Corey Caffarella

Corey Caffarella currently serves as Tax Manager at Rosewood Family Advisors since December 2021, following previous roles as Tax Manager at BDO USA, LLP and Tax Senior at PwC. With extensive experience in tax planning and assurance services, Corey manages a diverse client base that includes low income housing developers, closely held corporations, and high net worth individuals. Proficient in preparing various business and individual tax returns, including 990, 1065, and 1040, Corey also conducts in-depth research on tax issues specific to clients, such as tax credits for low income housing and financial reporting requirements for high net worth individuals. Corey started the accounting career as a Staff Accountant at Maemura & Co., CPAs LLP and holds a Master’s degree in Taxation from San Jose State University and a Bachelor’s degree in Accounting from California Polytechnic State University-San Luis Obispo.