Joseph Caplan Partner


Joseph has over 15 years of experience providing tax, advisory, and accounting services to owner-managed businesses in a variety of industries including real estate, manufacturing and distribution, entertainment, medical and dental professionals, and architecture and law firms. Joseph received his Bachelor of Science in Accounting from the College of Staten Island and Master of Business Administration from St. Peters University.

Industry Expertise

Closely Held Businesses
Real Estate
Manufacturing and Distribution

Professional Service Firms

Service Specialties

Accounting Services
Tax Compliance and Planning

Financial Reporting

Licenses & Certifications

Certified Public Accountant, New Jersey

Certified Public Accountant, New York


American Institute of Certified Public Accountants
New Jersey Society of Certified Public Accountants (Treasurer of the Monmouth/Ocean Chapter)

New York Society of Certified Public Accountants (Former Chair of the Accounting & Review Services Committee)
National CPA Health Care Advisors Association

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