Joshua M. Pisa, CPA
Joshua M. Pisa is a Tax Director with Walters & Associates CPAs. As a member of the firm’s Tax group, Josh’s responsibilities involve comprehensive tax consulting, planning, compliance, and wealth management services. He has over 10 years of industry knowledge specializing in solving the unique issues his clients encounter. Josh has experience in individual taxation and wealth management, trusts and estates, private foundations, family partnerships, and other privately held businesses.
Josh serves a wide variety of clients including high net worth individuals, businesses, entrepreneurial families, athletes, professional sports organizations, health care providers, and real estate entities. These services often comprise taking a holistic approach to wealth planning that encumbers such things as income taxes, wealth and transfer planning, charitable giving, business transactions, and investment management.
Prior to joining Walters and Associates CPAs, Josh served as a Tax Director and Wealth Manager for a National Registered Investment Advisory firm that managed in excess of $1 Billion AUM, and was a top-ranked firm in the country by Forbes and Barron’s. In addition, Josh spent over 7 years at EY, LLP in Tampa, FL, most recently serving as a Tax Manager in the firms Private Client Services (PCS) group.
Josh is a registered CPA in the state of Florida and a member of the AICPA. Josh is an Enrolled Agent as awarded by the Internal Revenue Service, and also currently holds a Series 65 Investment Advisor Representative license. Josh earned a Bachelor of Science in Finance from the University of Tampa, and completed his Accounting and Tax course-work at the University of South Florida.