Tax & Business
About Partner
Josh is the Partner in Charge of the firm’s San Diego office, a member of the Firm’s Executive Committee, serves as the chairman of its Tax Department and is also a member of the Firm’s Wealth Management division – DK Wealth Management LLC. He has over 25 years in public accounting focused on providing both business and tax consulting services to a broad range of clients with a primary focus on small to middle market companies in the real estate, construction, professional services, manufacturing and distribution industries. He also has extensive experience working with high-net-worth individuals, closely held businesses, corporations, and partnerships. Josh is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants.
Industry Focus
- Construction
- Manufacturing and Distribution
- Professional Services
- Real Estate
Practice Focus
- Complex Real Estate Transactions
- Business consulting with small to middle market companies
- Tax Consulting and Compliance
- Wealth Management
Professional & Civic Affiliations
- American Institute of Certified Public Accountants (AICPA)
- California Society of Certified Public Accountants (CalCPA)
Education
Bachelor of Science, Accounting
National University