The managing partner of RBF, Bill focuses his practice on business, tax, and financial planning strategies for closely held and public companies as well as for high net worth individuals and executives.
With strong attention to detail, Bill works closely with his clients to help guide successful outcomes in all aspects of their business planning and operations. He has authored many articles and has presented numerous seminars, nationally and internationally, on US tax law and business planning. He has also appeared on national television as a regular guest on CNN.
Bill is chairman of Russell Bedford International, a global network of independent accounting firms, and is a co-director of Russell Bedford’s North American Tax Group.
Bill founded the firm in 1985 at the age of 26. He and his partners have grown the firm so that it now appears annually in the Boston Business Journal’s list of the area’s top 50 accounting firms. Prior to founding RBF, he spent time in both public accounting and private industry. He received his B.S. in Accountancy and his M.S. in Taxation from Bentley University in Waltham, MA.
Paul Bardaro, founding partner of Rucci, Bardaro & Falzone P.C, both manages traditional firm services and is partner-in-charge of the RBF Valuation and Litigation Support Services practice. He concentrates on advising closely held businesses on strategies for growth, business acquisition, exit strategies, and transition planning. Author of numerous articles and seminars on various topics, he has also appeared on WCBV- Boston News as a tax expert.
Paul is President of the Board of Directors for the Greater Medford Visiting Nursing Association, past president of Medford Rotary Club, and sits on the Board of Corporators of Hallmark Health Systems, Inc. He is an appointee to the Massachusetts Society of CPAs Legislation & Public Policy Committee and an active member of the MSCPA’s Business Valuation and Litigation Support Committee. He has testified as an expert witness and/or been involved in litigation through courts of Suffolk, Middlesex, Worcester, and Essex Counties, MA, and before the Internal Revenue Service. He carries the prestigious Accredited in Business Valuation (ABV) designation from the American Institute of CPAs.
Joining Bill Rucci in 1986 at the age of twenty-seven, Paul was a founder of RBF. Previously, he spent time in both public accounting and private industry. Paul received his B.S. in Accountancy from Bentley College, Waltham, MA.
Sal’s practice centers on tax, accounting, and assurance services, and on business financial and strategic planning. He advises companies in transition – whether with generational transfer of control or with other required paradigm shifts.
Sal is a member of the Board of Directors of The Angel Fund (Lou Gehrig’s disease) and former president of the Board of Directors of the Amyotrophic Lateral Sclerosis Association, Massachusetts Chapter. Formerly he was a member of the Board of Directors of the D’Ventures Unlimited Foundation, Inc. He has appeared as an expert witness before the Superior Court of Suffolk County, Massachusetts, the Massachusetts Department of Revenue, and the Internal Revenue Service. He has authored and presented numerous seminars on various topics.
Prior to joining RBF, Sal pursued his career in public accounting at Deloitte & Touche, LLP, and two large regional accounting firms. He received his B.S. in Accountancy from Bentley College, Waltham, MA.
Jack founded and was managing partner of Jensen & Malley Company, a Waltham-based business consulting firm formerly associated with Malley & Franey Financial Group, before the company was acquired by RBF in February, 2016.
As the partner in charge of RBF’s OASYS Group, he specializes in financial systems and operational consulting. He is an expert at assisting start-ups, investors, specialty lenders and established private and public companies in various stages of growth.
Jack received his BA in economics from the College of the Holy Cross, and his MBA in accounting and finance from Northeastern University.
A 14-year veteran and partner of the firm, Vinny specializes in financial reporting and taxation for clients in the construction, manufacturing and hospitality sectors. He also leads RBF’s financial statement quality control group, and oversees the firm’s pension plan auditing work.
He received his bachelor of accountancy degree from Assumption College, and is a graduate of the Leadership Academy of the Massachusetts Society of CPAs.
An 11-year veteran and partner of RBF, Ron specializes in taxation and financial reporting with a focus on clients in construction, not-for-profit (particularly government-funded organizations) and charter schools .
He received his bachelor of accountancy degree from Northeastern University, and is also a graduate of the Leadership Academy of the Massachusetts Society of CPAs.
Position: Tax Principal
Education: MSA Accounting, UMass Amherst
Definition of a good day: any day that I don’t have to deal directly with the IRS
Recent favorite book: Alexander Hamilton, by Ron Chernow
Pet peeve: business clichés such as “think outside the box” and “synergize.” Ugh.
Most pressing issue for business today: recruiting and retaining the right people
Position: Firm Administrator
Education: BS Business Administration, Suffolk University
My biggest professional challenge: working full-time while completing my degree
What people don’t know about me: I love watching cartoons!
Recent favorite book: The Stranger, by Albert Camus
Most pressing issue for business today: remaining relevant to customers
Position: Senior Accountant
Education: MSA Accounting, [ school here ]
Definition of a good day: whenever there is something to learn, care about or celebrate!
Pet peeve: chronic lateness
Proudest personal accomplishment: I helped my son make a smooth transition into kindergarten
Most pressing issue for business today: preparing for globalization
Position: Senior Tax Accountant
Education: JD, LLM, Boston University
Position: Senior Administrative Assistant/Tax Coordinator
Education: MSA, Graduate Certificate in Tax, Bentley University
Position: Senior Accountant
Education: Bachelor of Science in accounting, Bentley University
Definition of a good day: tackling every obstacle in my way, no matter how difficult
Favorite movie: Star Wars: A New Hope (because I’m a sci-fi nerd)
Recent personal accomplishment: I’ve been accepted into Bentley University’s masters degree program
Most pressing issue for business today: automation in the workplace and its potential for limiting new job growth
Position: Tax Manager
Education: Bachelor of Commerce, Bombay University
Certifications: Chartered Accountant
Education: BA in Psychology, St. Anselm College
My all-time favorite movie: Back to the Future (I love Michael J. Fox!)
Pet peeve: the sound of pencil on paper
Definition of a good day: Walking through a parking lot without any of my kids deciding to play ‘limp baby.’
My biggest professional challenge: Balancing work and being a mom.
Position: Staff Accountant Consultant
Education: BS Accounting, Merrimack College
Definition of a good day: when my kids can find their shoes in the morning.
What people don’t know about me: I can drive (and fix) a tractor
Favorite movie: Jaws
Most pressing issue for business today: making things and doing things better and faster, with less resources
Position: Senior Accountant
Education: BS Accounting, UMass Lowell
My biggest professional challenge: continually improving myself as an auditor and tax preparer
Dream lunch date: Warren Buffet
What people don’t know about me: I’m related to Buffalo Bill
Most pressing issue for business today: the decline of manufacturing in the U.S.
Position: Controller Consultant
Education: BA, Accounting & Finance Management, Northeastern University
My biggest professional challenge: Starting my own business
Who I’d like to have lunch with: Malala Yousafzai. Her fight against a whole culture on behalf of women’s education is inspiring!
Best advice I was ever given: Always tell the truth.
Most pressing issue facing business today: keeping up with technology changes. Companies need to stay educated on the latest solutions to keep their operations running efficiently.
Position: Assistant Firm Administrator
Education: BA Communications, University of Massachusetts, Amherst
Position: CFO Consultant
Education: BS Accounting, Bentley College
Biggest professional challenge: assuming the role of CFO at a large, publicly-traded company after being a CFO at a small, private company
What people don’t know about me: I’m a long-distance cycling competitor
Favorite movie: Tootsie (I LOVE Dustin Hoffman and Jessica Lange.)
Most pressing issue for business today: staying competitive in a fast-changing business environment