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Joseph A. Licata

Joe Licata is a certified public accountant (New York and New Jersey) with over twenty-five years' experience in public accounting, first with a large international firm, and then as a partner in Rayfield & Licata, where he specializes in family-owned businesses, foreign-owned and domestic businesses, and the individuals who own them, and in the area of taxation.

His range of professional services for businesses includes organization structuring, cost reduction programs, and buying and selling businesses.

His taxation expertise includes tax planning and compliance, representing clients before taxing authorities, assisting in drafting shareholder and partnership agreements, structuring business acquisitions and divestitures, structuring settlement agreements in business disputes, and preparing corporate income tax returns.

His experience in providing financial service for individuals includes retirement planning, estate tax planning, personal financial planning, tax planning, education planning, representing clients under federal, state or city tax examination, insurance reviews to assure proper insurance coverage at the lowest cost, and preparing estate, gift, trust, and income tax returns.

His other specialties include an array of services for family-owned businesses, state nexus questions to eliminate or reduce state taxes, and innovative handling of federal and state tax audits.

Licata received his accounting degree from Georgetown University in 1982. He is a member of the following professional organizations: [insert]

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Areas of Experience:

  • Accounting

  • Taxation

  • Financial Planning

  • Family-Owned Businesses


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