Joe works with flow-through entities and other types of tax, including corporate and provisions (ASC-740), consolidations, and state and local tax. He handles first level reviews of tax filings and projections, client communications and research into complex client tax matters.
Joe came to TaxOps from a middle-market firm in Chicago, where he worked as a tax senior managing client accounts and staff. He worked closely with clients primarily in the construction, manufacturing, warehousing, real estate, medical and cannabis industries.
Joe holds a Bachelor of Science in Accountancy from Northern Illinois University and is a CPA candidate actively pursuing certification. Outside of work, he loves to spend time with his two dogs and is an avid fan of the Chicago Bears.
- Federal, flow-through and corporate tax for public and private companies
- Income tax (ASC-740) provision analysis and disclosures
- Northern Illinois University, B.S. in Accountancy
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