Mark Tacelli - CPA

Tax Director

Mark is a Tax Director with more than 20 years of experience specializing in trust and estate taxation and tax planning for high-net-worth individuals. He advises clients on complex tax matters, helping families, fiduciaries, and individuals navigate evolving tax regulations while developing strategies to preserve and transfer wealth efficiently.



Throughout his career, Mark has provided comprehensive tax compliance, estate and trust planning, and strategic advisory services tailored to each client's unique financial goals. His extensive experience includes working with complex trusts, estates, and closely held family wealth, ensuring clients receive thoughtful guidance through every stage of the tax planning process.

Known for his technical expertise, attention to detail, and client-focused approach, Mark is committed to delivering practical, proactive solutions that minimize tax exposure and support long-term financial success. As a trusted advisor, he combines deep knowledge of federal and state tax laws with personalized service, earning the confidence of high-net-worth individuals, families, and fiduciaries alike.

Education:

Bachelor of Science In Accounting, Bryant University

Certifications:

Certified Public Accountant

Outside of work…

Outside the office, I’m a sports enthusiast, a dedicated parent, and an avid fan of Rhode Island's beaches.