Joe is a tax leader in our Baltimore office with over 17 years of experience reviewing and preparing a variety of federal and state tax returns. Joe provides auditing and accounting services to financial institutions. He specializes in accounting for income taxes including assisting businesses with the creation and maintenance of income tax calculation spreadsheets. 

Brandon works exclusively with YHB’s Financial Institutions Team and is an audit and tax leader. He regularly consults with clients on wide variety of tax matters facing financial institutions, including ASC 740 technical topics, tax credits, mergers and acquisitions, and income tax related disclosures.

Jenny is a 2001 graduate of Old Dominion University where she earned her bachelor’s in both Accounting and Finance. Jenny joined the YHB Financial Institution team in October of 2017. Jenny’s experience includes all aspects of financial institution taxation compliance and consulting. Her unique combination of financial institution tax experience is an asset to the team.