Our mission is to provide our wide range of clients - from individuals to businesses - the peace of mind that comes from working with a trusted advisor and faithful steward. Using our team’s tax-planning backgrounds and investment management acumen we concentrate on developing innovative, prudent financial guidance and wealth planning solutions for every client’s unique financial situation and objectives. By offering sophisticated tax planning strategies complimented with sound investment planning, our clients are able to maximize the effectiveness and benefits of their overall financial management plan.
At Mark W. Nichols, CPA, PC, we take great pride in providing our clients comprehensive, prudent, and expert tax and accounting guidance and planning based on thorough research and sound analysis. We recognize and embrace the notion that our firm’s long-term success is only possible if we are fully committed to helping our clients succeed.
The Founder - Mark W. Nichols
Mark is a licensed independent financial advisor and CPA who has an extensive work and educational background. He has more than twelve years managing Mark W. Nichols, CPA, PC, a public accounting firm, and over eight years of combined experience in accounting/auditing and taxation with PricewaterhouseCoopers, LLP, the largest accounting firm in the US. He was also a member of the adjunct faculty at Lesley University’s School of Management in Cambridge, where he taught graduate students finance and accounting.
Mark completed the FINRA Series 6, 63, 65 and 66 exams as well as the Massachusetts state Life, Accident and Health exam. In addition, he holds a Masters of Science in Taxation degree, with Distinction (1998) and a Masters in Business Administration degree (1992), both from Bentley University. Furthermore, Mark was appointed to Chairman of the Federal Taxation Committee at the Massachusetts Society of Certified Public Accountants (MSCPA) in May 2012. This committee is charged with developing competence and disseminating quality information to members in the area of federal taxation and cooperating with other organizations, including the IRS, in exchanging ideas and making recommendations for improving the taxing process in the public interest. Mark is also a member of the American Institute of Certified Public Accountants (AICPA).
In addition to his professional experience, he also has a strong commitment to teaching and community service. He was appointed to and served on the Finance Committee for the Town of North Andover for four years. This committee was charged with evaluating every article in the Town Warrant that had a financial component and developing a recommendation to be considered at Town Meeting. While at PricewaterhouseCoopers, LLP, he was continuously sought after to teach national training courses. In June 1999, he was appointed to the TLS (Tax Line of Service) Learning Board, which was charged with developing the tax training strategy for the America’s theatre. In July 1999, he was appointed to the MMAS (Middle Market Advisory Service) Learning Committee, which was charged with providing guidance on the national training strategy of the MMAS group.
Mark is a strong believer in family and approaches both his professional and personal lives with equal enthusiasm. He and his wife are the proud parents of three beautiful children, and spend many busy weekends attending soccer games, skiing, and taking trips to Lake Winnipesaukee.
CREDENTIALS: Mark W. Nichols, CPA, MST, MBA
Mark has just been appointed by the Pike School, Inc in Andover, MA to serve on its Board of Trustees for a four-year term beginning in July 2014. The responsibility of the Board of Trustees of is to be aware, to the fullest extent possible, of all matters that pertain to the philosophy and goals of The Pike School and to assure that decisions of the Board conform to these stated objectives.
Mark was recently appointed by the Massachusett Society of Certifed Public Accountants to serve on its Board of Directors for the 2014-2015 fiscal year. He was sworn in at the MSCPA's annual Meeting and Recogniziton Reception in May 2014.
Mark also contiues to serve on The Finance Committee of The Pike School in Andover, MA, which he was appointed to in 2013.
Mark W Nichols, CPA, PC • 10 New England Business Center Drive, Suite 102 • Andover, MA 01810 • Phone: 978.984.5425 • E-Mail: firstname.lastname@example.org. | Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC and Registered Investment Adviser. | Landmark Financial Services Group, LLC is not an affiliated entity with Woodbury Financial Services, Inc. | Mark W. Nichols,CPA, PC is not affiliated with, nor endorsed by, Woodbury Financial Services, Inc. | Investment professionals on this site are currently registered to conduct securities business in Massachusetts, New Hampshire, and Florida.