Joseph Bellante, CPA
Director
Joseph Bellante, CPA
Director
Professional
With all of the challenges and changes, helping clients get the best outcome through planning is how we create value to every relationship.
Joseph Bellante joined the firm in 1995 when his former firm, Tobin & Waldstein, merged with Walter Shuffain. He works with closely held businesses and their owners.
An immensely experienced tax professional, Joseph serves clients in real estate, manufacturing, wholesale distribution, private equity, construction and professional services. He also provides tax advisory services to high-net-worth individuals. With more than three decades of experience in accounting, Joseph earns the trust of clients through guidance on corporate, partnership, and individual taxation issues. Performing tax research, he is often guiding clients on tax updates that impact them while planning ahead for their tax mitigation and reporting.
Inside the firm, Joseph is adept at evaluating new software and providing staff training. He often consults on complex tax transactions and issues for many of the firm’s clients, particularly partnership and corporate matters. Joseph studied accounting and graduated with a bachelor’s degree in business administration from Boston University. He is an active member of the American Institute of Certified Public Accountants and the Massachusetts Society of CPAs.
Personal
Joseph and his wife have three children, a son and two daughters. For 20 years, Joseph volunteered as a youth baseball coach. He served as treasurer of his local baseball league for 15 years as well as treasurer for his local Pop Warner league for three years. Joseph enjoys watching the Patriots, Red Sox, Celtic and Bruins (in that order). He also plays fantasy football and golfs whenever time allows. Joseph adds that the family also has three cats, and it is often like having three more children!
Contact:
p: 617.447.2785
My ideal is traveling, playing golf and spending more time with my family.