Print Friendly, PDF & Email

Jeff Ly

Operations Specialist
LinkedIn vcard

Jeff has been serving AAFCPAs’ clients since 2008. He has a deep understanding of high net worth products and services, the estate planning process and risk management.  He is passionate about helping clients understand how to evaluate their portfolio’s performance within the context of big picture financial goals. Jeff is committed to working closely with clients to develop personalized, goals-based financial plans that meet short and long-term personal financial goals, while controlling risks.

Jeff has extensive experience with the preparation and filing of personal, corporate and fiduciary tax returns.  He closely monitors the constant changes in Federal and state tax codes to ensure clients are not only in compliance with all relevant tax laws, but are also preserving cash and maximizing stockholder value with tax efficient financial planning and investment decisions.

Jeff earned a Bachelor of Science in Accounting and Finance from Worcester State University. He is currently working towards acquiring his Series 65 License, expected in 2016.  He is a husband and a new father with one son.


“We thoughtfully consider the tax implications of everything we do with our clients. We will earn your trust and keep it over time.”
Jeff Ly