Meet Our Team
Partner
Josh Petropoulos
Carlsbad, California
Bio
Josh began his career in public accounting in 2006 and spent 16 years with a Big Four multinational public accounting firm.
He works extensively with both public and private businesses from start-ups to large multinationals focusing on cash tax planning, income tax return reporting, ASC 740 income tax provision consulting and IPO readiness, M&A tax due diligence and structuring, and tax accounting method planning.
Josh founded PFM LLP in 2022 to continue to provide high quality tax advisory services to businesses in an efficient and scalable manner.
Josh is a licensed CPA in California and Massachusetts.
Josh enjoys spending time with his family and traveling the world.
He works extensively with both public and private businesses from start-ups to large multinationals focusing on cash tax planning, income tax return reporting, ASC 740 income tax provision consulting and IPO readiness, M&A tax due diligence and structuring, and tax accounting method planning.
Josh founded PFM LLP in 2022 to continue to provide high quality tax advisory services to businesses in an efficient and scalable manner.
Josh is a licensed CPA in California and Massachusetts.
Josh enjoys spending time with his family and traveling the world.
Education
Master of Taxation from the University of Denver
Bachelors in Business Administration with a focus on Accounting from the University of Massachusetts Amherst.
Bachelors in Business Administration with a focus on Accounting from the University of Massachusetts Amherst.
Industries Served
Technology with a focus on SaaS
Life Sciences
Consumer Products
Life Sciences
Consumer Products
Focus Areas
ASC 740 Income Tax Provision Preparation and Consulting
Mergers & Acquisitions
Income Tax Compliance
Tax Examination Support
Qualified Small Business Stock Planning
Tax Accounting Method Planning
Mergers & Acquisitions
Income Tax Compliance
Tax Examination Support
Qualified Small Business Stock Planning
Tax Accounting Method Planning
Speaking Engagements & Lectures
Connect Frameworks Workshop: Mergers & Acquisitions 2018
Connect Frameworks Workshop: Mergers & Acquisitions in Today’s Economic Environment 2019
San Diego State University Lecturer 2021 through Present
Connect Frameworks Workshop: Mergers & Acquisitions in Today’s Economic Environment 2019
San Diego State University Lecturer 2021 through Present
Our Team
Partner
Scott Furbershaw
San Diego, California
