Joseph R. Schortz, CPA, CGMA 

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Joseph Schortz is Owner and Managing Member of Joseph R. Schortz, CPA, PLLC. With more than 40 years of experience in both the public and private accounting sectors, Joseph’s practice areas include tax planning and preparation for resident and non-resident individuals, partnerships, estates, trusts, corporations, and non-profits; business, estate and trust planning; compilations, reviews, and audits of financial statements; insolvency and bankruptcy; advisory services for international entertainers; and litigation support.

Prior to establishing his current firm, Joseph provided a broad range of tax preparation and audit services, as well as other advisory and consulting services, including litigation support. He served nine years as a Partner at Kelson, Merves & Schortz, CPAs, and ten years as a sole practitioner in New Jersey, before selling his firm in 1996. He went on to become President and CEO of a nutritional supplements products manufacturer with $18 million in annual revenue, before selling the company to a California public company and relocating to Florida to continue in public accounting.

Joseph earned a Bachelor of Science in Accounting from Pfeiffer University and is a Certified Public Accountant, licensed to practice in New Jersey and Florida. He is a member of the American Institute of Certified Public Accountants (AICPA), the New Jersey Society of Certified Public Accountants (NJSCPA), and the Florida Institute of Certified Public Accountants (FICPA). He is also a Chartered Global Management Accountant (CGMA) and a member of the international Society of Trust and Estate Practitioners (TEP). He is a member of the Board of Directors of the Virginia B. Andes Free Clinic, currently serving as president, and a member of the Regional Advisory Council of SunTrust Bank, N.A. He is a respected public speaker and a published author. Joseph is married to Lynda for over 43 years. The couple enjoy 3 children and 4 grandchildren.

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Phone: 941.629.1197 • Fax: 941.205.5279