Joseph M. Falbo Jr., CPA, CGMA

 

"I’m motivated and inspired by helping others achieve.

As an associate or client of our firm, you will benefit from our culture of listening and understanding what is most important to you, and how you define success. Understanding your goals allows us to create a dynamic environment; an environment that enables us to provide business advisory and technical skills tailored specifically for you, ultimately helping you achieve your goals."

                                                                                                                               -Joseph M. Falbo, Jr., CPA, CGMA

As Szymkowiak & Associate's Tax Partner, Joe goes the extra mile to ensure our clients receive the best service and planning to suit the exact needs of the individual or business. He is determined to assist all clients succeed in reaching their goals.

Professional Experience

  • Szymkowiak & Associates CPAs, PC, Tax Partner (2018-Present)
  • Tronconi Segarra & Associates LLP, Executive Committee Member (2012-2018)
  • Tronconi Segarra & Associates LLP, Partner (2008-2018)
  • Swiantek & Falbo LLP (formerly Armitage, Swiantek & Falbo, LLP) Partner (1991-2008)

Areas of Expertise

  • International tax planning, consulting & compliance
  • U.S. - Canadian Tax Treaty optimization for business & individuals
  • U.S. corporate taxation planning, consulting & compliance
  • Entity selection & structuring for domestic & international businesses
  • Individual taxation compliance & planning, domestically & internationally, Expatriates & non-resident Aliens.
  • Cost sharing & transfer pricing studies for domestic & international clients

Education

  • Niagara University, Lewiston, New York
  • B.S. Accounting, 1991

Affiliations

  • Certified Public Accountant, New York State
  • Chartered Global Management Accountant (CGMA)
  • American Institute of Certified Public Accountants (AICPA)
  • AICPA Board of Directors (2018-Present)
  • NYS Representative on the AICPA Council (2010-Present)
  • AICPA Private Company Practice Section Executive Committee member (2010-2014)
  • Member of Tax Division
  • New York State Society of Certified Public Accountants (NYSSCPA)
  • President (2015-2016)
  • President Elect (2014-2015)
  • Chair, Nominating Committee (2012)
  • Secretary/Treasurer (2009-2011)
  • Vice President (2008-2009)
  • Chair, Governance Subcommittee (2006-2008)
  • Board of Directors & Executive Committee Member (2005-2016)
  • President, Buffalo Chapter (2004-2005)
  • Vice President & President-Elect, Buffalo Chapter (2002-2004)

 

 

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