About Us

Ashley & Mike began their careers at Caturano & Company in 2005, one of Boston’s most prestigious regional accounting firms.  Working with some of the most influential leaders in the industry, they gained extensive technical experience, utilized software and technology that pioneered the industry, and developed an innovative approach to client service in the practice of public accounting. 

Throughout their careers, Mike and Ashley have remained committed to providing the same high level of professional service and currently set this standard with their own practice by investing in the software and technology pioneering the industry today. As a result of this, their vast experience, and their mindset of being on the same page with their clients, Mike and Ashley are able to provide big firm capabilities with local firm personal service.   

Ashley Ulshoeffer, CPA, MSA

Ashley acquired the understanding and expertise to handle a multitude of complex tax and accounting research projects during her time in regional and local public accounting firms.  That experience and drive to interpret the tax code and generally accepted accounting principles (GAAP) codification provided her with the ability to provide closely-held businesses and their families clear and thorough reviewed financial statements and related tax compliance.  Whether reporting effectively connected income of foreign corporations, accounting and reporting for employee stock option plan (ESOP) owned businesses, complex trust and gift tax returns, or the simplest of returns, she’s excited and eager to help.  Ashley diligently monitors changes in GAAP and tax codes to insure that she and her clients are up-to-date with the most recent changes and practices in the field.

Education

Bachelors in Accounting, University of Massachusetts, Amherst, Isenberg School of Management

Masters of Science in Accounting, University of Massachusetts, Amherst, Isenberg School of Management

Professional Affiliations

American Institute of Certified Public Accountants
Massachusetts Society of Certified Public Accountants

Mike Ulshoeffer, CPA, MST

Mike brings with him extensive experience from both national and regional public accounting firms, providing a full range of tax, accounting and business advisory services to a diversified client base of closely-held businesses and their entrepreneurial owners.  Always current on the ever-evolving and rapidly changing tax environment, Mike continually communicates with his clients to help identify planning opportunities and tax-saving strategies. Mike offers his clients a wide range of experience on strategic formation and structuring, due diligence with respect to mergers and acquisitions, and a multitude of federal and state tax compliance issues. His depth of experience with complex individual and pass-through entity tax-related matters roots back to the beginning of his career when he worked with some of the most highly respected professionals servicing the Boston market, relationships which he values and maintains today.

Education

Bachelors in Accounting, Saint Michael’s College
Masters of Science in Taxation, Bentley University 

Professional Affiliations

American Institute of Certified Public Accountants
Massachusetts Society of Certified Public Accountants

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