About Joseph

Joe is a Principal in the Firm and is a member of our Audit & Advisory, Tax and Healthcare Services Groups. He has practiced for national, regional and local CPA firms, and has a diverse client base and serves as auditor, accountant, tax advisor and consultant for privately held companies and nonprofit organizations.

Joe’s client base includes healthcare, real estate (including HUD financed properties), retail, manufacturing and distribution industries. Additionally, Joe has significant experience with tax planning and advisory services including tax returns, assisting clients with mergers and acquisitions, due diligence reviews, evaluating and assisting clients with obtaining financing, and performing operational and business office reviews and analyses.

Joe has been a member of practice group since 1985 and is also the Firm’s CFO.

Market Focus & Services:

  • Audit & Advisory
    • Accounting and Assurance Issues
    • Attestation Services-Audits, Reviews, Compilations and Agreed-Upon Procedures
    • Audits Subject to Government Auditing Standards and OMB A-133 Requirements
    • HUD Financed Projects
    • Employee Benefit Plans
    • Corporate, Individual, and Partnership Taxation
    • Retailers and Wholesalers
  • Entrepreneurs
    • Closely-Held Businesses
  • Manufacturers & Distributors
  • Mergers & Acquisitions

Memberships & Associations:

  • American Institute of Certified Public Accountants
  • Ohio Society of Certified Public Accountants
  • Affordable Housing Association of Certified Public Accountants (AHACPA)

Education

Cleveland State University

Bachelor of Business Administration