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Joseph Musumeci, Jr.

About Joe

Joe is a Tax Partner in our Owings Mills office with over 19 years of experience reviewing and preparing a variety of federal and state tax returns. He has a bachelor’s degree from Georgetown University and a Master of Business Administration degree with an accounting concentration from Loyola University Maryland.

Joe is a member of the American Institute of Certified Public Accountants, the Maryland Association of Certified Public Accountants and the Baltimore Estate Planning Council. He serves on the MACPA State Tax Committee.

Expertise

Joe provides tax and accounting services to engineering firms and financial institutions.  He specializes in accounting for income taxes including assisting businesses with the creation and maintenance of income tax calculation spreadsheets. Joe also provides tax, accounting, and consulting services to trusts, estates, and small businesses.

His specialties include: 

  • Personal income tax return preparation and planning
  • Business income tax return preparation and planning
  • Trust income tax return preparation and planning
  • Estate income tax return preparation and planning
  • Amended tax return preparation
  • IRS/State of Maryland representation
  • Financial statement audits
  • Income tax accounting
  • Personal property tax return preparation
Other Interests

When Joe isn’t spending time with his family, he’s probably out running! As an avid runner, Joe loves scheduling running meetings with his clients. He would be glad to answer your income tax questions while clicking off the miles. 

 

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What Clients are Saying

 

“Joe Musumeci is very responsive, he understands our business really well which enables him to understand and respond to our inquiries really quickly and thoroughly.” – Anonymous