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John J. Fitzgerald

Director

Phone: 212-790-5764
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Overview

As a Director in the Private Client Services Practice of the New York office, John J. Fitzgerald works closely with high net worth individuals in a consultative relationship providing tax return review and planning services, as well as advising on investment decisions. In addition, he reviews monthly cash flow reports, prepares annual cash flow budgets, and provides monthly financial statements including revenue and expenses as well as balance sheets.

Education

  • Master of Business Administration, Finance, Pace University
  • Bachelor of Science, Accounting, New York University

Professional Designations

  • Certified Public Accountant, New York

Professional Memberships

  • American Institute of Certified Public Accountants
  • New York State Society of Certified Public Accountants

Associated Offices

New York - CBIZ MHM, LLC - New York 1065 Avenue of the Americas
11th Floor
New YorkNY  10018
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