Certified Public Accountants

Business Advisors

Carleton, Lopez, Wiesman CPA’s Inc. Associates are members of: Association of Certified Fraud Examiners (A.C.F.E), Accreditation Council for Accounting and Taxation Inc. (A.C.A.T.), Massachusetts Association of Accountants (formerly known as M.A.P.A.), Massachusetts Society of Enrolled Agents (M.S.E.A.), National Association of Enrolled Agents (N.A.E.A.), National Society of Tax Professionals (N.S.T.P.)

David J. Carleton   

CPA

David J. Carleton brings 40 years of experience as a Certified Public Accountant to Carleton, Lopez, Wiesman CPA’s Inc. 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.

William R. (Bill) Chaff   

EA

William Chaff began practicing accounting in 1984, and then merged with David J. Carleton in 2012 to create Carleton, Lopez and Wiesman, CPA’s.  Bill specializes in Corporate, Partnership, and LLC taxation, focusing on service companies, real estate, environmental services, restaurants, and software firms. Bill has extensive experience in the preparation and audit representation of estate and gift taxes. He has worked with local law firms as their outsourced expert in this area.

Bill is professionally associated with the Massachusetts Society of Enrolled Agents, the Massachusetts Association of Accountants, along with the National Association of Enrolled Agents and the National Society of Tax Professionals. Bill is a frequent speaker at local venues on business topics such as managing financial milestones, small business and cash flow, and home ownership and taxes to groups of new homeowners.

James E. (Jim) Wiesman   

CPA, MBA, EA, CFE

James Wiesman has worked in accounting for over 35 years and formed Wiesman and Associates in 1983. He merged with David J. Carleton in 2012 to create Carleton, Lopez and Wiesman, CPA’s. Jim is an expert in Corporate, Partnership, and LLC taxation, and specializes in IRS relations and negotiations. His corporate clientele includes companies in the manufacturing, realty, retail and wholesale sectors, along with high technology and software businesses.

Jim received his Bachelor of Science degree from Bentley University and a Master of Business Administration from Southern New Hampshire University. He is professionally associated with the Massachusetts Society of Enrolled Agents, the national Association of Enrolled Agents, the National Association of Tax Professionals, the National Society of Tax Professionals, and the Association of Certified Fraud Examiners.

Antonio (Tony) Lopez   

CPA, MST, EA

Antonio Lopez is a founding partner of Carleton, Lopez, Wiesman CPA’s Inc., and has been in public practice for over 25 years. Tony has extensive experience in Corporate and LLC taxation–concentrating in the areas of manufacturing, distribution and wholesale, telecommunications, as well as high technology and retirement planning.

Tony is a graduate of the University of Notre Dame with a Bachelor of Science in Accounting, and holds a Master of Science in Taxation from Bentley University. Tony has also received the Chartered Financial Consultant designation by the American College. He is professionally associated with the Massachusetts Society of Certified Public Accountants and Enrolled Agents, the Massachusetts Association of Accountants, along with the National Association of Enrolled Agents and the National Society of Tax Professionals. Tony is also a member and Past President of the Lawrence Rotary Club.

Douglas E. Thompson   

CPA, EA

Doug Thompson has been a member of Carleton, Lopez, Wiesman CPA’s Inc. for 14 years, starting out as a Staff Accountant. He has steadily advanced his career, becoming a Principal of the firm in 2011. Doug specializes in Corporate, Partnership, and LLC taxation, focusing on construction, manufacturing, medical, flooring industries and non-profit organizations.  He also has experience in preparing and reviewing complicated financial statements.

Doug graduated from the University System of New Hampshire with a Bachelor of Science degree in Accounting and a minor in Mathematics. He became a Certified Public Accountant in 2008. He is professionally associated with the Massachusetts Society of Enrolled Agents, the National Association of Enrolled Agents, the National Society of Tax Professionals, the Massachusetts Society of CPAs, the New Hampshire Society of CPAs and the AICPA. Doug is also a current member of the Plaistow New Hampshire area Commerce Exchange.