Joshua M. Pisa, CPA
Joshua M. Pisa is a Tax Partner 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 15 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, 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 more than $1 Billion and was a top-ranked firm in the country by Forbes and Barron’s. In addition, Josh spent close to 8 years at the Big 4 firm EY, 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 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 coursework at the University of South Florida.