Accounting, Tax and Financial Consultants
Joseph Serra, CPA
CERTIFIED PUBLIC ACCOUNTANT
EXPERIENCE:
Joe has been a senior partner with the Firm since 1992. His initial public accounting experience was with PWC (PriceWaterhouse Coopers) where he worked for five years in the auditing and international tax departments.
Joe has extensive experience in all phases of public accounting and in numerous industries. He is actively involved in tax planning and problem solving for his individual and business clients. When financial statements are required, he oversees the firm's auditing and accounting practice. He also performs management consulting and has represented companies and their owners in acquisitions and sales of their businesses.
AREAS OF EXPERTISE:
- Audits, Compilations, and Review
- Individual, Business and Estate Tax Planning and Compliance
- Forecasts, Projections and Budgets
- Business Valuations
- Real Estate Cost Segregation and Research and Development Studies
- International Business Consulting
- Business Acquisition, Sales and Liquidation Consulting
- Non Profit Organizations
- Litigation Support/Expert Witness
- Forensic Accounting
- Retirement Plan Audits
- Management Consulting
- Internal Revenue Service Audit Representation
- Elder Care
EDUCATION
Walsh College - Bachelor of Accountancy
PROFESSIONAL AFFILIATIONS:
- American Institute of Certified Public Accountants
- Michigan Association of Certified Public Accountants
- Walsh College Alumni Association (Past President)
- Walsh College President's Advisory Council
- Birmingham Lions Club (Past President/Current Director)
Affiliations:
