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Joseph L. Charles, CPA

Partner

Areas of Expertise

Joe provides income and estate tax planning services. He focuses on business formation and exit strategies, including mergers, acquisitions, sales and other advisory services in connection with partnerships, limited liability companies, S and C corporations and the owners of such businesses.

Joe serves on the Board of Directors of Catholic Charities of Onondaga County and The Gifford Foundation. He is also a member and former President of the Estate Planning Council of Central New York.  In addition, Joe serves as Treasurer and a member of the Board of Directors for the Georgetown University Alumni Club of Central New York. He is a member of the American Institute of Certified Public Accountants (AICPA) and the New York State Society of Certified Public Accountants (NYSSCPA) and its Committee on Taxation of Closely Held Businesses and S Corporations.

Joe, a graduate of Georgetown University, is a licensed CPA in New York, Connecticut and Virginia.  He is an Accredited Estate Planner and Chartered Global Management Accountant and resides in Fayetteville, NY.