Ms. MacLean is the Partner at tonneson + co in charge of Tax Services with over thirty years of public accounting experience. Heidi provides tax planning, wealth development, financial planning, handling estate & trust matters, and succession planning for high net worth individuals and families.
She also acts as both tax planner and trusted advisor to her clients in privately held businesses, professional services firms, and not-for-profit organizations of varying sizes and industries. She works closely with her clients to assist them in achieving their long-term goals, and provides expert analysis and due diligence in complex proceedings, such as mergers and acquisitions and international matters.
Heidi received her BS in Business Management from the University of Southern Maine, and her Masters in Taxation and Accounting from Bentley University. Heidi is a Certified Financial Planner and Personal Financial Specialist.
Heidi serves on the board of Farmsteads of New England, Inc., a non-profit organization assisting developmentally disabled adults and children by providing housing and quality of life.
She is a member of the American Institute of Certified Public Accountants (AICPA) and the Massachusetts & New Hampshire Societies of Certified Public Accountants (MSCPA, NHSCPA).