JoAnne Geylin is a Director and a member of the Center for Family Business Excellence, within the Private Business Services Practice. She has more than 20 years of experience advising clients in the areas of individual, trust and small business income tax planning and compliance.
In addition to tax compliance and advisory services, JoAnne has experience in organizational development and assisting family and closely held businesses with addressing transition, financial stability and sustainability. She works with clients developing a strategic plan that acknowledges the issues of both the family and the business in order to develop succession plans that prepare future business leaders to succeed.
Prior to joining the firm, JoAnne was a Tax Manager at a Big 4 accounting firm, working in the partner tax area. She also spent several years with a local accounting firm.
The New Jersey Society of Certified Public Accountants named JoAnne one of the Women of Note for her accounting profession involvement, engagement in the society and community service dedication.