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Joel M. Sachs is a Partner in the Tax and Business Services division of the Firm’s New Haven, Connecticut office. He specializes in accounting services, business advisory, financial statements, tax return compliance, tax return preparation, and personal income tax planning. As a Certified Senior Advisor, he also consults with elderly clients and their children on Medicaid, Medicare, and Social Security issues affecting their retirement and estate planning needs.
Mr. Sachs has more than 37 years of experience. He joined the Firm’s forerunner in 1977 upon his college graduation. He was promoted to Partner in 1985.
Professional & Civic Affiliations
American Institute of Certified Public Accountants (AICPA)
Connecticut Society of Certified Public Accountants (CSCPA)
REMEDY, Board of Directors
Greater New Haven Jewish Family Services, Board of Directors, Treasurer
Congregation B'Nai Jacob Synagogue, Endowment Fund Board Budget
and Personnel Committees
Camp Laurelwood, Board of Directors, Past President
Articles, Seminars & Presentations
Tax Changes for 2011 and 2012: An Overview, International Maintenance Institute, January 2012
Real Life Survival Guide, Bruce Barber Radio Show, November 2011
Protect Yourself from Rising Healthcare Costs and Taxes, Educational Seminar, June 2010
Accreditations & Designations
Certified Senior Advisor
Areas of Expertise
Tax Planning & Preparation
Business Advisory
Eldercare Advisory
Key Clients
Small & Mid-Size Businesses
Individuals
Professional Services
Retail
Education
Master of Taxation University of New Haven
Bachelor of Science, Accounting American University
