In his role as Senior Associate, Paul provides an extensive variety of accounting and financial services to clients, including investment administration, detailed net worth reporting, analysis of expenses, investment account reconciliation, budgeting, cash flow planning, payroll administration, and tax planning coordination. Paul possesses an exceptional work ethic and is dedicated to ensuring a high level of service for his clients. 

Paul joined JDJ in 2023 with more than ten years of experience in public accounting. Paul was a Senior Accountant at a firm that provides tax and accounting services to healthcare providers. Paul reviewed and prepared individual, partnership, S-corp and corporate tax returns. He assisted clients with tax planning strategies and communicated tax projections and estimated taxes. His duties included managing clients’ trial balances, preparing monthly financial statements, and managing cash flow and bill pay for clients. Paul’s prior roles include Senior Tax Analyst, Staff Accountant, and Lead Compliance Auditor where he gained valuable tax preparation and audit experience across several industries. 

Paul earned a Bachelor of Science in Accounting from Saint Vincent College and is a Certified Public Accountant.