Joseph Lager, CPA, CDFA^®

Joe joined EagleStone in November 2013 as Senior Tax Associate. Over the years Joe has grown with the firm and is currently a Shareholder and the Director of Tax & Accounting. He came to EagleStone by way of mid-size public accounting firms in the New York metropolitan area. Joe’s career working in public accounting has allowed him to gain valuable experience in a variety of accounting services from standard client services, tax, audit and litigation support to divorce analysis.

Joe earned a BS in accounting from SUNY (State University of New York) New Paltz, graduating cum laude. While attending SUNY New Paltz, in recognition of high scholastic achievement, Joe was awarded membership into Sigma Beta Delta (International Honor Society in Business, Management and Administration).

Joe resides in Rockville, MD with his wife and children.

Accreditations and Accolades

Associations:

• AICPA (American Institute of Certified Public Accountants): Since 2012
• MACPA (Maryland Association of Certified Public Accountants): Since 2016
• Sigma Beta Delta (International Honor Society in Business, Management, and Administration): Since 2006
• IDFA (Institute for Divorce Financial Analysts): Since 2020
• MSATP (Maryland Society of Accounting & Tax Professions): Since 2017
• Estate Planning Council (suburban Maryland chapter): Board Member and Treasurer: 2015 – 2017
• NYSSCPA (New York State Society of Certified Public Accountants): Since 2011