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Joseph Leocata, JD, CPA, MBA

Senior Manager of Tax Services

Joseph Leocata has more than 10 years of experience representing and advising clients in federal, state and local tax controversy matters.

Leocata works closely with high-net-worth individuals, partnerships, corporations and not-for-profit organizations on tax matters involving income, sales and use, payroll, estate and gift, tax-exempt and residency tax issues.

Areas of Focus

  • Denials of refund claims
  • Dispute resolution
  • Federal, state and local audit defense
  • IRS collection matters
  • Nexus studies
  • Offers in compromise
  • Penalty abatements
  • Representation before appeals, hearings, conciliation conferences and U.S. Tax Court
  • Tax-exempt applications and reinstatements
  • Voluntary disclosure agreements

Education

  • Touro University Jacob D. Fuchsberg Law Center – Juris Doctor
  • St. Joseph’s University of New York – Master of Business Administration in Accounting
  • St. Joseph’s University of New York – Bachelor of Science in Accounting

Industries Served

  • Closely held businesses
  • Construction
  • Food and beverage
  • High-net-worth individuals and families
  • Manufacturing and distribution
  • Multi-national companies
  • Not-for-profit organizations
  • Professional services
  • Real estate
  • Retail
  • Technology

Affiliations