Executive Team

Joe Zhao, CPA

Tax Manager

With Haskell & White since: 2017

Joe Zhao brings a decade of public accounting experience to Haskell & White and was previously a real estate tax manager at a Big Four firm.

Joe has experience in providing consulting, compliance, and advisory services for commercial and residential real estate developers, home builders, land developers, and Real Estate Investment Trusts (REITs). He consults on real estate property and entity acquisitions and also provides assistance in formulating organizational structures. He is also well versed in multi-state compliance and is an accomplished researcher. As a tax manager with Haskell & White he uses his business acumen and organizational skills to enhance the client experience and ensure tax planning is smooth from start to file.

Industry Leadership:
  • California Society of Certified Public Accountants (CalCPA)
Industries & Areas of Specialty:
  • Real Estate
  • Home Builders
  • Construction
  • Tax Planning
  • Tax Strategy
Languages:
  • Chinese – Mandarin
Education:
  • University of California, Riverside, B.S. Business
    Administration- Accounting

Big firm experience. Local firm attention.
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We specialize in uncovering challenges and maximizing opportunities for middle-market companies at every stage of development. Our team of big firm-trained professionals deliver deep expertise and sophisticated accounting solutions within a fee structure that makes sense for middle-market organizations. Contact us today to discuss how we can strengthen your business with our “value of experience.”