Heidi MacLean
Shareholder
EXPERTISE
Family office
Business advisory
High net worth advising
Closely held small businesses
Heidi is an Executive Tax Shareholder with over 40 years of experience specializing in tax planning and consulting for high net worth individuals, family owned businesses, nonprofits, trusts and estates. She has her Certified Financial Planning license as well as Certified Public Accounting licenses in Massachusetts and New Hampshire. She has a BS degree in Business Administration from the University of Southern Maine, a Masters degree in Accounting and a Masters degree in Taxation, both from Bentley University. Heidi is a member of the AICPA, NHSCPA, and MassCPAs.
Get to know Heidi MacLean
Beyond her professional achievements, Heidi finds joy in giving back to her community. She dedicates her time to volunteer work at Treasurer-Conservation through Poverty Alleviation International, Inc., church outreach activities, Catie's Closet events, and other organizations close to her heart. Heidi's motivation stems from her passion for making people's lives easier and better.