Lillian Gonzalez

About Lillian Gonzalez

Lillian Gonzalez is a CPA with a Master in Taxation. In addition she has received certificates of Educational Achievement in both Governmental Accounting and has received her Certificate in Education Achievement (CEA) for both Personal Financing Planning and Governmental Accounting and Auditing and has become a certified specialist in estate and retirement planning. Lillian Gonzalez also holds the ADPA designation which represents specialty in the area of wealth transfers, federal taxation, retirement planning, and planning for financial and medical end-of-life needs for domestic partners. Lillian is a recipient of the MSCPA’s “2010 Women to Watch Award” in recognition of her contributions to the community and for demonstrating leadership characteristics within the accounting profession. Past and current community services: WGBH Community Advisory Board Wheelock Family Theater Advisory Board Boston Foundation Advisory Board Treasurer at La Alianza Hispana Treasurer at Arlington Street Church Lillian has published for the CPA Review, has interviewed on NPR and has been quoted in USA Today and the Boston Globe because of tax issues arising due to gay marriage. Lillian is bilingual in English and Spanish and is a well-respected leader in the Latino community as well as in the accounting community. Specialties: Audits, Reviews and Compilations Single Audits Yellow Book Audits Form 990 Preparation Multistate taxation, individual and corporate (Profit and Non-profit) Tax preparation with specialized knowledge in same gender and non married couples Estate and Trust Taxation and Planning Tax, Financial and Retirement Planning IRS representation

Experience

1. Principal

   Gonzalez & Associates, P.C

   Jan 1983 — Present · Stoughton, MA

   Gonzalez and Associates, P.C. provides services in the accounting, audit and tax areas including corporate, partnership, trust, estate, and individual tax preparation, financial and retirement planning, audit, reviews and compilations of non public and non profit entities. We have extensive experience in the area of planning issues for same gender married couples and unmarried couples. In addition to providing you with a profile of our firm and the services we provide, this website has been designed to become a helpful resource tool to you, our valued clients and visitors. Our dedication to superior client service has brought us to the Internet as we endeavor to continue to provide the highest quality professional service and guidance.

Education

• Brandeis University

  BA, Sociology

  1974 — 1978

• Spence School

  High School

  1971 — 1974

• Bentley University

  MST, Taxation

  1988 — 1992

Skills

• Accounting
• Fundraising
• Small Business
• Community Outreach
• Leadership
• Public Speaking
• Irs
• Multi-State Sales Tax
• Auditing
• Tax
• Cpa
• Retirement Planning
• Estate Planning
• Nonprofits
• Strategic Planning
• Single Audit
• Tax Preparation
• Financial Advisory
• Non-Profits
• Finance