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Company Overview - Leading clients through tax planning, Rental Real Estate, Stock Options and more.

Leadership

Joe Twardy, public accountant offering Debt and Equity Financing, Independent Reports, Internal Controls and more.Joseph T. Twardy, Jr., CPA

Joe is the principal and founder of TwardyCPA. He brings over 30 years of extensive business experience to help clients achieve their business and personal goals.

Joe holds two full CPA licenses granted under the authority of:

  • Massachusetts Board of Public Accountancy
  • New Hampshire Board of Accountancy

Both licenses include full reciprocity to practice public accounting in all 50 states, the District of Columbia, and five U.S. territories: American Samoa, Guam, the Northern Mariana Islands, Puerto Rico and the U.S. Virgin Islands.

Licensed CPA practitioners are the only individuals or firms who can issue independent reports of any kind on financial statements of business entities or other organizations. Licensees also provide services to include but not limited to one or more kinds of management advisory or consulting services, preparing tax returns or providing advice on tax matters. 

Joe provides expertise in the following areas:

  • Accounting and bookkeeping
  • Auditing and attestation services
  • Business modeling and forecasting
  • Financial analysis and planning
  • Internal controls
  • Software applications
  • Tax planning, compliance and return preparation:
    • Estate and gift taxes
    • Income taxes
    • Trusts

He has worked with clients in a variety of industries, including architecture and engineering, construction, consulting, emerging technologies, family-owned businesses, hospitality, information technology, law firms, medical and dental practices, nonprofit organizations, professional services, and real estate development.


Community Involvement

Joe serves on the board of directors of The Cannonball Foundation and The Nonprofit Net, Inc. 


Education

Rensselaer - why not change the world?


Bachelor of Science, Electrical Engineering

Boston University Questrom School of Business


Master of Business Administration, with Honors

Bridgewater State University

 

Postgraduate Accounting Courses

Stonehill College

 

Postgraduate Accounting Courses

 

Collegiate Faculty

Lasell College

Joe has served on the faculty of Lasell College in Newton, MA as an Adjunct Professor in the Accounting and Finance Dept. He is a certified lecturer for the following undergraduate courses:

  • Accounting for Governmental and Nonprofit Entities
  • Accounting Information Systems
  • Managerial Accounting

 

 

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