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Joseph R. Morello, CPA

Up Close & Personal

  • Where were you born and raised?Queens, NY
  • What’s your favorite thing to do in New York?Spending time with my wife in Manhattan exploring the many restaurants, museums and theatres the city has to offer
  • What are your interests/hobbies outside of the office?I enjoy working out and coaching my son’s travel baseball team
  • Do you have any pets?We have a pet hamster named Benny Vodka
  • What would people be surprised to know about you?I was an avid bowler, amassing four perfect 300 games and a three game high score series of 827

Joseph R. Morello

Partner

Joseph R. Morello, CPA is an audit partner in the New York City office of Calibre CPA Group and has been in public accounting since 1998. Joe specializes in providing auditing and consulting services for all types of Taft-Hartley multiemployer employee benefit plans.

Professional Experience

Joe’s responsibilities include all aspects of planning, conducting, and managing audits and compilations of employee benefit plans including financial statement preparation and presenting audit results to Boards of Trustees. Joe helps clients with developing, monitoring and implementing appropriate internal controls as well as establishing suitable shared expense methodologies. His experience extends to reporting compliance, such as preparation of Forms 5500 and 990, assisting with governmental audits and investigations, as well as overseeing the New York office’s payroll compliance department. He continually provides clients with updates on the latest auditing, accounting and compliance requirements to assist them in fulfilling their fiduciary duties. Additionally, Joe maintains a close personal relationship with clients during the audit process, as well as throughout the year.

Education And Relationships

Joe graduated Summa Cum Laude in 1998 from the College of Business Administration at St. John’s University where he earned a Bachelor of Science in Accounting. Joe is a member of the American Institute of Certified Public Accountants, the New York State Society of Certified Public Accountants, and the International Foundation of Employee Benefit Plans.