Because Tax Surprises

Are No Way To

Go Through Life

Get the Clarity and Confidence You Need About Your Taxes with Arcadia Tax

What You Can Expect with Arcadia Tax

Results

Whether your tax situation is simple or complex, you need results. We work with you on a personal level to determine the best solutions for your unique needs. We then leverage our seasoned expertise to achieve the best possible results.

Relationships

We believe in true partnerships with our clients. Our firm is large enough to offer a full range of professional services at a fair price but small enough to give you the attention you deserve.

Relief

When you need tax insight, our firm is here to help answer any question or concern you may have. We focus on taxes so you can focus on what matters most to you. That sigh of relief? You’re welcome.

Our Tax Planning and Tax Preparation Services at Arcadia Tax

You deserve a tax planning and tax preparation firm that will focus on your individual needs and treat you right. Our firm offers a full range of professional services with expert insight to help you better understand your tax liability. We will thoroughly and conscientiously study your exact situation and tailor our advice to your specific needs.

Our services start at $299 and increase based on the complexity of your situation.

Get the Clarity and Confidence You Need About Your Taxes with Arcadia Tax

Who We Are

It’s all about time. We believe it’s your most valuable asset. And we want you using your time where it’s best spent. On your passions. With the people you love. The important things in life.

Leave the rest to us. Our team will outline a clear and honest path to get you on track for living your best life. We’re going to challenge you. We’re going to hold you accountable. As the world and your life changes, we’ll be in your corner to support you every step of the way.

Let’s get started today.  

 

Click below to meet the Arcadia Financial team & to learn more about their Ideal Saturday.

Connect with Our Team to
Start a Conversation Today

Reach out to our team through our contact info here or fill out the form below to start a conversation today.

Michael Panico

CFP, CEO

Mike is committed to waking people from their financial slumber. People are stressed, spread thin, overtired, and alienated socially from the people they care about most. Financial planning has been reduced to an exercise in growing numbers on pieces of paper. Wake up! You only live once. And your most precious resource is time.

How do you want to spend your time? Where do you want to spend it? Who do you want to spend it with? Those are the questions you need to be asking yourself. When leveraged correctly your finances can be used as a pathway to freedom: to use your time on your own terms. Mike wants to challenge you to live your best life every single day…like every day is Saturday. Mike’s 18 years of financial planning experience has shaped him into a true leader and coach, helping clients find their path toward life fulfilment.  

Mike founded Arcadia Financial with Jessica Panico, his wife and best friend.  Together they’re raising two amazing boys in Derry, NH. He holds a Bachelor of Science in finance from Babson College and became a CERTIFIED FINANCIAL PLANNER™ professional in 2008.

Jessica Panico

Chief Operating Officer

Jessica Panico is the Chief Operating Officer and Co-Founder of Arcadia Financial Group. She has been serving clients for over 18 years. Her primary focus is managing operations and marketing initiatives.

Prior to co-founding Arcadia Financial Group, Jess worked in various areas of the healthcare industry, most recently as a healthcare finance consultant. Her previous position was a perfect conduit to bring her from healthcare to the finance industry.

Jess has a Bachelor of Science in health psychology from Massachusetts College of Pharmacy and Health Sciences. She holds life insurance licenses in New Hampshire and Massachusetts.

Jess resides in New Hampshire with her husband and two adventurous sons. In her spare time, she enjoys being outdoors with the family, boating, and traveling.

Don Tishler

Enrolled Agent
Don received a degree in Accounting from Merrimack College and is Enrolled to Practice before the IRS. After beginning his career at a CPA firm out of college, Don worked at Raytheon and Sanders Associates elevating his fields of accounting in almost every position available. When he left to pursue his own business full-time, he was the Manager of Financial Planning and Assistant Controller. In 1978, Don started his own tax and accounting practice, Professional Tax Consultants, serving thousands of clients from simple personal returns all the way up to multi-million dollar corporations. Today, Don has over 45 years of experience in all aspects of accounting and taxation.

Justin Champlain

Financial Planner, EA

Justin Champlain joined Arcadia Financial Group in September 2018. Prior to joining the firm, Justin worked at Goldman Sachs and Brown Brothers Harriman. He holds a Bachelor of Arts in economics from St. Lawrence University and received his CERTIFIED FINANCIAL PLANNER (CFP®) designation through Boston University.

Justin lives in Merrimac, Massachusetts, with his wife and dog. He enjoys boating, skiing and watching New England sports teams

Dave Howell

Enrolled Agent

Dave joined Arcadia Tax in January of 2022.  He attained a bachelor’s degree in accounting from Southern New Hampshire University in late 2019 and is an Enrolled Agent to practice before the Internal Revenue Service.

 

Dave currently resides in Nashua, and enjoys science-fiction, gaming, and watching football in his spare time.

Mason Arsenault

Enrolled Agent

Mason Arsenault joined Arcadia Tax in July 2022. He holds a Bachelors of Science in Business Administration with a concentration in accounting from Salem State University and earned his Enrolled Agent (EA) credential in April of 2019.

Prior to joining the firm, Mason worked for a number of small to medium-sized CPA firms ranging from Central Massachusetts to the Greater Boston Area. He has spent that entire time working as a senior tax accountant and tax analyst and just loves working with small businesses to help them navigate the complex world of taxes.

Mason currently resides in Beverly Massachusetts so that he can be around to help his Grandparents and other friends and family. Never wanting to sit still and always looking for new experiences, he has dabbled in everything from mountain climbing to ballroom dancing during his professional career.