Since starting his career as a tax practitioner, Josh has specialized in California income tax consulting and controversy matters, including California refund reviews and strategic refund claims, Franchise Tax Board (FTB) audit defense, protesting FTB assessments, settlement and closing agreement negotiations, and appeals before California’s administrative Office of Tax Appeals.
Beyond California specific consulting, Josh has also handled a wide array of multistate income tax matters including general income tax audit defense, large scale voluntary disclosure projects, ruling requests, nexus studies, and market-based sourcing studies.
From an industry perspective, Josh’s areas of focus have included banking and financial services, insurance, investment management, and the media and entertainment sectors.
Assurance, tax, and consulting offered through Moss Adams LLP. ISO/IEC 27001 services offered through Moss Adams Certifications LLC. Investment advisory offered through Moss Adams Wealth Advisors LLC. Services from India provided by Moss Adams (India) LLP.