PFS 360- Chris Gauthier CPA, CFP®, CDFA®
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- William O.
We came to Chris with a financial mess. Chris helped us organize priorities and got us running at our full potential rapidly. He is a wealth of knowledge and presents solutions in a clear and concise manner! Chris has earned our continued businessJan 20, 2021
- Barbara A.
I used to go to HR Block for my taxes and they made some serious mistakes for 3 straight years. Chris at PFS 360 helped me get everything corrected with the IRS and RI. Not only did he fix it, he got me money back. I am so glad that I am working with Chris now. He is professional, prompt and a great value. Most importantly, he is fun to work with and truly cares about his clients.Jan 3, 2021
- Chris T.
Chris is professional, excellent communicator, and does an excellent job with my financial portfolio. I recommend him to all my family and friends.Jan 5, 2021
- Karen B.
It is not often one gets a chance to thank someone for getting them out of a financial mess without incurring additional debt. Chris at PFS 360 did more than this. He gave me peace of mind and put me on the path to a stress free financial future. He helped me through a divorce taxation nightmare that I knew nothing about. It is when one is most vulnerable, that one can be the most appreciative. Thank you, Chris.Dec 30, 2020
- Cassie M.
PFS 360 has been a pleasure to work with. I have never had a better understanding of my financial situation as I do now after working with Chris. The combination of his being a CPA and financial planner provides a unique service that encompasses all of my family’s financial needs. I recommend PFS 360 to anyone who wants to reduce their anxiety around finances. A+++Dec 29, 2020
License Type: Investment Adviser Representative (MA)
License Type: CPA – Certified Public Accountant (MA)
- What should the customer know about your pricing (e.g., discounts, fees)?So many times I start working with a new client and find errors in their prior year returns, prepared by another preparer, that directly costs clients more money in taxes. This is why it is important to use a CPA who is an expert in taxation. Although our fees may be a higher than other preparers, history has shown that we are able to save our clients money in taxes via our proactive tax services and thoroughness to ensure your tax burden is minimized. Discounts off of the quoted fee are available depending on the complexity of your return. Our full fee schedule is on our website.
- What is your typical process for working with a new customer?The initial process would be an initial consultation, we review prior year returns, provide you with an engagement letter, and set up a secure portal for us to share documents. Once you receive your tax documents, you would then upload them to the secure portal and we would get to work. We discuss the outcome of the tax return with our clients upon completion so you understand the results and are aware of opportunities to reduce taxes in the future.
- What education and/or training do you have that relates to your work?I am a Certified Public Accountant and Certified Financial Planner™. I also have other certifications that tie into specific situations for my clients, specifically who are divorcing, or who want to understand how their investments affect their taxes. I pride myself in providing proactive services and build my processes around a 360 degree approach to ensure my clients understand their financial picture.