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, CDFA has extensive experience in the area of 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 U.S.A., and Jack Surgent & Associates. Lillian Gonzalez is a recipient of the MSCPA’s “2010 Women to Watch Award” in the "Experienced Leaders" category. In 1994, she was named outstanding instructor by the Massachusetts Society of Certified Public Accountants, Inc. for presenting herself as a top discussion leader for CPE courses.
Marcie Coury

Marcie Coury, CPA, MSA

Director
Marcie joined our firm as an intern in 2003. She obtained her Bachelor of Science in Business Administration and Master in Accountancy (MSA) from Stonehill College. She is responsible for planning and reviewing our firm’s tax and accounting engagements and assists clients relative to corporate governance and compliance. Marcie also continues to develop her skills integrating tax and financial considerations in recommending entity structures for operations and is also a Certified QuickBooks ProAdvisor.
Nancy Adams-Aviles

Nancy Adams-Aviles, BS

Manager
Nancy Adams-Aviles joined our firm in 2013 after working as a senior accountant in a public accounting firm for over 16 years and prior to that in the private sector for over 10 years. She has extensive experience in the advising on taxation of individuals, partnerships, corporations, trusts, estates and non-profit organizations. Nancy rounds out her expertise with experience in estate planning and probate administration. Nancy received her Bachelor’s degree from the University of New Hampshire with a major in mathematics and minor in business administration.
Laura Fogel

Laura Fogel, CPA, MBA, MST

Manager
Laura Fogel joined the firm in January 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.
Mark Faron

Mark Faron, EA, MST

Tax Supervisor
Mark, an Enrolled Agent, joined the firm as a Tax Supervisor in 2016. He has eighteen years of previous tax experience with knowledge in corporate, partnerships, non-profits and individuals taxes. His current duties include reviewing tax engagements, preparing more complicated tax returns, tax research and various other duties. Mark received his Masters of Science in Taxation from Northeastern University and a Bachelor of Science in Business Administration, with a major in Accounting, from Bryant University. His professional affiliations include memberships in Massachusetts Society of Certified Public Accountants, National Association of Enrolled Agents, Massachusetts Society of Enrolled Agents, MSCPA - Federal Taxation Committee.
Kim Davidson

Kim Davidson, AA – Associate in Accounting

Senior Staff Accountant
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
Virginia holds a Bachelor’s degree in accounting, Summa Cum Laude, from Bridgewater State College. After working numerous years in the private sector as a Senior Accountant, Virginia joined our firm in 2002. She worked several years as a Senior Staff Accountant for our firm and decided to venture back into the retail industry, successfully owning and managing a retail business. Virginia joined our firm in 2010 and provides full audit and tax services to our clients. Her ability to synthesize technical skills with her business experience provides our clients with a unique practical perspective and approach to business problems.

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.
Paula Suarez

Paula Suarez

Staff Accountant
Paula Suarez joined the firm in January 2019 as a Staff Accountant. She received her Bachelor of Science in Accounting, cum laude, from Suffolk University, where she is also pursuing her Master in Taxation. Prior to joining our firm, Paula worked in the private sector as a Controller for 7 years.
Jolanda Sepulveda-Muniz

Jolanda Sepulveda-Muniz, AB – Associate of Business

Office Manager
Jolanda Sepulveda-Muniz joined the firm in 2014. She received her Associates Degree in Business from Massasoit Community College, and for over 5 years worked as a Financial Aid Advisor for a post-secondary school. As Office Manager, Jolanda supports the Principal Lillian Gonzalez. Jolanda has strong customer service skills, provides additional financial resources and brings a fresh perspective to our team.
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