Joseph J. Montalto, CPA
Joe has been a principal with the firm since December 2012, having started with us in June of 1999. He received his Certified Public Accounting license in 2002. Joe’s experience with the firm includes performing tax and consulting services for a full range of business sectors. Joes experience encompasses everything from medical, manufacturing, financial & lending, to the construction, insurance, retail and wholesale industries, and also food service, freight forwarding, computer & technology, farming, and real estate industries.
Additionally, Joe performs tax planning and preparation services for individual and fiduciary clients. His audit experience includes performing audits of not-for-profit organizations, housing authorities, low income housing tax credit projects, financial institutions, municipalities and local colleges.
A graduate of Kingston High School in 1994 and Ulster County Community College with an Associates Degree in Business Administration in 1996, Joe continued his studies at the State University of New York at Oneonta. In 1999 Joe graduated from SUNY Oneonta with a Bachelor of Science, Accounting degree and a Finance Minor. After graduation, Joe returned to the Kingston area.
He has been a member in the American Institute of Certified Public Accountants and the New York State Society of Public Accountants since 2003.
Joe is an active member of several local community organizations and has been serving as the Treasurer of the Mt. Marion Fire Company since 2009. He currently resides in the Kingston area with his wife Jen and their three daughters Juliona, Adrianna and Giovanna.
To contact Joe, please call (845) 336-7183 or send an email to email@example.com