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Joseph J. Montalto, CPA

© Thomas P. Kennedy/Rill Song Studios, 2021

Joseph J. Montalto, CPA

Joe has been a shareholder with the firm since 2017, 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. Joe’s 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 Associate 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.

Professional/Industry/Community Affiliations:

  • New York State Society of Certified Public Accountants (NYSSCPA) – Member
  • American Institute of Certified Public Accountants (AICPA) – Member
  • Mental Health Association of Ulster County – Chairman of the Finance Committee

Education:

  • SUNY Oneonta, Bachelor of Science in Accounting

Licenses / Certifications:

  • Certified Public Accountant, New York
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