The SBF team is delighted to announce that Joe Fullerton is now a partner of the firm. Since joining SBF in 2021, Joe has provided tax compliance and consulting solutions for a broad range of private clients. His emphasis includes flow-through and tiered entities, real estate, state and local tax, M&A, and high-net-worth individuals. In the past, he has also instructed national-level tax technical and professional development classes to new staff and senior associates.
“We are thrilled to welcome Joe as our newest partner to SBF,” said Managing Partner Rich Franz. “Joe brings a dynamic blend of expertise and vision, making him a tremendous addition to our leadership team. Joe’s passion for client service shines through in every interaction, ensuring his clients always feel valued and understood.”
In the local community, Joe is on the Board of Directors for the St. Petersburg Athletic League and a graduate of Leadership St. Pete’s class of 2022. He received a bachelor’s degree in accounting and a master’s degree in tax from the University of Florida. Beyond work, Joe enjoys spending time with his wife and two kids and preparing field-to-table meals from his fishing and hunting expeditions.