Koreen A. Santos

CPA, CSEP, Partner

About Koreen

Koreen Santos

Koreen provides accounting, tax, consulting, estate and retirement planning to individuals and businesses of varying sizes and industries. She has over 25 years of experience as a CPA, providing a hands-on approach to all of her clients.

Koreen’s passion is connecting with clients and the community. When it comes to financial and tax issues, her strength is taking complex information and translating it into ideas that are accessible to clients and groups throughout the community.

She manages complex client relationships and serves as an effective intermediary between clients and their legal, financial and investment advisors. Koreen works closely with several generational family trusts and estates. Her efficiency and communication skills allow her to manage the broad needs of the clients she serves.

Education & Certifications

  • Stonehill College – Bachelor of Science in Business Administration
  • Certified Public Accountant (CPA), licensed in Massachusetts 
  • Certified Specialist in Estate Planning (CSEP)

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