Joe is a Shareholder at tonneson + co and has over 15 years of experience. He works closely with his clients and their respective businesses in meeting their tax compliance obligations. He also serves in a business advisory role in a variety of industries including manufacturing, distribution, professional services, not-for-profit, and retail.
Joe enjoys working with his clients and their closely held businesses to understand their long-term plan. This may entail succession planning, and growth opportunities through mergers and acquisitions. He works with all members of the client’s team to put policies in place to meet the client’s objectives.
He has extensive experience providing taxation and advisory services to various types of entities including corporations, partnerships, trusts & estates, private foundations and individuals. He provides consultation in multi-state, sales tax issues as well as sophisticated tax planning situations.
Joe has a BS in Business Administration from the University of Massachusetts Lowell and a Masters in the Science of Taxation from Bentley University. He is a member of the American Institute of Certified Public Accountants (AICPA) and the Massachusetts Society of Certified Public Accountants.