Robert Traester

CPA, MST Partner

Contact Robert

(617) 849 6166 Boston, MA

Get to Know Me

Robert Traester has over 10 years of experience in accounting, focusing on tax and accounting advice for businesses and individuals.

He works closely with a diverse range of clients, from small one-person startups to large multi-jurisdictional international companies and collaborates with them at all stages of the business life cycle.

Robert has extensive experience in stock-based compensation, multi-state and international tax planning and compliance and handling IRS and state tax examinations. Committed to providing proactive, personalized and long-term-focused advice, Robert ensures that his clients are empowered with the latest information, considering both short-term and long-term considerations.

As the tax leader in the Boston office, Robert leads the local team in proactively addressing changes in federal and local tax laws. He is a licensed certified public accountant in Massachusetts and holds a Master’s in Taxation.

Industry Expertise

Life Sciences Professional Services Industrial and Consumer Products Technology and Emerging Growth Services

Service Expertise

Tax Services Business Tax Tax Services for High-Income Individuals

Learn More About My Story

Learn more about my professional experience and how I spend my time outside the firm.

Education and Professional Affiliations

Education:

BS Accounting, Bentley University
MS Taxation, Bentley University

Professional Affiliations:

Member, American Association of Certified Public Accountants (AICPA)
Member, Massachusetts Society of Certified Public Accountants (MSCPA)

How I Give Back

Robert is a mentee through the MSCPA, where he provides guidance to current accounting students who are exploring a career as future CPAs. He formerly served as a member of the Firm’s Fellowship Program, which offers internal training for team members.

In My Free Time

Robert lives in Boston and is an avid sports fan and traveler. In his spare time, he enjoys attending concerts or checking out the latest restaurant openings.

Authored Insights

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Life Sciences, Artificial Intelligence and the R&D Tax Credit: Navigating Opportunity in a Rapidly Evolving Landscape

The life sciences industry has long been driven by innovation. From drug discovery and clinical development to advanced manufacturing and personalized medicine, life sciences companies continuously push the boundaries of science and technology. Today, artificial intelligence (AI) is accelerating that innovation cycle, creating new opportunities, and new considerations for companies seeking to benefit from the…

Professionals explore complex data analytics displayed on digital tablet

Savvy Massachusetts Companies Receiving Outside Financing Should Consider This Tax Planning Opportunity Before Year-End

Massachusetts corporations receiving large cash infusions from equity investors may be surprised to find that the mere act of depositing the cash into their bank account can trigger thousands of dollars in excise taxes, whether they generate taxable income or not. Massachusetts Security Corporations (“MSCs”) can be used to solve this problem. How Can My…

Upcoming Tax Credit Auctions for New Jersey Taxpayers

The New Jersey Economic Development Authority (“NJ EDA”) has announced two concurrent tax credit auctions, running from September 2, 2025, through October 3, 2025. These auctions will offer tax credits under both the NJ Innovation Evergreen Fund and the Food Desert Relief Program, providing eligible taxpayers the opportunity to bid on credits that can be…