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, 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.