Joe Waterfield

Joe Waterfield is a Sales Manager in the firm's State and Local Tax (SALT) Practice. With a decade of experience in tax advisory and compliance, Joe specializes in identifying and recovering overpaid sales and use taxes for businesses, helping them optimize their financial processes while securing substantial refunds from state and local governments.

Joe works closely with companies across industries such as healthcare, real estate, restaurant franchises, and oil and gas—guiding them through the complexities of state tax regulations and uncovering refund opportunities that can reach six or even seven figures. By ensuring the financial health of his clients' tax systems, he delivers immediate financial benefits and strengthens their long-term compliance strategies.

Prior to joining the firm, Joe was a Sales Advisor at an end-to-end SaaS parking management company. He began his accounting career at a Big 4 accounting firm. Eventually, Joe founded his own boutique revenue and sales consulting firm, helping businesses enhance financial efficiencies and uncover hidden tax savings.