Joseph J. Cahill | President, CLU, ChFC
Joseph J. Cahill is a Founder and President of Joseph Cahill & Associates / WorthTax. He has over 25 years experience in Public Accounting, Financial Management and Insurance. He is a member of the National Society of Tax Professionals and the National Society of Accountants. Mr. Cahill is a Notary Public for the Commonwealth of Massachusetts, a Chartered Financial Consultant (ChFC, 1998) and a Chartered Life Underwriter (CLU, 1997). He holds a Bachelor’s Degree from Suffolk University (1986) and has his FINRA Series 7 (General Securities Representative) and FINRA Series 24 (General Securities Principal) registrations.
Mr. Cahill is also a Partner of WorthPartners, Commonwealth Financial Network, a leading Financial Planning firm in the Boston area, based out of the same office as WorthTax. Joe has been serving individuals and families with their financial planning needs since 1991.
Thomas J. Holmes | JD
Thomas Holmes is the Chief Tax Specialist, Co-Founder, and Partner at Joseph Cahill & Associates / WorthTax. He earned his Bachelor of Arts Degree at Boston College and his Juris Doctor at Suffolk University Law School. Tom has been involved in tax preparation for over 30 years. He is the primary instructor for our annual tax school through which we train our new tax preparers each year. Tom also conducts the annual tax update seminar as well as other advanced seminars for our more experienced preparers.
In addition to his involvement with WorthTax, Tom is a practicing attorney and owner of the Law Offices of Thomas J. Holmes. Tom concentrates in the areas of estate planning, probate and elder law and has over 30 years experience.
Due to the fact that lawyers are not permitted to partner with non-lawyers, Tom does not perform his duties with WorthTax in his capacity as an attorney. The Law Offices of Thomas J. Holmes may be hired separately for matters that require legal representation.
Tom is married with four children and seven grandchildren.
Alex Franch | BS EA
Mr. Franch is a Tax Specialist and Partner at Joseph Cahill & Associates / WorthTax. He has a diverse background including a Bachelor of Science from Boston College in Mathematics and extensive military service. Mr. Franch is an Enrolled Agent and has eight years of tax preparation experience. He has been serving individuals, families, and businesses for several years with tax and financial planning strategies and is a junior partner with the firm.
Mr. Franch is licensed by the Financial Industry Regulatory Authority (FINRA) with a Series 6, 63, 65, and 7, and by the Commonwealth of Massachusetts Division of Insurance.
Winnie Lee | BS
Ms. Lee is the company’s Chief Operations Manager and Comptroller, performing all accounting, payment reconciliation, and billing issues. She has worked for Joseph Cahill & Associates / WorthTax for eight years.
Winnie graduated from the University of Massachusetts with a Bachelor of Science in Management Information Systems. Ms. Lee is also licensed by the Financial Industry Regulatory Authority (FINRA) with a Series 7.
Kimberlee Fricker | BS
Mrs. Fricker has worked with Joseph Cahill & Associates / WorthTax for several years and has experience since 2008 in the financial industry.
As the Director of Client Services, she manages client relationships, including email, phone, and in-person communication. During tax season, she also provides guaranteed price quotes and e-files over 1,000 tax returns.
Mrs. Fricker has a bachelor’s degree from Pfeiffer University. Mrs. Fricker is also licensed by the Financial Industry Regulatory Authority (FINRA) with a Series 7, 66 and 99.
Experienced Tax Preparers
Connie French | AS
Ms. French has over 15 years experience in tax preparation and bookkeeping, including her years at Joseph Cahill & Associates / WorthTax. Connie graduated from Bunker Hill Community College with a degree in Accounting. She is a registered tax preparer.
John Clapp | EA, RTRP
Mr. Clapp recently joined the tax team at Joseph Cahill & Associates / WorthTax, and has experience since 2010 of tax preparation experience. Previously, he had a 30+ year career working in and managing statistical programs for the federal government.
John graduated from Worcester State College with a degree in economics, and is a registered tax preparer and an Enrolled Agent.
Priscilla Ho | BS
Ms. Ho has over 10 years experience in accounting, tax preparation, and bookkeeping, including her years at Joseph Cahill & Associates / WorthTax.
Priscilla graduated from UMass Boston with a degree in Accounting. She is a registered tax preparer.
Collin Mullinix | RTRP
Mr. Mullinix has over 4 years experience in tax preparation, including his years at Joseph Cahill & Associates / WorthTax.
*Securities and advisory services offered through Commonwealth Financial Network® broker dealer,FINRA/SIPC a registered investment advisor.