Business Details
36 Years
experience
Trusted Accounting and Business Consulting Services in Braintree
Founded in 1990, Leonard Mulherin & Greene, P.C. (LMG) is a regional full-service accounting, tax, and business consulting firm. Our mission is to provide exceptional service to clients through a philosophy of quality over quantity, delivering creative and practical solutions that exceed expectations. We combine technical expertise with dedication, offering interdisciplinary perspectives through our team of CPAs and attorneys. Our independence allows us to maintain a personalized approach, fostering long-term client relationships and continuity in service delivery. We specialize in serving closely held businesses, high net worth individuals, and not-for-profit organizations, addressing complex financial and tax challenges with proactive strategies.Our commitment to professional development ensures our team remains at the forefront of evolving regulatory landscapes. We leverage our association with the BDO Alliance USA to enhance service depth and technical knowledge while maintaining local accessibility. Our peer-reviewed quality control processes and affiliations with professional organizations underscore our dedication to excellence. We prioritize client advocacy, with principals remaining directly accessible year-round to ensure tailored solutions. Our track record of growth reflects our ability to adapt to client needs while preserving our core values of integrity and loyalty.
Services
Audit & Assurance
Tax Services
Business Consulting
Employee Benefit Plans
Other Advisory
Accounting
Details
- Year established: 1990
Highlights and features
- We offer 30+ years of experience in accounting and business consulting
- Our team includes both CPAs and attorneys for interdisciplinary expertise
- We maintain personalized service through our independent firm structure
- Our quality control processes are peer-reviewed by professional standards
- We leverage BDO Alliance USA resources for expanded technical capabilities
Associations and certifications
- BDO Alliance USA
- AICPA
- MSCPA
Services
Audit & Assurance
Our audit and assurance services provide comprehensive financial statement evaluations for closely held businesses and nonprofits. We ensure compliance with Government Auditing Standards and Uniform Guidance while delivering actionable insights to improve financial transparency. Our team combines technical expertise with industry-specific knowledge to address regulatory complexities.
Tax Services
We offer strategic tax planning and compliance solutions for businesses and high net worth individuals. Our services include entity structuring, tax law interpretation, and representation before tax authorities. Our CPA and attorney team addresses complex cross-border and domestic tax challenges with practical solutions.
Business Consulting
Our business consulting services focus on strategic growth, mergers and acquisitions, and operational efficiency. We provide tailored advice on financial structuring, executive compensation, and regulatory compliance. Our interdisciplinary approach combines accounting and legal expertise for holistic business solutions.
Employee Benefit Plans
We specialize in ERISA compliance, retirement plan audits, and fiduciary guidance. Our services ensure adherence to DOL regulations while optimizing plan structures for employers. We provide comprehensive support for plan design, tax implications, and reporting requirements.
Other Advisory
Our specialty services include forensic accounting, business valuations, and nonprofit governance consulting. We address unique client needs through litigation support, peer review quality control, and customized training programs. These services extend our core offerings to solve complex financial challenges.
People
Paul A. Leonard
CPA, Esquire
Founding partner with expertise in accounting, tax, and law. Advises businesses on mergers, acquisitions, and strategic planning. Lectures on tax matters and represents clients before federal and state tax authorities.
Joseph P. Greene
CPA, Esquire
Specializes in tax planning and business consulting for real estate and construction firms. Former KPMG professional with extensive experience in organizational structure and nonprofit audits.
John G. Madden
CPA, Esquire
Advises on business structure, tax compliance, and nonprofit governance. Experienced in ERISA regulations and government financial reporting requirements. Serves on local conservation and education committees.
Lisa M. Frisoli
CPA
Leads the tax group with expertise in business and individual tax strategies. Represents clients before the IRS and specializes in family-controlled business taxation and compliance.
Michelle J. Amaral
CPA, CFE
Certified Fraud Examiner with focus on nonprofit audits and employee benefit plans. Combines public accounting experience with private sector finance and internal audit expertise.
Questions
What industries does Leonard, Mulherin & Greene specialize in?
We primarily serve closely held businesses, high net worth individuals, and not-for-profit organizations across industries including real estate, construction, and professional services.
How does your firm's CPA and attorney combination benefit clients?
Our dual expertise allows us to address complex business issues from both financial and legal perspectives, providing comprehensive solutions for tax planning, mergers, and regulatory compliance.
What is your experience with nonprofit organizations?
We have extensive experience auditing and consulting for nonprofits, including independent schools and private foundations, addressing compliance, governance, and tax-exempt requirements.
How does the BDO Alliance USA affiliation enhance your services?
The alliance provides access to national resources, technical specialists, and industry-specific expertise while maintaining our local, personalized service approach.
Can you assist with employee benefit plan compliance?
Yes, we offer specialized services for retirement plan compliance, including ERISA regulations, fiduciary guidance, and Department of Labor reporting requirements.
Reviews (1)
D. John Rice
Feb 24, 2019
Report
I am tax counsel at a large municipality. Someone at this firm incorrectly completed a return for their client and submitted to us. Rather than just slap on some penalties, I am trying to make contact with the firm so that they can rectify the situation. I can't. There are no direct lines listed for any of the principals. There is a general office number listed at the bottom of the front page. It just goes to a voicemail where you need to know the extension. There is no operator or secretary. Also, there are no emails for any live person at the firm. Just a general "info@" address. Who knows where that goes. I am just trying to help.
