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Joseph Leocata, JD, CPA, MBA

Director - Tax, Controversy

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