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Sue Porter

Sue Porter

Tax Senior Manager

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Sue has extensive tax experience in public accounting, comprised of both Big Four and regional firms. She has worked with high net worth family groups, closely-held businesses, and real estate entities.

Sue also has experience with acquisitions and sales of businesses, as well as changes in accounting methods. She has implemented internal tax policies and tax saving strategies.

“I enjoy the challenges of identifying and solving problems and listening to the needs of the clients. This gives great meaning to my work”


  • Bentley University, MS (Taxation)
  • University of Massachusetts (Lowell), BS (Accounting)


  • Certified Public Accountant (CPA)
  • Certified Financial Planner (CFP®)

Professional Affiliations

  • American Institute of Certified Public Accountants (AICPA)
  • Massachusetts Society of Certified Public Accountants (MSCPA)

Community Involvement

  • Treasurer Provincial Heights Neighborhood Association (non- profit), past President