Bio

Joe has over 45 years of experience in accounting and taxation, with expertise in individual tax, auditing, estate, financial and retirement planning, partnership and corporation taxation, receivership services, executive compensation and benefit consulting, retirement planning, and bankruptcy consultation and accounting. Joe has worked extensively in diverse industries, including real estate, oil and gas, and magazine and professional publication.

Prior to joining DZH Phillips, Joe was the Managing Partner of Clare & Storey, a San Francisco CPA firm. Joe received a bachelor’s degree in accounting from Brooklyn College, City University of New York, and a master’s degree in taxation from Golden Gate University. He is a member of the American Institute of Certified Public Accountants (AICPA) and the California Society of Certified Public Accountants (CalCPA).

Joe offers impeccable customer service to clients, though he is currently transitioning clients to other partners so that he can spend more time enjoying San Francisco in retirement. In his spare time, Joe likes to play golf.