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Hired: 2013

Education:

  • Oregon State University B.S., Business Administration with an Accounting Focus

Practice Emphasis:

  • Income tax compliance and consulting for both publicly held and privately owned companies
  • ASC 740, Accounting for income taxes
  • Industry specialty areas include technology, life sciences, professional services, and financial institutions

Connect with Joe

Joe Sullivan, CPA

Joe has 15 years of experience, beginning his career with a Big 4 Firm and spending 8 years with Moss Adams prior to joining Delap in 2013, 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 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 within the firm, 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.

Involvement:

  • Oregon Society of Certified Public Accountants
  • American Institute of Certified Public Accountants
  • Oregon Bio Association
  • Technology Association of Oregon
  • Oregon Board of Accountancy Complaints Committee