Partner, Tax Services
Joel is the managing Partner of tax for CFGI. He has over 16 years of experience providing tax consulting and compliance services to numerous clients in a variety of industries. Joel specializes in tax provision calculation and review assistance (accounting for income taxes, ASC 740), income tax return compliance, tax control identification and testing (Sarbanes-Oxley section 404), uncertain tax position assessments and monitoring of tax positions on financial statements (ASC 740-10) as well as other federal tax issues.
Practicing since 2000, Joel continues to serve a variety of publicly traded and privately held companies in a wide array of industries including technology, software, bio–technology, pharmaceutical and industrial manufacturing from startup (pre-revenue) to multibillion dollar companies. In addition to serving his clients, Joel also provides outsourced tax director and interim supporting tax roles to a variety of companies.
Prior to joining CFGI, Joel was a partner and Chief Operating Officer of The Gagnon Group for six years, owned and operated an independent corporate tax consulting firm for four years, and spent seven years as a tax manager at a big- four public accounting firm in Boston.
Joel prides himself on providing all of his clients with superior service by leveraging his technical expertise while delivering timely and cost-effective solutions.
Joel graduated from Bryant University with a bachelor of science in business administration with a concentration in accounting. He is a certified public accountant license in the Commonwealth of Massachusetts membership in both the AICPA and Massachusetts Society of CPAs.
T: (617) 620-9705