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McSoley McCoy & Co.


Contact Us 802-658-1808

It’s always a pleasure working with Jamie. He is always willing to take the time for me and saving me money with his efforts.  His financial and tax planning has helped my small business grow over the years.  Great place to build a long term partnership.

-Matt Kozlowski, Green Mountain Messenger

Ronald McDonald House Charities thinks the world of McSoley McCoy! They embrace community service on many levels and they do it well. They are the group that prepares a meal for the families here, sponsor events and will do any volunteer work if asked. The kitchen is filled with cheer and laughter when they prepare a nice hot meal for our in house guests. They always seem to easily makes guest, volunteers and staff smile. They prepare a feast when they come; clearly made with love.

Our partnership with McSoley McCoy is an important one. Our relationship runs far and wide, including board presence and commitment. They embrace our mission and provide resources that we may need.

They care, they are committed and we are truly grateful for all they do!

– Marcia Stone, Ronald McDonald House Charities

“Since 2012, Northern Benefits has been a McSoley McCoy client. They have provided us advice every step of the way and we rely on their experience to direct us in the proper business decisions.”

With electronic returns and an online portal, we reduce our admin costs. When we receive special requests from lending institutions, financial information is at our fingertips saving us time and money.

McSoley McCoy is a big piece of our corporate puzzle ensuring our continued success as an insurance brokerage company and helping us to maintain our competitive edge.

No matter the time of day they are there for us. I trust what they do”

-Jon Guyette, Principal

“Age Well has had the pleasure of having McSoley, McCoy and Co. as our auditors for the past two years.  Their staff is a pleasure to work with, have immense knowledge of every topic and administer a smooth audit process.  I look forward to continued years ahead working with the team.” 

- Amy Ahern, Age Well

“We couldn’t be more pleased with the services we’ve received from McSoley, McCoy and Company.  They have been handling both our Association’s annual audit and tax returns as well as the same for our Charitable Trust for some time now.  The staff members assigned to those endeavors have been extremely professional and easy to work with while providing the highest level of advice and guidance.  The trust and confidence we have in this company allows us to focus on other aspects of our busy daily business.”

-Carrie J. Mortensen, Executive Director

American Morgan Horse Association, Inc.
American Morgan Horse Educational Charitable Trust