Daniel T. (Terry) O’Sullivan

Senior Partner

(978) 689-8822

dosullivan@lcwcpas.com

Professional Summary

Terry’s firm, O’Sullivan & Company, merged with LCW CPAs in 2022, to offer our clients expanded professional services for the long term. As Senior Partner, his role at LCW CPAs is to provide creative and strategic tax planning advice in a timely and proactive manner. He is also responsible for the top review of all his clients’ financial statements and tax return preparation, ensuring that all generally accepted accounting principles and tax compliance are satisfied in an accurate and timely manner.

Education

  • Merrimack College, Bachelor of Science in Business Administration

  • Bentley College, Master of Science in Taxation

Professional Designations

  • Certified Public Accountant (CPA)

Professional Associations, Memberships, & Community Involvement

  • Massachusetts Society of Certified Public Accountants (MSCPA)

  • American Institute of Certified Public Accountants (AICPA)

  • Volunteer – Cor Unum, Lawrence, MA

  • Volunteer – New England Equine Rescue – North, Inc. (NEER North)

  • Former Treasurer – Lawrence YMCA

  • Former Holy Family Hospital Foundation Trustee

  • Former Merrimack Valley Corporation Board of Trustees

Honors, Awards, & Recognition

  • Andover Community Trust – 25-year award for providing continuous “expert advice and services on all tax matters”

  • Merrimack Valley YMCA award for “exemplary services”

Personal

When he is not working, Terry enjoys keeping fit, traveling, attending sport and music events, and hanging out with his kids and grandkids.