Jo Cheung joined the firm in August 2020. She’s a graduate of Baruch College with a Bachelor of Science degree in accounting. Jo has over 25 years of public accounting experience in many facets of federal, state, local and fiduciary income taxation. She works with closely held businesses of all types on both corporate and individual tax issues and advises on tax aspects of transactions. She has broad experiences in tax compliance and consulting services, especially in the areas of federal and multistate taxation, partnerships, and S Corporations, as well as estate, fiduciary and individual taxation and planning. Her client base includes real estate, law firms, manufacturing, insurance companies and agencies, financial services, and not-for-profit organizations.
- American Institute of Certified Public Accountants (AICPA)
- New York State Society of Certified Public Accountants (NYSSCPA)