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Phone: (215) 657-9200
Earning his BBA from Pace University in his hometown of New York City, Joe has been an accountant for most of his adult life. While advancing his accounting career, Joe passed the CPA exam in 1992. In 2007, Joe earned his Master of Science in Finance from Drexel University and his Master of Arts in Theology from Calvary Baptist Seminary in Lansdale, PA. Joe’s enthusiasm for learning took him to complete the requirements to become a Certified Tax Coach.
Joe works with his clients to ensure they pay the mimimal taxes required – and stay within the legal limits of doing so. His primary focus is on tax planning as taxes are such a huge part of most people’s expenses.
Joe currently resides in Lansdale, PA with his wife and son.