Meet the Team
Meet the Professionals Behind DD Joseph CPA
Experienced Guidance. Personal Attention. Practical Solutions.
At DD Joseph CPA, our team is built around one goal, helping clients move forward with confidence. We understand that every client has different financial needs, whether it is tax planning, business advisory, estate strategy, accounting support, or assurance services.
Our professionals take the time to understand your goals, explain your options clearly, and provide guidance that is practical, responsive, and aligned with your long term success.
A Team Focused on Your Financial Clarity
Financial decisions can feel complex, especially when personal, business, tax, and long term planning needs overlap. That is why our team works with a thoughtful and collaborative approach.
We combine technical knowledge with real world advisory support, helping clients organize their finances, reduce uncertainty, and plan ahead with better direction.
Our Leadership & Professional Team
David Joseph
Managing Partner / CPA
Provides strategic tax, advisory, and financial planning guidance for business owners, executives, and private clients.
Rachel Morgan
Tax Advisor
Michael Harris
Client Accounting Specialist
Laura Bennett
Assurance & Risk Professional
Daniel Reed
Private Wealth & Estate Advisor
Sophia Carter
Business Advisory Consultant
Why Clients Work With Our Team
Clients choose DD Joseph CPA because they want more than basic accounting support. They want a team that listens, understands their goals, and helps them make better financial decisions.
Our approach is professional, organized, and relationship focused. We aim to provide clear guidance, timely communication, and reliable support across every stage of your personal or business financial journey.
Ready to Work With a Trusted CPA Team?
Whether you need tax planning, business advisory, accounting support, assurance services, or wealth and estate guidance, our team is here to help.