Brad Carlson’s mastery of complex federal and state tax laws serves clients of all sizes and types, including closely held businesses and individual clients. As a partner in Gray, Gray & Gray’s Tax Department, Brad is responsible for both looking back and looking ahead with regard to tax compliance and planning. He scrutinizes the past to make sure clients are in compliance with tax laws and regulations, and are current on all tax filings. He looks forward to develop effective tax strategies to help minimize the future tax burden on clients. In addition, an important part of Brad’s role is to advise clients on the tax implications of financial decisions.
Prior to being elected a partner in 2015, Brad served as Director of Tax Services at Gray, Gray & Gray, leading an experienced and talented staff. His specialties include tax provision reviews, federal and multi-state corporate and pass-through tax planning, international tax planning, merger and acquisition consulting, and representing clients in federal and state tax audits. He is also adept at monitoring legislative and regulatory tax developments as well as communicating these changes to staff and clients. In addition, Brad serves as a key member of the firm’s Mergers & Acquisitions Practice Group
Brad joined Gray, Gray & Gray in 2011 after serving as Director of Tax Services for national accounting firm RSM McGladrey for 12 years. Brad’s prior experience includes tax positions with national firms Deloitte & Touche and PricewaterhouseCoopers, as well as several years at Fortune 100 companies.
A graduate of Bentley University, Brad is a member of the Massachusetts Society of Certified Public Accountants (MSCPA), American Institute of Certified Public Accountants (AICPA), and MSCPA Real Estate Committee.