Joseph J. Perez
Get to Know Me
Joe Perez is a partner with nearly 30 years of public accounting experience, serving not-for-profit, healthcare and community-based organizations, affordable housing developers, Federally Qualified Health Centers and social service agencies primarily throughout New York and New Jersey.
He oversees audit and tax services for affordable housing projects and a range of nonprofit organizations, supporting their financial needs so they can remain focused on their missions. His experience includes organizations that receive significant federal, state and local government funding, as well as entities subject to Uniform Guidance.
Joe has extensive experience serving complex networks of affiliated nonprofit and affordable housing entities, helping mission-driven organizations navigate evolving financial, regulatory, governance and compliance requirements. He works closely with management teams, audit and finance committees, and boards of directors on financial reporting, grant accounting and compliance, revenue recognition, internal processes and other financial and operational matters.
He is a Certified Public Accountant (CPA) licensed in New Jersey and New York.
Industry Expertise
Service Expertise
Learn More About My Story
Learn more about my professional experience and how I spend my time outside the firm.
Education:
- BS Accounting, Rutgers University
Professional Affiliations:
- Member, American Institute of Certified Public Accountants (AICPA)
- Member, New Jersey Society of Certified Public Accountants (NJSCPA)
- Member, New York State Society of Certified Public Accountants (NYSSCPA)
Joe extends his commitment to the nonprofit and healthcare sectors through community and professional leadership. He serves on the Board of Directors of Eric B. Chandler Health Center and previously spent more than 10 years on the board of Bridgeway Behavioral Health Services. He has also held leadership roles with the New Jersey Society of Certified Public Accountants’ Accounting and Auditing and Healthcare interest groups.