Michael W. Osgood, CFP, CPA/PFS
Principal
For over 30 years, Mike Osgood has been working with clients to deliver highly effective tax planning strategies and compliance services. He deeply understands that each client is unique and his ability to learn about their concerns and goals allows him to provide a truly customized approach.
Mike spent a combined 12 years at the Big Four accounting firms KPMG and PriceWaterhouseCoopers. During those years he worked exclusively in the Personal Financial Services group of each firm, providing sophisticated tax, financial and estate planning services to high-net worth individuals, family groups and corporate executives.
Being approachable and creating a high level of comfort for his clients is the cornerstone of Mike’s practice. Mike strives to be THE trusted go-to advisor for his clients. He knows that clients need to feel they can share the good and the bad with their CPA. From the high points such as stock awards, bonuses, inheritances, business sale, and retirement, to the low points such as IRS issues, divorce, job loss, and litigation, Mike has seen and handled the most challenging financial scenarios and is adept at providing the guidance you need to set you on the right track.
Mike grew up in a family of shipbuilders and fishermen where he learned the value of hard work and community. He and his wife of 33 years Deana live near the community in which they both grew up. Their two sons Blake and Brad graduated from Texas A&M, and are both employed at Osgood & Associates, P.C. In his spare time, Mike enjoys spending his time outdoors hunting and fishing.