Meet Our Staff
Joe is a Senior Manager of Continental Tax Planners, LLC. As an Enrolled Agent (EA), Accredited Tax Advisor (ATA) and Accredited Tax Preparer (ATP), QuickBooks Online ProAdvisor he focuses his efforts on small businesses, self-employed individuals, independent contractors, and 1099 recipients. His expertise includes helping start-up businesses select the best type of entity for their business model and working with them to set up their books. Joe likes to take a proactive approach in tax planning with his business and personal clients. Joe has over 25 years of tax and accounting knowledge and experience.
- Enrolled Agents
- Accredited Tax Advisor
- Accredited Tax Preparer
- Certified QuickBooks Online ProAdvisor
- Member, National Association of Enrolled Agents
- Member – National Society of Accountants
- Member, NYS Society of Independent Accountants
- Member, National Association of Tax Professionals
- Past Grand Knight – Knights of Columbus Council 5962, Hewlett, NY
Leo Fusco, ATP
Leo is an Accredited Tax Preparer (ATP) and holds Series 7, 24, 63 and 65 licenses and is a registered investment advisor through American Portfolios Financial Services, Inc. and a New York State License for Life Insurance. With over 19 years of experience in the financial industry, Leo began his career at an income tax and financial consulting firm as a Tax & Financial Advisor in 1996 where he managed their Prospect Park office in Brooklyn, NY. He performed a wide-range of functions including preparing personal income taxes & providing financial advice. In 2005, Leo purchased the practice with his partner and later sold that practice. He is now a partner in Continental Tax Planners, LLC.
As a specialist in income taxes and financial planning, Leo reviews his clients’ situation to help them pay the least amount of taxes possible under law. He believes "it’s not what you earn, it’s what you keep". Leo develops strategies that helps his clients attain financial benefits in the areas of asset growth, retirement, estate planning, and paying for their children's college education. As an advisor, Leo believes he has a fiduciary responsibility to help his clients understand that the only way to achieve financial independence is to recognize the importance of proactive planning
He lives on Long Island with his wife Allison and their two daughters.