Kevin Charles, CPA

Tax Manager

Focus Areas

Tax Planning
Multi-Generational Planning
Estate Planning


Business Owners
Family Enterprise

As a Tax Manager at The Colony Group, Kevin is responsible for preparing and reviewing tax returns for high-net-worth individuals, trusts, gifts and foundations.

Prior to joining The Colony Group Kevin was a Senior Associate at PricewaterhouseCoopers in the Personal Financial Services and Private Company Services group.

Kevin is a Certified Public Accountant and a member of the American Institute of CPAs and the Massachusetts Society of CPAs. He earned his Master of Science in Accounting and a Bachelor of Science in Business Administration from Northeastern University.

Outside of the office Kevin enjoys golfing, skiing in Vermont, fishing and spending time with his family at the beach in Connecticut.

Published Insights

Massachusetts Charitable Tax Deduction Brings a Big Opportunity

As seen in Bloomberg Tax. Massachusetts’ reinstated deduction for charitable contributions is a significant planning opportunity for resident and nonresident taxpayers—particularly high earners—say the Colony Group’s Kevin Charles and...