Josh has more than 13 years of experience in public accounting, providing tax compliance, planning, and consulting to his clients, specifically large corporate entities in the public and private sector.
During Josh’s career, he has had a focus in state and local tax (SALT), leading large entities through multistate income tax compliance, state income and franchise tax planning and strategy, and state tax outsourcing. He is also a member of CBIZ’s National M&A Tax Practice and provides expertise in tax diligence and structuring in order to help buyers, sellers, and equity investors optimize their outcomes and make informed decisions.
Whether his clients are sourcing sales across multiple states, navigating the complex tax laws and regulations associated with multistate tax compliance, restructuring their business, or looking to strategically drive value to the buy or sell side of a merger or acquisition, Josh serves as an innovative tax advisor who works extensively to account for all associated tax considerations.