Leo is a Frankfort, NY native and currently resides in Chittenango with his wife and daughter. Leo previously served on local community based not-for-profit Boards.

Professional Affiliations

• American Institute of Certified Public Accountants
• New York State Society of Certified Public Accountants

Education & Degree Awarded

• Utica College of Syracuse University, B.S. in Accounting

Specialized Expertise

• Development, Construction and Operations of Funded and Insured Housing Projects
• Low Income Housing Tax Credits
• Rental Assistance Demonstration (RAD) Program
• Financial Statement Preparation
• Uniform Guidance Not-For-Profits
• Employee Benefit Plans
• Tax Return Preparation and Planning for Individuals and Entities
• Tax Controversies
• Firm Continuing Professional Education
• Engagement Quality Control
• Firm Peer Review Oversight