Experience
Joseph Neri is a tax partner in the firm's New York City office. He provides federal, state, and local tax compliance and consulting services for high-net-worth individuals, closely-held businesses, trusts, and private foundations.
Joseph is a member of the firm's High Net Worth Individuals Practice. His focus is providing clients with quality service along with effective and efficient tax planning strategies to accomplish their financial goals.
Prior to joining Citrin Cooperman, Joseph worked at a regional public accounting firm headquartered in New York City.
CREDENTIALS
Education
Bachelor of Business Administration in Accounting, Baruch College
Masters of Business Administration in Taxation/Finance, Baruch College
Licenses
Certified Public Accountant in the State of New York
Presentations & Publications
U.S. Information Exchange with U.K. leads to Adjustment in Foreign Tax Credit Claimed
Affiliations
Member, New York State Society of Certified Public Accountants (NYSSCPA)Member, American Institute of Certified Public Accountants (AICPA)
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Get in touch with Joseph Neri today.
Fill out the form below to get in direct contact with Joseph Neri and start your personalized consultation journey.