Meet Our Team

J. Trainor & Company, LLC is a full-service Certified Public Accounting firm licensed in MA. All our CPA's hold valid MA State CPA Certificates.

Joseph P. Trainor, CPA/MBA (Principal)

Joe brings 25+ years of experience as a Certified Public Accountant to the company.  Joe specializes in a variety of solutions including tax planning, tax preparation, compilations, audits, and reviews. He uses his expertise to achieve his clients goals. Joe graduated from Boston College (BS) and then Suffolk University (MBA). Professionally, he is affiliated with the American Institute of Certified Public Accountants, the Massachusetts Association of Accountants, the Massachusetts Society of Certified Public Accountants and a number of local groups. 

Joe can be reached at Joseph@TrainorCPAs.com



David J. Carleton, CPA (Shareholder)

David J. Carleton brings 40 years of experience as a Certified Public Accountant to J. Trainor & Company, LLC. David specializes in providing professional accounting and auditing services to a wide variety of clients with a market niche in non-profits. His leadership roles within the industry have included time as a board member, principal, and partner, among others.

David is a graduate of Northeastern University and Boston University with degrees in business administration and financial planning. He serves on a variety of industry-related committees, and is the treasurer/board member of the Massachusetts Association of Public Accountants. Professionally, he is affiliated with the American Institute of Certified Public Accountants, the Massachusetts Association of Accountants, the Massachusetts Society of Certified Public Accountants, the BNI Group, as well as the local Rotary and Chamber of Commerce.

David can be reached at David@TrainorCPAs.com



LiChen Zhang, (EA) Enrolled Agent, Accountant

Bio coming soon.....

Li can be reached at Li@TrainorCPAs.com



Karen Sullo, Bookkeeper 

Bio coming soon.....

Karen can be reached at Karen@TrainorCPAs.com



Nicole Caron, Accountant

Bio coming soon.....

Nicole can be reached at Nicole@TrainorCPAs.com


Lorna Capoccia, Administrative Assistant

Bio coming soon.....

Lorna can be reached at Lorna@TrainorCPAs.com



Lisa Ann Trainor, Website & IT Services

Lisa has over 25 years of experience in Computer Science & Information Systems including Website Development, Social Media & Digital Marketing, Cloud-Based SAAS, Conversions to cloud based paperless environments, Training, Database Design, Development & Conversion, Office 365, Slack, Teams & more. Lisa is also an Adjunct Lecturer on staff at a local college. 

Lisa can be reached at Lisa@TrainorCPAs.com


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J. Trainor & Company, LLC, 107 Audubon Road, Bldg 2-110, Wakefield, MA 01880
Phone: (781)279-7800 | Fax: 781-279-2345 | Email: joseph@trainorcpas.com
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