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James Usseglio, CPA, PFS, MST, CFP

Principal

Jim’s practice is focused on middle-market, closely-held companies, with particular emphasis on complex partnership income and New Hampshire tax matters. He is currently a member of the AICPA Partnership Tax Technical Resource Panel and a frequent author and presenter of taxation topics. Jim previously served on a special commission charged with studying New Hampshire business taxes having been appointed by Governors Lynch and Hassan and is a former adjunct faculty member.

Jim earned a bachelor’s degree in accounting, magna cum laude, from Northeastern University and a master’s degree in taxation, with distinction, and a Certificate in Advanced Studies in Taxation from Bentley University. He also holds the Personal Financial Specialist designation and is a Certified Financial Planner.

Business Activities

  • Member, American Institute of Certified Public Accountants
  • Member, Partnership Taxation Technical Resource Panel, American Institute of Certified Public Accountants
  • Member, Past Board Member, & Past Chair of Tax and Legislation Committee, New Hampshire Society of Certified Public Accountants
  • Member, Greater Manchester Chamber of Commerce Government Affairs Committee
  • Graduate, Leadership Greater Manchester Class of 2013

Volunteer/Service Activities

  • Past Executive Board Member, Boy Scouts of America, Daniel Webster Council

Hobbies/ Other

Jim enjoys the outdoors and playing tennis. He is married and resides in Hollis, New Hampshire.

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