About James P. Moriarty, CPA

At James P. Moriarty, CPA, we specialize in helping individuals navigate the complexities of tax planning and preparation with confidence. We understand that taxes aren’t just numbers—they’re part of your life story. Our goal is to make your financial life simpler, more strategic, and stress-free.

Tax preparation comes with strict deadlines, and missing them can lead to unnecessary stress and penalties. Tax planning, on the other hand, is something most people intend to do—but often put off until it’s too late to make a real impact. That’s where we come in: proactive strategies that help you stay ahead, not just compliant.

While individual taxes are at the heart of what we do, we also provide expert guidance for small businesses—because we know your personal and business finances often go hand in hand. Whether you’re planning for today or building for the future, we’re here to help every step of the way.

Ready to get started? Call us today at 781-569-5177 or fill out our online form for a free consultation.

Jay Moriarty, CPA, CLU, ChFC, CASL

Jay Moriarty, CPA, CLU, ChFC, CASL, is the founder of the firm and a trusted advisor dedicated to helping individuals take control of their financial future through proactive tax planning. With 30 years of experience, Jay focuses on strategies that go beyond tax preparation—helping clients minimize liabilities, plan ahead, and make informed decisions that support both short-term and long-term goals.

A lifelong resident of Greater Boston and a Boston College graduate, Jay began his career in public accounting at two leading CPA firms. For over two decades, he has also advised individuals and business owners at a Fortune 100 financial services firm, providing guidance on college, retirement, estate, and protection planning.

Jay’s expertise spans IRA and retirement planning, multi-generational tax strategies, estate planning, and business continuity planning. His approach is simple: listen, understand, and deliver solutions that help clients stay ahead—not just compliant.

Hanna Lutz - Tax Manager

Hanna is the Tax Manager at James P. Moriarty, CPA with 17 years of experience in individual tax preparation and management. She oversees the preparation, review, and delivery of client tax returns and works closely with clients to ensure a smooth and stress-free experience. Hanna’s goal is to make every client feel supported and comfortable throughout the tax process. She believes in treating each client with the same level of care she would offer a close friend or family member, and she encourages questions and open communication at every step. Accurate work, clarity, and approachability are at the center of her client service philosophy. With a bachelor’s degree in human resource management, Hanna blends strong technical skill with experience and interpersonal understanding. Outside the office, she owns an ice cream shop and enjoys spending time with her husband, three boys, dog, and two cats. She loves getting outdoors and hiking whenever she can.

Katelyn Stephens - Client Service Associate

Katelyn brings a strong background in customer service and team coordination to her role at James P. Moriarty, CPA. With several years of experience in fast-paced, client-facing environments, she has a natural ability to make people feel welcome and supported. As part of our client service & operations teams, Katelyn is often one of the first voices clients hear and plays an important role in keeping things running smoothly behind the scenes. She’s quickly adapted to her new role and continues to be a positive and reliable presence in the day-to-day flow of the office. Outside the office, Katelyn enjoys reading, listening to podcasts, and spending time with her dog, Cash.

Leandra Monteiro - Operations Manager

Leandra is the Operations Manager at James P. Moriarty, CPA. She facilitates the day-to-day tasks tailored to our team’s and client's needs. Leandra is a licensed service assistant and a notary public. With a commitment to efficiency and innovation, Leandra streamlines processes, keeping in mind the success and growth of our practice. In her free time, you can find her on the slopes with friends, or in the kitchen testing new recipes.

Andrew Hale, CPA, MBA - Tax Manager

Andrew Hale, CPA, MBA is a seasonal tax preparer and reviewer for James P. Moriarty CPA. Andrew has an undergraduate degree from The Isenberg School of Management at the University of Massachusetts - Amherst, an MBA from Salem State University, and a graduate certificate from Northeastern University in Forensic Accounting. He has over 23 years of experience in Public Accounting where he has focused on the preparation and reviewing of Individual and Corporate tax returns. He has worked for over 20 years at two different local firms before transitioning over to work with Jay for the past few years assisting in seasonal tax preparation and reviewing.