Jake Lavery, EA

Jake is an Enrolled Agent passionate about helping individuals and small businesses navigate taxation, bookkeeping, and accounting services.

A Natick native, he returned home after four years in the U.S. Marine Corps to earn his BS in Accounting from Framingham State University, graduating in 2022.

He began his career at a local accounting firm, gaining valuable experience in bookkeeping, payroll, tax planning, and business advisory for clients across many industries. Building on that foundation, he founded Lavery Tax Inc in 2023 where he combines his expertise and personalized approach to help clients achieve financial clarity and confidence.

Outside of work, Jake enjoys spending time with his wife, Sheila, and their two boys, Owen and Oliver. When he’s not with family, he’s often playing hockey with friends or cheering on the Boston Bruins.