Colby J. Doody, CPA, EA, MBA

We believe values matter, and we live by ours every day.

Our mission is to guide our clients to financial independence by offering a team approach to tax planning and wealth management strategies.  

Integrity

At Landmark Financial Services Group  we understand how important trust is when it comes to building and maintaining long-lasting relationships. We take pride in providing our clients with clear, consistent, and honest advice to get the best results possible, while maintaining excellent customer service.  We are committed to the happiness of our clients and will always act in good faith with care, candor, and loyalty.

Individuality

We understand that every client's financial situation is different. We work closely with our clients to gain a clear understanding of their unique circumstances and objectives.  Whether you are an individual, family, or business, we can help you navigate towards your goals with individualized attention and excellent customer service. 

Collaboration 

We understand that by collaborating together we will get the best results for our clients.  That means that someone who comes to work with us is not just a client, but they're a member of our team.  We understand their input is an important part of the process and their opinion matters. 

Credentials

• Certified Public Accountant (CPA), Licensed in Massachusetts
• Enrolled Agent (EA), Federally-Licensed Tax Practitioner
• QuickBooks Certified ProAdvisor – Advanced Online
• QuickBooks Certified ProAdvisor – Online
• QuickBooks Certified ProAdvisor – Desktop
• Master’s in Business Administration (MBA), Husson University
• Bachelor of Arts in Accounting (BA), University of Maine at Presque Isle
• Bachelor of Arts in Business Administration (BA), University of Maine PI
• Member of the American Institute of Certified Public Accountants (AICPA)
• Member of the Massachusetts Society of Certified Public Accountants (MSCPA)
• Member of the National Association of Enrolled Agents (NAEA)
• Member of the Massachusetts Society of Enrolled Agents (MSEA)