Joanne Ferris

Managing Partner

Joanne Ferris joined the firm in 2003 and specializes in compliance and strategic planning for individuals and family groups, closely held businesses and exempt organizations. She works closely with clients to determine the most tax efficient way to structure transactions in both the short and long term. She also coordinates the in-house training program. Joanne has been an adjunct professor in the School of Accounting at Golden Gate University since Fall 2008. She currently teaches graduate courses on individual taxation and the taxation of corporations & other entities. She received her undergraduate degree from Trinity College, Dublin, Ireland in English Literature in 1998, her Master’s in Accounting from Golden Gate University, San Francisco in 2003 and her Master’s of Science in Taxation from Golden Gate University in 2012. She is a California Certified Public Accountant (2005). Joanne is a member of the California CPA Society and frequently volunteers at their “Call a CPA Night”. She has sat on the board of a number of local non-profits, including San Francisco International Program. Joanne is a member of the Financial Women Association of San Francisco, ProVisors and the Women’s Leadership Council of the United Way Bay Area. She frequently speaks to non-profit organizations on financial literacy and tax planning for young adults (something she wishes she herself had listened to in her youth!). Joanne is an avid Bar Method, mini golf and wine country fan.