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Joanna Powell

Managing Director, CPA, CFP®, MST

Phone: 617.761.0583
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Overview

Joanna is a member of the Tax Group and Leader of the High-Net-Worth Individuals and Family Groups Tax Practice at CBIZ & MHM New England (formerly CBIZ Tofias). She has more than 13 years of experience providing tax consulting, planning, preparation and review services for high net worth individuals and family groups. Prior to joining CBIZ & MHM, Joanna worked in the high net individual tax group at PwC in Boston.

Education

  • Bachelor of Science in Business Administration, Northeastern University
  • Master of Science in Taxation, Northeastern University

Professional Memberships

  • American Institute of Certified Public Accountants
  • Massachusetts Society of Certified Public Accountants
  • Massachusetts Society of Certified Public Accountants – Women in Accounting Committee

Associated Offices

Boston - CBIZ MHM, LLC - Boston 500 Boylston Street
4th Floor
BostonMA  02116
Providence - CBIZ MHM, LLC - Providence One Citizens Plaza
9th Floor
ProvidenceRI  02903
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