Brian J. Potter, CPA, is a tax partner with over ten years of experience in taxation and planning for individuals and closely-held companies. Brian is responsible for overseeing tax engagements for a variety of clientele with a focus on manufacturing firms, construction firms, multi-state corporations and high net worth individuals. He has extensive experience in individual and corporate tax planning, financial planning, multi-state taxation, research and development, New York State income tax credits and ownership transition issues.
Certified Public Accountant in New York State
Certified QuickBooks ProAdvisor
American Institute of Certified Public Accountants (AICPA)
New York State Society of Certified Public Accountants (NYSSCPA)
Bachelor of Science, Accounting, State University of New York at Oswego, 2006
Bachelor of Science, Psychology, Le Moyne College, 2004