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Partner | CPA | CEPA®
Education: Oregon State University, B.S., Business Administration
Joe primarily works with middle-market and emerging companies in a variety of industries and is actively involved in the local technology and life sciences industries. With a passion for bringing financial clarity and direction to every client, Joe’s accompanying aptitude and knowledge for these industries provides clients with invaluable service.
As a partner, Joe’s primary focus is providing tax planning and compliance services to companies and business owners, including merger and acquisition structuring, state and local tax minimization, tax incentive consulting, financial statement modeling, and stock option planning. Joe also has extensive experience with ASC 740, Accounting for Income Taxes. With over 15 years of experience, Joe is able to maximize a client’s potential while also setting a strategic course for the future. He is also a Certified Exit Planning Advisor (CEPA®).
Joe started his career with a Big 4 Firm and spent eight years with a large regional firm prior to joining Delap in 2013.
A native of Bend, Oregon, Joe’s love for the outdoors is evident through his enjoyment of a wide array of activities from running and hiking to fishing and white water rafting. Joe enjoys being active in the local community with his wife and three children. A graduate of Oregon State University, Joe also likes keeping up with and supporting sports within his alma mater.