Joe Twardy

Joe Twardy, CPA

Senior Tax and Advisory Consultant

Joe is a licensed CPA with 18 years of public accounting experience. In 2010, he started his own CPA practice, growing it into a thriving business of more that 250 clients. In addition to being a seasoned tax practitioner, Joe’s possesses specialized expertise helping clients navigate tax impact and related planning in connection with income that was derived from the exercise of employer stock options. Joe also performs financial statement reviews for midsized nonprofit organizations. A key success factor for Joe over the years has been helping clients to better understand complex financial, accounting and tax issues, allowing them to make better financial and tax decisions for themselves, their families and their organizations.


Prior to becoming a CPA, Joe spent three decades in the high-tech electronics industry, serving in various sales management roles. He proved that one could successfully make a radical career change in one’s 50’s and clients and colleagues alike value the skills that Joe brings to each client situation.


Education:

·   Bachelor of Science in Electrical Engineering, Rensselaer Polytechnic Institute (RPI)

·   Master of Business Administration, Cum Laude, Boston University


Certifications:

·   Certified Public Accountant (CPA) – MA and NH


Professional Affiliations and Memberships

·   American Institute of Certified Public Accountants

·   New England Society of Certified Public Accountants


Volunteer Affiliations

·   Treasurer, The Oakledge Association (a $400K per year homeowner’s association)



Outside of work…

Joe enjoys spending time with his family and grandsons both at home and wherever they reside. His interests include boating on Lake Sunapee, entertaining at home, grilling on the deck, gardening, traveling to new places (most recently, Prague and the Danube), and adding to his wine collection. Joe enjoys reading nonfiction books when time allows and a favorite movie is “Dances With Wolves”. He is an avid bridge player who’s earned over 250 Master Points.