Partners

Jeff J. Petrell, JD, CPA

Partner - Director of Tax Services / Health Care Tax Specialist - Pittsburgh

Jeff Petrell has over sixteen years of public accounting experience, including a large portion of time spent at “Big Four” International Accounting Firms. He has significant experience providing tax planning, compliance, and advisory services to a variety of organizations including taxable and tax exempt organizations, multi-state businesses, and flow-through entities.

Jeff’s experience covers a broad range of issues and transactions including: tax controversy services involving the Internal Revenue Service and state and local taxing authorities, mergers and acquisitions, obtaining federal and state tax exemptions, structuring joint ventures between tax-exempt and for-profit organizations, conversions from taxable to tax-exempt organizations, and federal and state private letter rulings. Jeff is a frequent speaker in the field of tax-exempt organizations and has authored articles published in The Pennsylvania CPA Journal and other publications.

Jeff is both a Certified Public Accountant and an attorney licensed by the Commonwealth of Pennsylvania. Jeff received his BSBA degree in accounting from Robert Morris University and his JurisDoctorate degree from Duquesne University School of Law.

He is a member of the American, Pennsylvania, and Allegheny County Bar Associations, the Tax Section Council of the Allegheny County Bar Association, the American and Pennsylvania Institutes of Certified Public Accountants, and the Healthcare Financial Management Association. Also, as a member of the Firm’s Executive Committee, he participates in the process of governing policy and procedure for Carbis Walker LLP. In addition, he was the Treasurer for six years of the North Hills Athletic Association, a nonprofit organization providing youth athletic programs.