Joel provides tax consulting, planning and compliance services to a variety of privately owned commercial businesses and their owners. He has 25 years of experience providing solutions to clients to meet their strategic objectives.
Joel advises clients on federal and multi-state corporate issues related to choice of entity, operations, and exit planning including mergers and acquisitions. He has worked with businesses that operate as C corporations, S corporations, partnerships/LLCs and their respective owners/partners. He has extensive experience in manufacturing, retail, technology and professional services.
Joel is a graduate of Montclair State University with a Bachelor of Business Administration. He also holds a Juris Doctorate from Gonzaga University and an LLM in Taxation from the University of Denver.
Massachusetts Society of Certified Public Accountants
New Hampshire Society of Certified Public Accountants
American Institute of Certified Public Accountants
Boston Estate Planning Council (BEPC)