FLSV LLP
Joseph Roberts, CPA, currently serves as a Tax Manager at FLSV LLP as of January 2024. Previously, Joseph held the position of Tax Director at CLA (CliftonLarsonAllen) from January 2019 to January 2024. Earlier experience includes roles as a Senior Accountant at Schenck SC from September 2016 to December 2018 and as a Supervisor at UWM Sandburg Emporium from August 2013 to May 2016. Joseph also completed internships at MetLife and Schenck SC in 2015. Joseph's early experience includes working at Culver Franchising System, Inc. and providing seasonal help at J. J. Keller & Associates, Inc. Joseph holds a Master’s Degree in Professional Accounting and a Bachelor of Business Administration in Accounting and Finance from the University of Wisconsin-Milwaukee.
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FLSV LLP
Frankel Loughran Starr & Vallone LLP (FLSV), a premier accounting, tax advisory and compliance firm focused primarily in the financial services industry, was formed in 1995 by senior professionals from Ernst and Young and Morgan Stanley. Clientele is comprised of leaders and innovators in the fields of investment banking, asset management, private equity, venture capital, real estate and hedge funds. Providing end to end service, our practice offers expertise in accounting, tax advisory and compliance, operations, carried interest and investor services. Our commitment is to provide a multi disciplined, highly experienced team as a transparent extension to each client’s finance organization. Today with 90 professionals in 2 offices servicing sophisticated clients across the globe with Capital Commitments totaling $60 Billion, we take enormous pride in our organization’s growth through client relationships and referrals- a testament to our business expertise and passion for what we do. We strive to improve our client’s profitability … always aware that our success and growth is directly related to theirs. We at FLSV understand the importance of building a longstanding and valued relationship with our clients and remain committed to upholding the values on which our firm was founded.