Joe is a Tax Manager with the firm primarily responsible for providing quality tax services to high net worth clients. Prior to joining our firm, Joe was a tax manager with the accounting firm Deloitte. Joe works closely with taxpayers to reduce or mitigate taxes. His experience includes successful representation before the Internal Revenue Service and other taxing authorities, planning for life events, and estate planning.
Joe holds a Master’s Degree in Accounting and a B.A. in Accounting from the University of Connecticut. He is a member of the American Institute of Certified Public Accountants (AICPA) and the Connecticut Society of CPA’s. He is a licensed CPA in both Connecticut and Massachusetts.