Josh Pisa, CPA, EA

Partner at Walters & Associates CPAs
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Contact Information
us****@****om
(386) 825-5501
Location
Sarasota, Florida, United States, US
Skills

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Bio

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Credentials

  • Certified Public Accountant (CPA)
    Florida DBPR
  • Enrolled Agent (EA)
    Internal Revenue Service
  • Series 65 - Investment Adviser Representative
    Financial Industry Regulatory Authority (FINRA)

Experience

  • Walters & Associates CPAs
    • United States
    • Accounting
    • 1 - 100 Employee
    • Partner
      • Oct 2021 - Present

    • Tax Director
      • Jul 2020 - Sep 2021

  • Walters Strategic Advisors
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Director Wealth Management
      • Sep 2020 - Present

  • Doyle Wealth Management
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Tax Director
      • Jan 2018 - Jul 2020

  • EY
    • United Kingdom
    • IT Services and IT Consulting
    • 700 & Above Employee
    • Tax Manager
      • Oct 2016 - Dec 2017

    • Tax Senior
      • Aug 2012 - Sep 2016

      Private Client Services

    • Senior Financial Planner
      • Oct 2010 - Aug 2012

  • Wells Fargo
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Specialist
      • Apr 2005 - Oct 2010

Education

  • University of South Florida
    Accounting
    2009 - 2012
  • University of Tampa - John H. Sykes College of Business
    Bachelor's Degree, Finance
    2001 - 2004

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