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Joe is a member of both the American Institute of Certified Public Accountants (AICPA) and the Florida Institute of Certified Public Accountants (FICPA). He is a member of the Estate Planning Council of Broward County and has served on its board of directors. Joe is past president of the Rotary Club of Coral Springs.   

Joseph D. Leo, CPA

Partner

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JOINED KMC IN: 1978
EMAIL: joe.leo@kmccpa.com
OFFICE: (954) 771-0896

Joseph D. Leo, CPA, is the managing partner of Keefe McCullough He has been in public accounting and with the firm since 1978. He helps businesses with management consulting and compilations, reviews and audits. Joe also provides financial, management, tax consulting and tax preparation services to closely held businesses, partnerships, corporations and individuals.

Specialties

  • Tax planning and consultation for personal and estate planning purposes

  • Trustee services

  • Business tax planning and consulting

  • Closely held business succession planning

  • Financial projections and budgets

  • Implementation of accounting systems and procedures

Education

  • B.B.A. (Accounting), Stetson University School of Business Administration

Professional Organizations

  • American Institute of Certified Public Accountants

  • Florida Institute of Certified Public Accountants

  • Estate Planning Council of Broward County (former director)

Community Leadership

  • Rotary Club of Coral Springs (past president) 

Our engineering firm has been around since 1956, so we know the value of experience. That’s one of the reasons we trust Joe Leo with our accounting work. He is in his fourth decade at KMC. Joe has seen it all and done it all. Our company and Joe’s company also share the same values — a dedication to high-quality work and customer service.

- Randall Basso, CGMA, CFE, CPA, Russell Engineering, Inc.