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Joe Bermudez, CPA
Partner



Phone (707)-525-3969
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Professional Experience Includes:

2019 - Present Partner, Dal Poggetto & Company LLP, Santa Rosa

2017 - 2018 Senior Manager, Dal Poggetto & Company LLP, Santa Rosa

2014 - 2017 Manager, Dal Poggetto & Company LLP, Santa Rosa

2013 - 2014 Senior Accountant, Dal Poggetto & Company LLP, Santa Rosa

2010 - 2013 Staff Accountant, Dal Poggetto & Company LLP, Santa Rosa

Areas of Specialization:

Managing accounting and income tax services engagements for privately-held businesses and their owners.

Developing income tax planning strategies.

Planning for the tax aspects of business acquisitions.

Professional and Civic Affiliations:

American Institute of Certified Public Accountants

California Society of Certified Public Accountants

Education:

Sonoma State University, Rohnert Park, B.S. Business Administration - Accounting Emphasis, August 2010