Joe has worked in public practice throughout his entire career and sold his practice in 2022.  Prior to becoming a sole practitioner in 1996 he was in a partnership in the firm of Levy, Feldman, Truscott & Co. Chartered Accountants. Joe’s vision was to build a firm that reflected his personal vision and goal to provide the highest level of personal service to clients who require a broad range of services – big firm advise at a price you can afford.

Joe is a board member of both the Hamilton and Niagara Canada Revenue Agency Tax Consultation Steering Committees, a member of the Canadian Tax Foundation, the Society for Trust and Estate Practitioners and on various other tax advisory boards and organizations.

Joe earned both a Marketing & Accounting diploma from Mohawk College, his Bachelor of Business Management Degree (B.B.A.) from Ryerson University and his Certified Management Accountant designation (C.M.A.) from the Society of Management Accountants. Joe obtained his Chartered Accountants designation with The Institute of Chartered Accountants of Ontario and most recently, his Trust & Estate Planners Designation from the Society of Trust & Estate Practitioners.

During his early years of practice, Joe was involved in various aspects of setting and marking national examinations in the areas of income tax, accounting and auditing for The Institute of Chartered Accountants of Ontario, The Society of Management Accountants, The Ontario School of Accountancy, York University and other educational institutes.

Joe has previously worked closely with The Institute of Chartered Accountants in the capacity of Practice Inspector auditing CA firms’ adherence to the Institute’s professional standards, and as Practice Investigator, probing charges of professional misconduct against Chartered Accountants. Joe continues his close ties to The Institutes of Chartered Accountants as a member of the Applications Committee.

Joe has lectured in a variety of areas of Income Tax, Financial and Cost Accounting for Mohawk College, The Institute of Chartered Accountants, The Society of Management Accountants and The Certified General Accountants of Ontario.