Josh brings over ten years of public accounting experience to his client engagements. He provides audit and assurance services to clients in the real estate industry, including affordable housing projects and construction and engineering companies. In the affordable housing industry, Josh’s clients are nonprofit and for-profit organizations. Josh has performed a wide range of financial reporting services, including audits, reviews, compilations, and agreed upon procedures for residential, multifamily, and commercial properties. He has experience serving multifamily housing and LIHTC clients and addresses the audit and compliance requirements of this industry sector. In addition to LIHTC audits, Josh has performed TCAC cost certifications. Josh has performed audits in accordance with the standards established by the Department of Housing and Urban Development (HUD). He is also experienced in conducting audits in accordance with the Generally Accepted Governmental Auditing Standards (GAGAS) or Yellow Book audits. Josh assists his clients with complex ownership distribution calculations. He also provides FAR 31 overhead rate audits.
Josh is a graduate of Cal Poly San Luis Obispo and has a bachelor’s degree in business administration with a concentration in accounting. He is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants. Josh is a Certified Public Accountant in the state of California.
Professional and Community Involvement
American Institute of Certified Public Accountants
California Society of Certified Public Accountants