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Joshua Oberndorf
Joshua Oberndorf is a tax advisor based in New York with JBO Accounting Services LLC. They work primarily with clients in the fields of law, medicine, advertising, consulting, technology, and other professional services. However, they have clients from all walks of life. They also have a passion for small businesses, their owners, and everything related to their formation, operations, and tax strategies. They provide tax, advisory, high-net-worth individual consulting, and retirement planning services. Work with Joshua through Harness.
Experience
Experience: Previously, Joshua worked at the “Big 4” public accounting firm Ernst & Young (EY) and also EisnerAmper. He also acted in a CFO capacity at companies like 456 Growth Media.
Education: Miami University – Bachelor of Science – BS, Accountancy
Specialization
- Private Client Services (PCS)
- HNW Individuals
- Closely Held Businesses
- CFO Work and Corporate Strategy
- Partnership Planning
- Personal Financial and Retirement Planning
Services
-
Tax Prep
$1,500+
-
Tax Planning
$300/hr
-
Equity Tax Planning
$500/hr
-
Business Taxes
$500/hr
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