Joseph L. Charles, CPA
Senior Advisor
- P: 315-446-3600
- F: 315-446-3899
- E:
Areas of Expertise:
- Closely Held Business
- Construction
- Emerging Enterprises
- Hospitality
- International Tax
- Manufacturing, Distribution & Retail
- Mergers & Acquisitions
- Professional Service Firms
- Real Estate
- Tax Compliance
- Tax Planning and Consulting
Joe provides income and estate tax planning services. He focuses on business formation and exit & transition strategies. This includes 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 is a member of the Board of Directors for the Georgetown University Alumni Club of Central New York and Chairman of its Central New York Admissions Interviewing Committee, and serves on the Finance Committee for Immaculate Conception Church of Fayetteville, NY. 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 and Virginia. He is an Accredited Estate Planner and Chartered Global Management Accountant and resides in Fayetteville, NY.