Joseph A. Wallace
Joseph Wallace is a certified public accountant with over 18 years of public accounting experience. Based in CohnReznick’s Charlotte office, his focus in on both partnership and individual tax law. Joe has experience with a wide range of federal and state tax credits including low-income housing tax credits, historic tax credits, New Markets tax credits, and energy credits. His work includes tax compliance, tax planning, and tax consulting for real estate clients. He also works with individuals and other small businesses.
Joe’s key responsibilities at CohnReznick include the planning, preparation, and review of tax and consulting engagements. He is also involved in training, supervising, and mentoring associates in the tax department and helps create and update the processes and work papers used within that department.
B.S., Accounting, Wake Forest University
M.S., Accounting, Wake Forest University