JOSEPH MONTALTO

Joseph Montalto has more than 25 years of public accounting experience, Joe serves as a Partner with the firm, providing tax and advisory services that help clients across a wide range of industries improve compliance, strengthen financial performance, and support long-term business success. He specializes in S corporation, partnership, and individual taxation, delivering practical planning and compliance solutions tailored to the needs of closely held businesses and their owners. Joe also brings extensive experience performing audit and assurance services for not-for-profit organizations, housing authorities, low-income housing tax credit projects, financial institutions, municipalities, and local colleges. His technical background is complemented by broad industry experience, with particular depth in the restaurant and hospitality sectors as well as exposure to medical, manufacturing, financial services, construction, insurance, retail, wholesale, technology, agriculture, and real estate clients. He has built a long-standing career focused on delivering consistent, high-quality client service across both tax and audit engagements. He is actively involved in the professional community. 

Certifications & Education

• Certified Public Accountant in New York
• SUNY Oneonta, Bachelor of Science in Accounting