Joel Peck & Associates

Joel Peck has been a Certified Public Accountant for over 25 years. His expertise lies in helping the owners of closely held businesses succeed and teaching families of college-bound children how to succeed in reducing the cost of college. Joel is a member of the NYS Society of CPAs and the creator of the Getting Money for CollegeTM Program. He is a resource for issues in the areas of business and personal taxes, valuing family-owned businesses, developing exit strategies, managing and protecting financial resources, and anything having to do with paying for college. In addition, he advises other CPAs on the ways to bring a combination of these strategies to their clients.


Based in Westchester County, Joel works throughout New York, Westchester and Putnam Counties, as well as Northern New Jersey and Fairfield County, CT.

Joel’s business roots were planted in his teens. Joel Peck received his CPA designation in 1982. After rising to the level of supervisor at Coopers & Lybrand (previously a “Big 8” firm), Joel left pubic accounting and worked in a series of closely held businesses. In 1988, Joel re-entered public accounting and transformed a traditional accounting practice into a high tech, focused consultancy for families, closely held businesses, and other CPA practices.

As a business owner, husband and father of three college graduates, Joel is personally familiar with the challenges of growing a business, developing an exit strategy and paying for college. Joel is a long-time board member of the Pelham Jewish Center. Joel Peck lives with his family in Pelham NY.

CPA Services

CPA Services Taxes are only one area in which Joel is an expert consultant. His background in closely held businesses has shaped the way he interacts with business owners. His role as a trusted advisor is evident in the inter-personal issues (between business owners and between the owners and their staff) that routinely occur in closely held entities. Whether your goal is to build a business, manage a business or own your job, Joel is a valuable planning resource. The majority of the firm’s clients are in the NY/NJ/CT area. Owners who live in one state and work in another ...

College Planning

Help to Pay For College Joel Peck is a Certified Public Accountant with over 15 years of experience helping parents of high school students pay for college. He has gone through the process for his own family as well. Often called a financial psychologist, he adeptly handles the emotionally charged environment of a family with a college-bound child and helps them with the financial journey ahead. He teaches families how to make the financial aid process work FOR them rather than against them. We all know how expensive college has become and how miserable the financial aid process can be. ...

Sales Tax

Sales Tax Joel Peck is a Certified Public Accountant who has an expertise in defending business owners in sales tax audits. Too many business owners are unaware of their rights as they pertain to audit. Sales tax auditors often ask for information they are not entitled to, misuse information they are given, issue assessments based on “industry standard” information that is not applicable and conduct audits without even looking at the sales records. Business owners feel like they are on the defensive. They need help navigating the process. Joel defends the rights of the business owner to rely on laws ...

Business Valuation

Business Valuation As a Business Valuation expert, Joel has testdeveloped a multi-step process to help the owners of closely held businesses unlock the potential of their companies so they can realize the greatest possible value when they are ready to turn the keys over to their successors. Joel is a resource for issues affecting the value of gifts and estates and operating businesses. Through his training as a valuation expert, he consults with business owners looking to make their businesses more valuable as an element of their exit strategy. In addition, he advises other CPAs on ways to educate their ...

Our Services

CPA Services

Individuals and business leaders look to Joel Peck & Associates for advice on income tax and business tax strategies. We assist clients with personal and business tax planning, preparing income tax returns, and representing individuals before government agencies at federal, state and local levels.
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College Planning

As a college tuition expert, I have been teaching families to use the financial aid process for their own benefit. I have helped 100’s of families like yours get money from their colleges, regardless of your income, savings or child’s GPA!
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Sales Tax

Joel Peck is a CPA with 25 years of experience serving closely held businesses and their owners. With an astute understanding of sales tax law and the audit process, Joel has saved his clients over $2 million in sales tax assessments.
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Business Valuation

As a valuation expert, Joel consults with business owners looking to make their businesses more valuable. Unlock the potential of your company to achieve the greatest possible value when you are ready to turn the keys over to your successors.
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