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Insurance Advisors, LLC

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Joseph Burnett , CPA

Partner, Tax Services Group

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Experience

  • Over 20 years’ experience providing personalized tax planning and compliance services to family-owned, foreign-owned, private equity and venture-backed businesses
  • Offers pragmatic, results oriented solutions to clients' challenges and needs.
  • Extensive experience serving technology and life science companies, specifically within the software, medical device and pharmaceutical sectors
  • Dedicated to the start-up community within Greater Boston, serving as a mentor and frequent speaker on tax and accounting matters

Education

  • Bachelor of Science degree in Accounting- Binghamton University

Professional

  • Massachusetts Society of Certified Public Accountants (MSCPA)
  • American Institute of Certified Public Accountants (AICPA)
Return to all people
“Understanding the unique challenges and opportunities that family owned and venture backed businesses face helps me deliver customized solutions that optimize tax efficiency and ensure compliance. It’s great to be part of a team dedicated to navigating the tax landscape with confidence and clarity.”

Recent Articles

global Tax
Personal Casualty Losses: What’s Deductible?

By Joseph Burnett

global Tax
MA Governor Launches HireNow Grant Program

By Joseph Burnett

global Tax
The New MA Pass Through Entity Excise Tax: Take Action Before Year End

By Joseph Burnett

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