“Truepoint’s culture of giving our absolute best for our clients while promoting an environment of comraderie is what makes working here so rewarding.”
Josh joined the Truepoint team as a tax manager, where he assists clients with all of their individual tax needs. While working closely with Truepoint advisors, he focuses on completing tax returns and weighing the tax impact of various financial decisions. For Josh, taxes are like a puzzle to solve when attempting to determine the tax effects on any one transaction. Prior to joining the Truepoint team, Josh spent time on the tax team at Clark Schaefer Hackett and is a Certified Public Accountant.
Outside of work, Josh enjoys running and is a big sports fan and follows baseball, football, Formula 1 and NASCAR. Recently married, Josh also enjoys trying new local restaurants with his wife.
Specialties: Individual tax compliance and preparation, tax planning