 30 audits and has extensive nonprofit as well as tax experience. She is continuing to develop her expertise in the area of business and tax planning.
Virginia Lanphear

Virginia Lanphear, BS

Senior Staff Accountant
After working numerous years in the private sector as a senior accountant, Virginia Lanphear joined Gonzalez and Associates, P.C. in 2002. She worked several years as a senior accountant for our firm before venturing back into the retail industry, successfully owning and managing a retail business for eight years. She returned to us in 2010, and provides audit and tax services to our clients. Her ability to synthesize technical skills with her business acumen provides her clients with a unique practical perspective and approach to business problems. Virginia holds a bachelor’s degree in Accounting summa cum laude from Bridgewater State University.

When she is not hard at work, Virginia enjoys spending time with her family and being outdoors.

Anatoli Panagiotidis, BS

Staff Accountant
Ana Panagiotidis joined the firm in September 2018 as a Staff Accountant. She received her Bachelor of Science in Management from Boston University. Prior to joining our firm, she had 20 years of experience in nonprofit and commercial accounting. She has participated in audits in the healthcare sector and of federally funded programs, including Community Development Entities.
Charles Woodruff

Charles Woodruff

Staff Accountant
Charles joined Gonzalez and Associates, P.C. in 2020. His background includes 5 years of public accounting experience with an emphasis on income tax services for individual, business, and fiduciary clients. He also has several years' worth of practice on a variety of audit engagements, particularly those related to employee benefit plans. Charles received his Bachelor's degree from Quinnipiac University and is currently continuing his professional development.

When he’s not working, Charles enjoys playing golf, listening to music, and hiking during the warmer seasons.
Kaylee

JiaMin (Kaylee) Chen

Staff Accountant
Kaylee, EA, MBA joined Gonzalez and Associates, P.C. in March 2021 as a staff accountant. She helps clients file tax information and checks the accuracy of financial documents to ensure accuracy, adequacy, and transparency. Prior to joining Gonzales & Associates, P.C., Kaylee worked as an accountant for Ritz-Carlton Hotel and as a client specialist at Joseph Cahill & Associates. She obtained her Bachelor of Science in Accounting and Master’s in Business Administration from the University of Massachusetts Boston, holds an Enrolled Agent certificate, and is currently pursuing her Certified Public Accountant license. She lives in Quincy, MA with her family. Outside of work, Kaylee enjoys traveling to foreign countries and skiing.
Seol

Seol Lee

Office Manager
Seol joined the Gonzalez & Associates, P.C. team as an Office Manager in February 2021 during the height of the pandemic and has been managing office needs and providing client service support. Originally from South Korea, she earned her bachelor's degree at Lesley University in Human Services in 2005. Seol has spent time giving back through service projects and is fluent in Korean, Spanish, and English. She regularly volunteers with organizations such as Toys for Tots, Cradles for Crayons, JP Red Hatters, community clean ups, and has recently co-founded a local LGBTQ+ parent group offering playground meet-ups and a space for community. She lives in West Roxbury with her wife and three-year-old daughter who loves bubbles and lip syncing.
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Armando Carlo-Gonzalez

Client Communications Coordinator
Armando has been with Gonzalez and Associates, P.C. in one capacity or another since 2009, as an administrative assistant, tax accountant, and auditor. Since receiving his bachelor’s degree in Creative Writing, Literature, and Publishing from Emerson University in 2017, he has transitioned into a more media-focused role with our firm, overseeing website content creation in addition to writing all correspondences between us and our clients.
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