Joseph R.


Senior Manager | CPA



"No matter what people tell you, words and ideas can change the world."

- Robin Williams

Joe's commitment to providing practical and straightforward advice and updates throughout the year helps his clients gain control of every opportunity and challenge that arises.

Joe is a Senior Manager and member of the firm’s Tax Consulting and Compliance Group. Working with clients throughout New England, he provides a number of services in the Healthcare/Not-for-Profit sector, specializing in areas such as tax-exempt reporting requirements and unrelated business income analysis.

Joe often works with individuals and business owners and shareholders in the healthcare field to plan their individual tax strategies. Joe also provides tax planning and compliance services to for-profit companies. 

Experience Highlights:

Joe helps clients with a variety of issues including:

  • Compliance services
  • Tax-exempt reporting
  • Unrelated business income analysis
  • Tax planning for businesses and individuals
  • Client representation in IRS and state tax examinations


Memberships and Committees:

  • American Institute of Certified Public Accountants
  • Massachusetts Nonprofit Network


  • CPA