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Joe has been with the firm since 1993 and in public accounting since 1982.  He holds a Bachelors Degree in Accounting from Fordham University and his partially completed Masters program in taxation at Baruch College, New York City.  

As a taxation specialist, Joe has worked on everything from Individual Income Tax Returns to a 93 Company Multi-State Consolidated Tax Return. His areas of concentration include high net worth individuals, specializing in lawyers and Healthcare professionals as well as retail businesses, real estate and private equity investments.  

Joe is very involved in both the AICPA and NJSCPA, servicing as a  leader in both organizations, including his appointment to the AICPA Tax Executive Committee, the national standard setting body for CPAs in tax practice nationwide.

He is also is a frequent author and lecturer on various tax, practice management and professional ethics issues

To Joe, good client service means maximizing cash flow and minimizing taxes.

 

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