Ossining, NY · Westchester County CPA Firm

Wall Street Expertise. Westchester Commitment.

From Ernst & Young and Fortune 50 boardrooms to your bottom line — Joseph Passaniti, CPA brings institutional-grade financial strategy to individuals, families, and small businesses across New York.

Schedule Your Free Consultation Explore Our Services
NY State Licensed CPA
AICPA Member
Series 65 Investment Adviser
Ernst & Young Alumni
Credentials & Trust

Why Clients Trust JP Accounting

NY State Licensed CPA

Joseph Passaniti is a fully licensed Certified Public Accountant in New York State — your assurance of professional standards and accountability.

Ernst & Young Alumni

Institutional experience serving clients like AIG, AllianceBernstein, and Moore Capital Management now applied directly to your financial success.

AICPA Registered Member

Membership in the American Institute of CPAs reflects an ongoing commitment to the highest ethical and professional standards in the field.

Series 65 Investment Adviser

As founder of DJP Capital Advisors LLC (NY State Registered Investment Adviser), Joe provides integrated financial and investment advisory guidance.

Free Initial Consultation

Every new client relationship begins with a complimentary consultation — no pressure, no obligation, just expert guidance from the first conversation.

Secure Client Portal

Your financial documents are protected behind a dedicated, password-secured client portal — accessible when you need them, always private.

What We Offer

Full-Spectrum Financial Services

We offer a broad range of services for business owners, executives, and independent professionals. Every service is delivered with CPA-level precision.

Call for a free initial consultation
Broad range of CPA services
Tax Services

Tax Preparation & Planning

Accurate, thorough personal and business tax returns prepared by a licensed CPA — maximizing your position while keeping you fully compliant. Proactive strategies to reduce your tax burden before the deadline.

IRS Audit Representation

Professional representation before the IRS — from audit notices and non-filed returns to back taxes owed and IRS payment plans.

Non-filed returns · Back taxes · Payment plans

Small Business Accounting

Comprehensive bookkeeping, financial reporting, and accounting services so your business runs on clean, reliable numbers.

Payroll · Reviews · Compilations
JP Accounting & Tax CPA — Personal Financial Planning

Personal Financial Planning

Strategic planning aligned with your income, savings, and goals.

New Service

Crypto Taxes

Specialized cryptocurrency tax preparation and planning — accurately reporting digital asset transactions and minimizing your liability.

Secure client portal access

Estate Planning

Protect your assets and ensure your financial legacy is structured the way you intend.

Cash Flow Management

Understand where your money goes and take control of the financial rhythm that keeps your business healthy.

New Business Formation

Entity selection, accounting setup, and strategic planning to give your new venture the strongest possible financial start.

JP Accounting & Tax CPA, PLLC — Ossining NY
7+
Years as Sole
Practitioner
About the Firm

Big-Firm Experience.
Personal Dedication.

JP Accounting & Tax CPA, PLLC was built on a simple but powerful idea: that every client — whether an individual, a family, or a growing small business — deserves the same caliber of financial expertise once reserved for Wall Street institutions.

Before building his own practice, Joe honed his skills at Ernst & Young LLP in Manhattan, serving major asset management clients including AllianceBernstein, AIG, Moore Capital Management, and GSO Capital Partners LP. He went on to gain Fortune 50 experience at IBM and PepsiCo, and served as VP of Finance at a midtown Manhattan bank.

A Pace University graduate in Public Accounting, he is a licensed CPA in New York State, a registered AICPA member, and holds the Series 65 designation as founder of DJP Capital Advisors LLC, a New York State Registered Investment Adviser.

Pace University — Public Accounting
Ernst & Young LLP, Manhattan
IBM & PepsiCo — Fortune 50
VP of Finance, Manhattan Bank
NY State Licensed CPA & AICPA
Series 65 — DJP Capital Advisors LLC
Work with Joe
Why Choose JP

The Difference Is
Depth of Experience

Big-Firm Background, Personal Attention

Joe's career spans Ernst & Young, IBM, PepsiCo, and a Manhattan bank VP role — that depth of experience now works exclusively for you.

