Joseph Perez

WithumSmith+Brown, PC
Partner

Phone:

908-240-2766 | Secondary: 732-964-9333

Address:

One Tower Center Boulevard, East Brunswick, NJ 08816

Biography:

Certified Public Accountant with over 25 years experience specializing in providing audit, tax and advisory services to privately held entities. Licensed in New Jersey and New York, I have a concentration working with both for-profit and not-for-profit real estate operators and developers which typically include senior living, affordable housing and low-income housing tax credit projects. In addition, I work with and provide support to many community-based organizations that provide government funded health and social services to local communities. My experience has afforded me the opportunity to understand the complexities of dealing with tenant matters, regulatory agreements and government funded programs. I am committed to assisting businesses achieve their compliance objectives while delivering precise, insightful and outside-the-box solutions to matters as they arise.

An effective communicator and collaborator, I develop strong working relationships with clients. Understanding the unique aspects of their business provides me with the opportunity to assist in tailoring strategies addressing their specific challenges, which adds strategic value beyond mere compliance.

I am a member of board of trustees and former chairman of the board of Bridgeway Behavioral Health Services in Union, New Jersey as well as a board and finance committee member of Eric B. Chandler Health Center in New Brunswick, New Jersey.

A good referral for me is:

Financial executives from controller to chief financial officer working with privately held companies or not-for-profit real estate operators/developers who need the insight and resources that a large regional CPA firm can provide; Middle market lenders to businesses ranging in size from $5mil to $50mil of revenues; Board of director members of not-for-profit organizations.