Joseph M. Falbo, Jr., CPA, CGMA

"I’m motivated and inspired by helping others achieve. As an associate or client of our firm, you will benefit from our culture of listening and understanding what is most important to you, and how you define success. Understanding your goals allows us to create a dynamic environment; an environment that enables us to provide business advisory and technical skills tailored specifically for you, ultimately helping you achieve your goals."

As Szymkowiak & Associate’s Tax Partner, Joe goes the extra mile to ensure our clients receive the best service and planning to suit the exact needs of the individual or business. He is determined to assist all clients succeed in reaching their goals.

Professional Experience
  • Szymkowiak & Associates CPAs, PC, Tax Partner (2018-Present)

  • Tronconi Segarra & Associates LLP, Executive Committee Member (2012-2018)

  • Tronconi Segarra & Associates LLP, Partner (2008-2018)

  • Swiantek & Falbo LLP (formerly Armitage, Swiantek & Falbo, LLP) Partner (1991-2008)
Areas of Expertise
  • International tax planning, consulting & compliance
  • U.S. – Canadian Tax Treaty optimization for business & individuals
  • U.S. corporate taxation planning, consulting & compliance
  • Entity selection & structuring for domestic & international businesses
  • Individual taxation compliance & planning, domestically & internationally, Expatriates & non-resident Aliens.
  • Cost sharing & transfer pricing studies for domestic & international clients
Education
Affiliations
  • Certified Public Accountant, New York State
  • Chartered Global Management Accountant (CGMA)
  • Member of American Institute of Certified Public Accountants (AICPA)
  • AICPA Board of Directors (2018-Present)
  • NYS Representative on the AICPA Council (2010-Present)
  • AICPA Private Company Practice Section Executive Committee member (2010-2014)
  • Member of AICPA Tax Division
  • President of NYSSCPA (2015-2016)
  • President Elect of NYSSCPA (2014-2015)
  • Chair, Nominating Committee of NYSSCPA (2012)
  • Secretary/Treasurer of NYSSCPA (2009-2011)
  • Vice President of NYSSCPA (2008-2009)
  • Chair, Governance Subcommittee of NYSSCPA (2006-2008)
  • Board of Directors & Executive Committee Member of NYSSCPA (2005-2016)
  • President, Buffalo Chapter of NYSSCPA (2004-2005)
  • Vice President & President-Elect, Buffalo Chapter of NYSSCPA (2002-2004)