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About Us

JAD Consulting, LLC is a New York City based private tax practice providing tax planning, preparation and advisory services to high-net-worth individuals, their families, and any related entities since 2004. The professional staff has extensive experience servicing high-net-worth clientele. 

Meet The Team

Joseph De Maio, CPA

Joseph De Maio is the founder of JAD Consulting, LLC and currently serves as the president since the firm’s inception in 2004. Joe has over 30 years of experience in all aspects of tax, but particularly servicing high-net-worth individuals. Prior to founding JAD Consulting LLC, Joe was a Partner at BCRS Associates, Senior Vice President at Spear Leeds & Kellogg, Manager at Grant Thornton, and Associate at Shandling & Landsman CPAs. 

 

Joe received a Bachelor of Science in Accounting from Baruch College and is a licensed Certified Public Accountant (CPA) in the state of New York. He is a member of the American Institute of Certified Public Accountants (AICPA) and New York State Society of Certified Public Accountants (NYSSCPA). In his spare time, Joe is an avid sports fan who likes baseball, basketball, and football. He also enjoys spending time with his family and walking. 

Jinny Park, CPA

Jinny Park is a Tax Manager at JAD Consulting, LLC and focuses on all aspects of client services.  She joined JAD in 2010 and has over 20 years of experience in tax and accounting services.

 

She received a Bachelor of Science in Accounting from Baruch College and is a licensed Certified Public Accountant (CPA) in the state of New York. In her spare time, Jinny is an avid reader.

Pallavi Kanade, CPA, CGMA, Chartered Accountant

Pallavi Kanade is a Tax Manager at JAD Consulting, LLC with two decades of experience in all areas of US Federal and State and Local Tax (SALT). She has extensive experience in the review of corporate, partnership, individual and not-for-profit tax returns, and representation at Federal and State audits. Pallavi’s experience encompasses all aspects of tax compliance for high-net-worth individuals, their families, and related companies. Prior to joining JAD Consulting LLC, Pallavi was a Tax Manager at Perelson Weiner LLP. 


Pallavi studied Accounting in India where she qualified as a Chartered Accountant and received a Bachelor of Science in Accounting, Economics and Cost Accounting from Osmania University, Telangana, India. Pallavi is a Certified Public Accountant (CPA) licensed in New York and Colorado and a Chartered Global Management Accountant (CGMA). Pallavi is a member of the American Institute of Certified Public Accountants (AICPA) and the Institute of Charted Accounts of India (ICAI). She is fluent in Hindi, Marathi, and Telugu. 

Rosita Lee, EA

Rosita Lee is a Senior Tax Analyst at JAD Consulting, LLC. She has been with the firm since 2016, servicing our high-net-worth clients in tax planning and tax return preparation. Prior to joining JAD, Rosita worked at other boutique to mid-sized CPA firms. As an Enrolled Agent, Rosita specializes in the field of taxation.

 

She holds a Bachelor of Business Administration in Accounting from Baruch College. Outside of the office, Rosita spends her time in the kitchen baking, going fishing, and just enjoying her time with family, friends, and her dog.  

William “Billy” Herchakowski, CPA

William “Billy” Herchakowski is a Tax Analyst at JAD Consulting, LLC and has been with the firm for over 3 years. Prior to his time at JAD, Billy was a Senior Associate at KPMG, LLP servicing hedge funds, private equity funds, and high-net-worth individuals within their asset management tax department. 

Billy is a licensed Certified Public Accountant (CPA) in the state of New York. Billy received a Bachelor of Business Administration from the LaPenta School of Business at Iona College. During his studies, Billy was voted a NJSGA Caddie Scholar for outstanding academics while working as a fulltime caddie. Billy is a passionate fan of the New York Giants and New York Yankees. He also enjoys running in his spare time.

Andrew De Maio, CPA

Andrew De Maio is a Tax Analyst at JAD Consulting, LLC and joined the firm in 2021. Prior to joining JAD, Andrew was a Senior Associate at Ernst & Young, LLP in the Private Client Services practice. He spent his time preparing and reviewing high-net-worth individual, fiduciary, and gift tax returns in the financial services industry. 

 

Andrew received a Bachelor of Science in Accounting and Management, cum laude from Rutgers University and is a licensed Certified Public Accountant (CPA) in the state of New York. He is a member of the American Institute of Certified Public Accountants (AICPA), New York State Society of Certified Public Accountants (NYSSCPA) and earned a Lean Six Sigma White Belt certification. In his spare time, Andrew enjoys exercising, snowboarding, and golf. 

Wendy Ko

Wendy Ko is a Junior Tax Analyst and Tax Administrative Assistant at JAD Consulting, LLC. She has been with the firm since January 2021. Previously, she was a tax associate at CohnReznick LLP, where she worked with clients in the affordable housing industry. 

Wendy received her Bachelor of Science in Business Administration from Northeastern University. She is a huge fan of the Korean boy band, BTS, and enjoys baking and watching movies.

Brianna De Maio

Brianna De Maio is a Junior Tax Analyst and Tax Administrative Assistant at JAD Consulting, LLC. She completed both her Undergraduate and Graduate studies at Rutgers University, where she received a Bachelor of Science in Accounting and a Master of Accountancy in Financial Accounting.  

 

In her free time, Brianna enjoys reading, running, and skiing.

JAD Consulting LLC |  61 Broadway – Suite 512 |  New York, NY  10006

Tel. 212-509-3525

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