Leone, McDonnell & Roberts, PA Announces Promotion
A Certified Public Accountant in both New Hampshire and New York, Joe has nearly 30 years of experience in public accounting, with nearly 14 of those with Leone, McDonnell & Roberts, joining the firm in 2005.
Joe works out of our Stratham, New Hampshire office where he is responsible for managing client relationships and staff. He is a member of the American Institute of Certified Public Accountants (AICPA), the New Hampshire Society of Certified Public Accountants (NHCPA) and the New York State Society of Certified Public Accountants (NYSSCPA). Joe specializes in financial planning, investments, retirement plans and insurance, as well as tax return preparation and planning for individuals, corporations, partnerships, trusts and estates, gift taxes, nonprofits and retirement plans. He attributes his success to his friends, family and the numerous influential colleagues he has worked with over the years.
Raised on Long Island, New York, Joe attended the University at Buffalo – State University of New York graduating with a Bachelor of Science in Accounting and Finance. Today, he resides in Exeter, New Hampshire where he enjoys boating, playing golf and spending time with family and friends.
“Joe is an outstanding representative for our firm and is truly deserving of this promotion to shareholder,” said Managing Partner Jack Callahan. “He is extremely committed to his work and ensuring our clients are 100% satisfied.”