The ARCHAMBAULT & ASSOCIATES Team
After many years spent working at prestigious Boston firms where she gained valuable tax experience, Susan Archambault saw a need for a new type of accounting firm: one that combined the services of a family trust office and tax services model of quality expertise without losing sight of a client’s individuality. In December 1990, Susan filled that void in the accounting industry by founding ARCHAMBAULT & ASSOCIATES, a boutique accounting firm that combines the quality and sophistication of a large firm with the personality and price of a small practice. Decades later, ARCHAMBAULT & ASSOCIATES’ team of experienced professionals continues to embrace the core philosophy of service and to build long-term relationships with clients.
We invite you to get to know the members of our team better.
OUR PROFESSIONAL TEAM
Susan E. Archambault, MST, EA
Principal, Managing Director
Susan maintains her professional education on a continuous basis in a diverse array of topics. Susan’s commitment to learning coupled with thirty-five years of practical insight provides Susan’s foundation for client advice. In addition to working with our internal team of professionals on the details of our clients’ needs and planning considerations, Susan collaborates with a network of accountants and attorneys from Boston and the surrounding communities who specialize in the fields of taxation and planning. While she works in conjunction with our clients’ existing teams of attorneys, trust officers and financial advisors, she will assist clients build an appropriate team.
Susan believes that planning decisions evolve with an individual’s changing life circumstances and enjoys working with her clients and families to implement the action items developed by our firm, and / or collaboratively with other professionals serving the client. Susan will advise both family Trustees and / or Professional Trustees / Personal Representatives in their fiduciary duties of tax, accounting, and administration support matters.
Susan resides in Wakefield, Massachusetts with her husband, Rick, and has three grown children, Kristin, Lauren and Scott. Susan serves her parish community in Wakefield, is active in the Jimmy Fund Fantasy Day Event at Fenway Park as a tradition and supports Aspbergers Association of New England for the advocacy of children / adults on the autism spectrum. In her free time, Susan’s passion is spending time with and supporting her family. They all enjoy the outdoors, cross fit training, swimming, boating, and skiing. She also enjoys music, cooking and cheering on the Boston sports teams with family and friends.
* MST, Masters Degree in Taxation with high distinction, Bentley University
* Recognized by Beta Gamma Sigma for National Business School Honors
* Enrolled to Practice before Internal Revenue Service
* BS with Honors, Plymouth State University
To contact Susan, email firstname.lastname@example.org.
Brian T. Shoer, CPA, MSA
Tax Manager / Tax Operations
Brian is a Manager of Tax Operations where he works closely with Susan Archambault and clients as a trusted advisor providing tax planning tools and strategies to families, business owners, and private clients. This advising is fluent with our clients changing circumstances.
He is a Certified Public Accountant whose unique combination of over thirty years in public accounting, along with real-world experience in the private sector, enable him to understand all facets of a client’s needs.
Brian resides in Marblehead, Massachusetts with his wife, Diane and their son. In his free time, Brian enjoys golf and skiing.
* Certified Public Accountant (CPA)
* Master of Science in Accounting (MSA), University of Southern NH
* Graduate of Boston University
* QuickBooks Certified Pro-advisor
To contact Brian, email email@example.com.
Lisa A. Colbert, CPA, MST
Lisa provides the foundation of our client work with her twenty-eight years of experience specializing in taxation. Lisa’s significant tax and accounting experience within the firm’s specialty is invaluable as she works closely with Susan Archambault and the firm’s Individual, Fiduciary and Estate / Gift Tax clientele on planning and compliance matters.
Lisa has a unique focus for details and deadlines in our very deadline-driven field, where information is constantly flowing. Lisa provides the detail tax review for a large group of our clients and is involved with tax preparation and planning for the complex engagements. Lisa works a part-time schedule to maintain the balance between business and her family.
Lisa was awarded the “Certificate of Excellence” for exceptional tax workpapers, work product and commitment to our client mission.
Lisa resides in Byfield, Massachusetts with her husband, Peter and their two children.
* Certified Public Accountant
* MST, Masters Degree in Taxation, Bentley University
* BS with Honors, Suffolk University
To contact Lisa, email firstname.lastname@example.org.
Kristi Feng, CPA, MSA
Kristi supports our tax team and clients with the preparation of Personal and Fiduciary tax returns as well as our Probate and Annual Fiduciary Accounts for our Personal Representatives and Trustees. The Fiduciary Accounts in turn support our Trust and Estate Administration and tax planning work.
Kristi resides in Wakefield, Massachusetts. She is an active member of the Wakefield Baptist Church as a member of the vocal and handbell choirs as well as other things. Kristi enjoys walking, Sudoku puzzles and spending time with family and friends.
* Certified Public Accountant (CPA)
* Master of Science in Accounting (MSA)
To contact Kristi, email email@example.com.
OUR ADMINISTRATIVE EXECUTIVE SUPPORT TEAM
Amy M. Beaudoin
Executive Assistant; Calendar Management, Client Support Services
As Executive Assistant to Susan Archambault, Amy attends to all daily work, client correspondence, billing, tax and accounting packages. Amy manages Susan’s client calendar, our staff calendar, new client relationship controls and onboarding of new engagements. She also maintains our office docket for client trace items, new and completed matters, client preferences, contact information, and maintains our fiduciary accounting client controls.
Amy has many years of experience supporting busy attorneys with their calendar management and client services.
Amy resides in Wakefield, Massachusetts with her husband, Kenny, and their three sons. In her free time, Amy enjoys cross-stitching, flower gardening, and antique shopping to add to her extensive tea cup and tea pot collection.
To contact Amy, email firstname.lastname@example.org.
Rachel L. Miele
Executive Assistant; Tax Administration, Office Operations, Client Support Services
Rachel provides the administrative support for all client engagements. This includes daily work flow with a focus on our tax and office operations calendars. Rachel is responsible for support and controls of our E-File process, the quarterly estimated tax payment process, client onboarding and maintenance, client portals, all tax controls, and professional action items.
Rachel assists the professional team with para professional functions to provide billing efficiencies including preliminary client work, coordinating with our client financial and law firms for tax and financial information, tax payment requests and payments, filing elections, preparation and filing of Tax Powers of Attorney, and fiduciary administration matters.
Rachel has several years of experience in providing administrative support to senior corporate executives.
Rachel resides in Woburn, Massachusetts. In her free time, Rachel enjoys music and cooking.
To contact Rachel, email email@example.com.
Laurie A. Warren
Accounts Payable / Receivables Administrator; Back Office Operations, Special Projects
Laurie is responsible for back office operations including Accounts Payable, Accounts Receivables, LLC operations, and daily work overflow as needed. Laurie has worn may hats over the years and provides support in all office functions as needed. This includes client billing services and controls as well as the documentation needed for our tax preparation work.
In 2014, Laurie was awarded the “Certificate of Excellence” for outstanding dedication, exceptional work product and commitment to the quality of client services.
Laurie resides in West Peabody, Massachusetts with her husband, Russell; she has two grown children, Molly and Rebecca. Laurie enjoys challenging herself through running obstacle course races and hiking the mountains of New Hampshire. She also enjoys the adventures of kayaking, zip lining and paddle boarding with her family.
To contact Laurie, email firstname.lastname@example.org.
ARCHAMBAULT & ASSOCIATES is a sole proprietorship entity owned and operated by Susan E. Archambault.