Sullivan, Joe

Summary of Experience:

Mr. Sullivan brings more than 15 years of experience in public accounting, working with both publicly held and privately owned companies. He primarily works with middle market and emerging companies in a variety of industries and is actively involved in the local life science and technology industries. With a passion for bringing financial clarity and direction to every client, Mr. Sullivan’s aptitude and knowledge for these industries provides clients with invaluable service.

Mr. Sullivan’s primary focus is providing tax planning and compliance services to companies and business owners, including merger and acquisition structuring, state and local tax minimization, tax incentive consulting, financial statement modeling and stock option planning. He also has extensive experience with ASC740, accounting for income taxes.

Mentoring Services Provided:

“I am passionate about working with emerging companies and their founders. My goal is to become a trusted advisor who helps these companies with proactive planning, based on sound and timely financial data. My background is primarily in tax, but as part of one of the largest local CPA firms in the Portland area, we also can provide additional expertise in accounting, assurance or IT consulting.”