Full-Spectrum Tax Strategy

From proactive tax planning to resolving IRS problems, back taxes, and payroll tax issues — every tax challenge has a solution here.

IRS Audit Representation

Facing an IRS audit is stressful. Joe stands in your corner with the expertise and credentials to handle every step of the process.

Crypto Tax Specialists

Digital assets require precise tax handling. We offer dedicated cryptocurrency tax services to keep you compliant and optimized.

Investment Advisory via DJP Capital

As a Series 65-licensed investment adviser and founder of DJP Capital Advisors LLC, Joe offers integrated financial and investment guidance.

Secure Client Portal

Access your documents and financial information anytime through a dedicated, password-protected client portal built for your privacy.

New Business Formation

Launching a business? Get the accounting structure, tax elections, and financial foundation right from day one.

Monthly Financial Insights

Stay ahead with our monthly newsletter, interactive calculators, and financial guides — included for every client.

7+
Years in Practice
E&Y
Ernst & Young Alumni
F50
Fortune 50 Experience
10+
Services Offered
How We Work

From First Call to
Lasting Results

01

Free Initial Consultation

Start with a no-obligation conversation. We learn about your financial situation, goals, and challenges — and you learn exactly how we can help.

02

Financial Assessment

We review your tax history, business financials, or personal financial picture to identify opportunities, risks, and the right path forward.

03

Custom Strategy

We develop a tailored plan — whether that's a tax reduction strategy, a new business structure, an IRS resolution approach, or a comprehensive financial roadmap.

04

Execution & Filing

We handle the work: filings, representations, accounting, payroll, and planning — with precision and on deadline, every time.

05

Ongoing Support & Access

Your secure client portal keeps your documents at your fingertips, and we remain available as your financial situation evolves throughout the year.

Resources & Tools
Financial Newsletter
Newsletter
Send Us a File
Secure File Send
Financial Reports
Reports
Financial Guides
Guides

Monthly newsletters, financial guides, interactive calculators, and a secure file portal — available to every client.

FAQ

Frequently Asked Questions

We serve a broad range of clients — individuals, families, executives, independent professionals, and small business owners throughout Westchester and the greater New York area who want CPA-level guidance they can actually count on.

Yes. We invite all prospective clients to call us for a free initial consultation so we can understand your needs and explain how we can help — with no obligation.

Absolutely. We offer full IRS audit representation, and we also help clients resolve non-filed tax returns, back taxes owed, payroll tax problems, and IRS payment plan arrangements.

Yes. We offer dedicated crypto tax services, helping clients accurately report digital asset transactions and plan strategically to reduce their tax liability.

We provide small business accounting, payroll, cash flow management, reviews and compilations, strategic business planning, and new business formation — a complete financial backbone for your business.

Through DJP Capital Advisors LLC, a New York State Registered Investment Adviser, Joe holds the Series 65 designation and can provide investment advisory guidance alongside your broader financial plan.

Clients can use our SecureSend page to deliver files directly to our team, or access and manage their documents through our secure, password-protected client portal.

Joe is a licensed CPA in New York State and a registered member of the AICPA. He previously worked at Ernst & Young LLP serving major asset management clients, held roles at IBM and PepsiCo, and served as VP of Finance at a midtown Manhattan bank before founding JP Accounting & Tax.

Get Started Today

Ready to Take Charge of
Your Financial Future?

Call us today for your free initial consultation. There's no obligation — just expert financial guidance from a CPA who has seen it all, from the floors of Wall Street to the streets of Westchester.

(914) 374-5456
jpass@jptax1040.com Get Directions
JP Accounting & Tax CPA, PLLC — Ossining, NY
Office Address
10 Jenkins Court
Ossining, NY 10562
Phone & Fax
(914) 374-5456
Fax: 914-206-4595