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Joseph F. Wilson, Jr., CPA, MST

Partner | Director - Tax Services

Joe Wilson is a partner and director of the tax services at CBM with nearly 40 years of public accounting experience. His expertise includes decades of experience delivering tax planning and preparation solutions for individuals, S corporations, estate and trusts, and custom home builders. He also has experience providing audit expertise and financial consulting services.

Before co-founding the Washington, DC-based accounting firm, Chaconas & Wilson, P.C. in 1986, he provided audit and tax services at a Virginia firm, Matthews, Carter & Boyce, CPA’s.

Joe has a strong interest in supporting the work of emerging businesses, including development stage enterprises and start-up operations, including those with venture capital funding.

Professional Qualifications and Education

  • Master of Science in Taxation, George Mason University
  • Bachelor of Science in Accounting, University of Virginia

Professional Associations and Activities

  • American Institute of CPAs
  • Virginia Society of CPAs

Civic and Business Associations

  • Ballston Park Homeowners Association, Finance Committee
  • Trinity Presbyterian Church, Arlington, VA, Financial Review Committee