Partners Profile

Michael J. Apone, Principal

Mike has over 40 years experience in the financial,

accounting, tax and real estate field serving hundreds of

clients, both individuals and small-businesses, focusing on

their individual needs with the utmost care and dedication.

Simultaneously, Mike was employed for over 27 years applying

his financial and management experience with a Fortune 500 high

technology instruments company, working with small to

medium-size businesses ranging in revenues from under $1M up to

$50M. Mike's unique blended experience and hands-on approach

resulted in a multitude of successes over the years. Mike has

been a long time member of the National Association of Tax

Professionals. Mike holds a Bachelors Degree in Accounting from Merrimack College

and MBA with finance concentration from Bentley College.

Additionally, Mike has held his MA real estate brokerage

license for over 40 years and has extensive experience in

buying and selling properties for both personal and investment

portfolios. Apone Associates is a member of the National and

Massachusetts Association of Realtors, Cape Cod and Islands

Association of Realtors and the Multiple Listing Service



Jane E. Apone, Administration and

Jane has been working with the business

for over 40 years responsible for the administration,

bookkeeping and payroll services for a wide variety of

individual and small business clients. She has extensive

experience in management of retail operations including sales

merchandising, inventory control, bookkeeping and payroll

administration. Jane works on a day-to-day basis with our

clients to keep a pulse on their operational issues and to

ensure all information and filings are prepared on a timely

basis. Jane holds an Associates Degree in fashion merchandising

and retail operations.


Peter J. Smith, Real Estate Associate and Information Technology

Pete received his real estate sales agents license and will be assisting in business

in Boston and vicinity, including the Metro-West area where he resides

in Medway with his family, wife Tracey and children Trevor and Sydney.

He also supports the company in the IT area.

Pete is graduate of University of Connecticut with a concentration in

business administration where he was a pitcher for the baseball team.

Pete received his MBA with a finance concentration from the University of MA, Amherst.


Brittany Apone, Accounting and Tax Associate

Brit will be assisting us in tax preparation and accounting/ financial statement preparation.

Brit earned her undergraduate degree in Business Administration with finance concentration

from Cal State San Marcos in 2006. Over the past 14+ years, she has worked at various companies

in the finance, accounting, and project management areas. Brit resides in San Diego with

her husband, Scott and son, Lincoln.

Salvatore J. Apone, Founder (Posthumous)

Sal founded the business in the early 1960's with a small base

of individual and small business tax clients. Sal

simultaneously had over 50 years of experience in financial,

accounting, tax and information technology systems working in

both small and medium-size business operations. Sal

received his Bachelor's Degree in accounting from Northeastern

University and proudly served in the United States Navy.