Joe Bermudez, CPA

Partner

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.

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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

Education:

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

Personal and Civic Affiliations:

American Institute of Certified Public Accountants
California Society of Certified Public Accountants