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Joseph Lanzi

Partner CPA
Wakefield
Specializes In: Tax State & Local Tax Merger & Acquisition Integration Manufacturing Professional Services
I serve as a mentor to high school students in the Malden Catholic High School alumni association.”
Joseph Lanzi
Partner, CPA

Experience

As a tax partner, I specialize in state and local tax and tax consulting. I also provide advisory services, assist with mergers and acquisitions, and offer strategic guidance in succession planning. Throughout my 20-year career, I’ve been fortunate to work with a variety of industries, ranging from manufacturers and distributors to professional services firms.

My clients appreciate that I’m a well-rounded professional who excels in my tax expertise while also making a positive impact on my community.

I hold a B.S. in accounting from the University of Massachusetts Lowell and an M.S. in taxation from Bentley University. My commitment to professional development has led me to join esteemed organizations like the AICPA and the Massachusetts Society of CPAs (MassCPAs).

Outside of work, I love spending quality time with my family. Coaching my children’s sports teams brings me immense joy, and I embrace an active lifestyle through golfing, mountain biking, and running.

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