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.

  • Professional Certifications

    Certified Public Accountant in New York State
    Certified QuickBooks ProAdvisor

  • Professional Affiliations

    American Institute of Certified Public Accountants (AICPA)
    New York State Society of Certified Public Accountants (NYSSCPA)

  • Education

    Bachelor of Science, Accounting, State University of New York at Oswego, 2006
    Bachelor of Science, Psychology, Le Moyne College, 2004