Joe has 15 years of experience, beginning his career with a Big 4 Firm and most recently spending 8 years with Moss Adams, working with both publicly held and privately owned companies. He primarily works with middle market and emerging companies in a variety of industries and is actively involved in the manufacturing & distribution, life sciences, and technology 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.
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.
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 currently resides in West Linn with his wife and three young children and enjoys being active in the local community. A graduate of Oregon State University, Joe also likes keeping up with and supporting sports within his alma mater.
Making the move to Delap was an important decision for Joe, who says, “I joined Delap because of the people. It was clear to me that Delap has a unique culture along with talented professionals, making it a great place to build a long-term career, provide value to clients, and achieve both professional and personal goals.”