Joe provides accounting, auditing, and tax services to a diverse group of area businesses since joining the Firm in 1985. Among his business clientele, Joe works with employee benefit plans, not-for-profit organizations, contractors, manufacturers, oil companies, real estate developers, hotels, and mortgage brokerage firms. Joe also is responsible for the preparation of individual tax returns.
As a Certified Fraud Examiner, Joe’s abilities extend to fraud investigation services as well as providing expert witness testimony. Joe provides clients with management advisory services including the critiques of internal controls resulting in corrective action plans. In addition, he has developed an expertise in performing audits of limited partnerships in compliance with HUD guidelines and electronic submission of audits using REAC reporting system. He meets all continuing professional education requirements to perform audits in accordance with Governmental Auditing Standards.