New Shareholder Announcements!

We are pleased to announce three significant promotions at Tonneson + Co. Jessica Clancy, Patrice Goodwin, and Jamie Tong-Chow have all been promoted to Shareholder.

Jessica Clancy, Shareholder
Jessica Clancy brings 21 years of experience, contributing her expertise in Partnerships, S-corporations, and Individual taxation. She specializes in High Net Worth, Individual, and Family Office Tax Planning & Consulting, serving clients in industries such as financial services and distribution. Jessica is a CPA and holds a BAcc from Bryant University. As a member of the American Institute of CPAs (AICPA) and the Massachusetts Society of CPAs (MassCPAs), she actively engages in professional development and stays updated on industry trends. Jessica finds fulfillment in mentoring new staff and participating in training initiatives. Her passion for sharing knowledge and supporting colleagues contributes to a collaborative and growth-oriented work environment. In her spare time, Jessica dedicates herself to volunteering for Project Just Because in Hopkinton, MA, demonstrating her commitment to making a positive impact in her community.

Patrice Goodwin, Shareholder
Patrice Goodwin has 15 years of experience, specializing in comprehensive tax services to trusts and estates, and high-net-worth individuals, particularly those involved in private equity. Her expertise and in-depth knowledge in this area allow her to navigate the complexities of wealth management effectively. Patrice holds a BA from the University of Massachusetts Boston and a JD from Suffolk University Law School. She is an active member of professional organizations such as the Massachusetts Society of CPAs (MassCPAs), and the Maryland Association of CPAs (MACPA), allowing her to stay connected with industry trends and best practices. Driven by her desire to set a positive example of work-life balance for her children, Patrice finds motivation in building strong relationships with her clients and colleagues alike. She takes pride in fostering growth and progress within her team, striving for continuous improvement year after year.

Jamie Tong-Chow, Shareholder
Jamie Tong-Chow has accumulated over 22 years of experience in audit readiness and advisory services to closely-held business and employee benefit plans in the manufacturing, distribution, and professional services sectors. Jamie is a CPA who completed her BSA at Suffolk University. She is an active member of prestigious organizations such as the American Institute of CPAs (AICPA) and the Massachusetts Society of CPAs (MassCPAs). Jamie’s dedication extends beyond her client responsibilities as she actively participates in various important initiatives within the firm. She is involved in college recruiting, training, mentoring, and strategic planning. Additionally, she holds significant roles as the co-chair of the DEI (Diversity, Equity, and Inclusion) committee and the ERISA committee at the MassCPAs. Jamie also contributes as a committee member of the Women in Accounting committee at the MassCPAs, demonstrating her commitment to professional growth and industry development.

Please join us in congratulating Jessica Clancy, Patrice Goodwin, and Jamie Tong-Chow on their well-deserved promotions. We look forward to their continued contributions to the success and growth of our firm.