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Joseph Leocata, JD, CPA, MBA

Associate Director of Tax Services

Joseph Leocata has nearly 15 years of experience representing and advising clients in federal, state and local tax controversy matters.

Leocata works closely with high-net-worth individuals, partnerships, corporations and not-for-profit organizations on tax matters involving income, sales and use, payroll, estate and gift, international information reporting penalties and procedure, tax-exempt and residency tax issues.

Areas of Focus

  • Aduit defense (federal, state and local)
  • Denials of refund claims
  • Dispute resolution
  • IRS collection matters
  • Nexus studies
  • Offers in compromise
  • Penalty abatements
  • Representation before appeals, hearings, conciliation conferences and U.S. Tax Court
  • Tax-exempt applications and reinstatements
  • Voluntary disclosure agreements

Education

  • Touro University Jacob D. Fuchsberg Law Center – Juris Doctor
  • St. Joseph’s University of New York – Master of Business Administration in Accounting
  • St. Joseph’s University of New York – Bachelor of Science in Accounting

Industries Served

  • Closely held businesses
  • Construction
  • Food and beverage
  • High-net-worth individuals and families
  • International information reporting penalties and procedure
  • Manufacturing and distribution
  • Multi-national companies
  • Not-for-profit organizations
  • Professional services
  • Real estate
  • Retail
  • Technology

Affiliations