How I got here:
After graduating from Sacred Heart University with a degree in accounting I worked diligently to become licensed as a CPA while working at a big 4 accounting firm, PriceWaterhouseCoopers. During my tenure at the firm, I gained experience with personal income taxes including international tax, estate and trust tax, and corporate/small business tax. I completed a Master’s program in taxation during this time at St John’s University and then took a job at Henry Schein Inc, a fortune 500 company, in their tax department. It was always a dream of mine to open my own practice someday and after my tenure at Henry Schein I did just that. I took the leap and opened Baldi CPA Advisors full time and have grow the practice to serve over 700 clients annually. I have built my practice on the philosophy of creating financial successes for each family/business I serve to help them achieve their goals.
Favorite part of the job:
“Getting to work with individuals and businesses to help them financially and to watch them grow as time goes on. Being able to build relationships with my clients and help be a part of many of their success stories is extremely rewarding. The best part of the job however is facilitating connections between many of my clients so they can help each other out. It is a great feeling to help others help each other!”
Professional organizations:
AICPA (Member Since 2012)
Education:
CERTIFIED PUBLIC ACCOUNTANT, (CPA) – Since 2012
B.S – Accounting, Sacred Heart University (Magna Cum Laude)
M.S – Taxation, St. John’s University (Summa Cum Laude)
Beneath the surface:
I live in Smithtown NY and love to spend time outdoors. Depending on the season, you can find me on the golf course, boating, at the beach, at a sporting event or hiking. I love traveling with my girlfriend Diana, and spending time together with friends and family. I have two godchildren, Charlotte and Lincoln, and I try to spend every chance I can with them when I am not working.
