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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)
Return to Our People
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