After receiving his Bachelor’s Degree from Nichols College in Dudley, Massachusetts, Joe spent his career concentrating in individual and business taxation but also spends a great deal of time in providing audit, accounting and consulting services, working closely and directly with his clients. He has achieved the designation of personal financial specialist from the American Institute of Certified Public Accountants and serves as a volunteer on advisory and other boards for several charitable organizations and is a member of the Board of Directors of the Marlborough Regional Chamber of Commerce.  Joe currently serves as the firm's managing partner.