William Mortimer Email & Phone Number

I have been involved in almost every aspect of our firm. I am responsible for managing many of the firm’s employee benefit plan audits, our largest not-for-profit audits, and a broad array of reporting, attest, and tax engagements among our closely-held business clients. My responsibilities with our employee benefit plan clients include managing the firm’s engagement staff, maintaining the lead as the primary client liaison, ensuring deadlines are met, and assimilating any new or amended accounting and audit standards, DOL changes and tax regulations.I also take a leading role bringing new information technologies into the firm and working with the professional and administrative staff on productivity, quality standards, and the client response process. In addition to my work with benefit plan and non-profit audits, Bill's audit and tax practices include clients in real estate management, construction, retail trade, manufacturing,car dealerships, educational institutions and wholesaling. I am a member of the American Institute of Certified Public Accountants and the Massachusetts Society of Certified Public Accountants. I also serve as a volunteer to The Hole in the Wall Gang Camp, a summer camp for children and their families with serious and life threatening illnesses.Specialties: Corporate and Individual Tax Preparation Corporate and Individual Tax ConsultingFinancial Statement PreparationAudit

Listed skills include Construction Industry, Employee Benefit Plan Audits, Auto Dealership, Small Business Consulting, and 19 others.

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  Merrimack College

  Business, Accounting