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WHO WE ARE > LEADERSHIP >

Jose Lopez, CPA, MST

DIRECTOR

Email

jlopez@blumshapiro.com

Phone

Direct Dial: (401) 330-2747
Fax: 401-331-4511

Areas of Expertise

Healthcare, Non-Profit Organizations, Accounting & Auditing, Employee Benefit Assurance Services

About

General Experience Highlights

As a director in BlumShapiro’s Accounting and Auditing Department, Jose has 15 years of public accounting experience providing accounting and reporting services to clients in the non-profit and healthcare industries.

Jose has assisted clients with the development and maintenance of systems to track and report fundraising efforts, activity in investment portfolios and donor stipulations. He has had extensive experience with the regulations, reporting and funding guidelines issued by the Department of Housing and Urban Development, the Executive Office of Health and Human Services and the state’s Behavioral Healthcare Developmental Disabilities and Hospitals.

As a member of our Employee Benefit Assurance Services Group, Jose also specializes in oversight, planning and implementation of employee benefit plan audits, including defined 401(k) and 403(b) plans.

Professional Education

  • Johnson & Wales University — Bachelor of Science in Accounting
  • Bryant University — Master’s in Taxation

Professional Organizations and Activities

 

Advisors | Auditors | Consultants | CPAs - Blum Shapiro is one of the premier public accounting firms in the northeast and a Top 100 CPA Firm in the U.S. Our professionals serve businesses, individuals and organizations in Boston (MA), Hartford (CT), Cranston (RI), Shelton (CT) ,Quincy (MA) and Newton (MA) with audit, tax and business consulting services. Our firm has developed practice areas in automotive, construction, education, government, healthcare, hospitality, manufacturing, nonprofit organizations and professional service firms. New Haven CT, Fairfield CT, Norwalk CT, Waterbury CT.