About Us

Barbagallo and Associates, P.C. provides tax, accounting, and consulting services to clients locally and throughout the United States to meet their personal needs. Our seasoned professionals can give you the perspectives, strategies and initiatives to help you succeed. We are dedicated to providing individual and personalized attention to our clients. Our experienced professionals are ready to assist you.

JOSEPH S. BARBAGALLO CPA, CFF, CVA, CFD, CFS, CFE, CFI, ABV, FCPA, CGMA, MAFF

Education:

  • B.S in Commerce (accounting major) Rider University, 1973
  • Graduate Taxation Courses Temple University
  • Continuing Professional Education
  • Curriculum courses to obtain CVA, CFD, CFE, CFI, ABV, FCPA, and MAFF

CPA Certification:

  • Commonwealth of Pennsylvania Certificate Number CA-012179-R
  • State of New Jersey Certificate Number CC-00737800

Professional Associations:

  • American Institute of Certified Public Accountants
  • New Jersey Society of Certified Public Accountants
  • Pennsylvania Institute of Certified Public Accountants
  • National Association of Certified Valuators and Analysts
  • Association of Certified Fraud Examiners
  • Association of Certified Fraud Specialists
  • Association of Forensic Certified Public Accountants
  • Bucks County Collaborative Law Group – Treasurer
  • International Academy of Collaborative Professionals

Prior Professional Positions:

  • 2010-2012 Partner- Citrin Cooperman, LLP
  • 2003-2010 Partner- Marcum, LLP (previously Margolis & Company, P.C.)
  • 1976-2003 Managing Shareholder, Barbagallo and Company, P.C.
  • 1973-1976 Deloitte & Touche
  • 1972-1973 Management Consultant, Joseph Parsetta and Associates

Other Affiliations:

  • Family Services Associations of Bucks County (1999-2008)
  • Crossroads Prison Ministry (1993-2012)
  • American Red Cross – Bucks County Chapter (1994-1995)
  • March of Dimes- Bucks County Chapter (1992-1996)
  • Newtown Township Traffic Impact Fee Committee Member (1999-2003)
  • Joint Downtown Newtown Corporation, Organization Committee Member (2001- 2006)
  • New Life Christian Church, Treasurer (1994-2015)
  • Air Lifeline/Angel Flights, Volunteer Pilot (1994-2002)
  • Home Builders Assn of Bucks/Montgomery Counties Committee Member (2003-2006)
  • Newtown Exchange Club- Board of Directors and Past President (2003-2009)

Publications and Presentations:

  • July 2004, The Legal Write, “Considerations Regarding Written Expert Reports”
  • October 2008, The Legal Write (A publication of Margolis & Company, P.C.), “Timely Reminders on Expert Reports and Testimony”
  • January 2009, The Legal Write, “The Lost and Found of Embezzled Funds”
  • April 2009, The Legal Write, “The Use of Forensic Accounting in Investigating and Valuing Professional Practices”
  • October 2009, The Legal Write, “Is That the Truth”
  • February 2011, Northeast Chapter of Certified Forensic Interviewers Presentation, “Forensic Accounting and Corporate Fraud”
  • April 2011, Spector Gaden Rosen Law Firm Presentation, “Forensic Accounting in Litigation”
  • June 2011, Legal Intelligencer, blog article, “Legal Proceedings and Written Reports”
  • September 2011, Legal Intelligencer, blog article, “The Use of Experts in Commercial Litigation”
  • November 2011, Legal Intelligencer, blog article, “Written Expert Reports Retaining Counsel Assistance and Proofreading”
  • June 2012, Technology Insight Conference, Presentation, “Forensic Accounting and Use of Technology to Uncover Fraud.”
  • October 2013, Attorney At Law Magazine, article, “Considerations Regarding Written Expert’s Reports.”
  • October 2013, Spector Gaden Rosen Law Firm, Presentation, “Forensic Accounting And Corporate Fraud.”
  • January 2014, Attorney At Law Magazine, article, “Working With Forensic Accountants.”
  • August 2014, Pennsylvania State Association of Township Supervisors, Presentation,
    “Protecting Your Municipality From Fraud.”
  • February 2016, Greater Newtown Exchange Club, Presentation, “Fraud & Forensic Accounting.”
  • February 2016, Bucks County Estate Planning Council, Presentation, “Forensic Accounting and Business Valuation.”

Testimony Given:

  • April 2008, Unlimited Eyewear V. Joseph Glassman, PA Court of Common Pleas – Bucks County, Regarding Fraud
  • May 2008, Protec V. Lauria et. AI, Superior Court of New Jersey- Camden Division, Regarding Fraud and Improper Disclosure
  • July 2008, Giannaula V. Giannaula, PA Court of Common Pleas- Bucks County, Master’s Hearing, Testimony Related to Forensic Accounting and Valuation of Phantom Stock Converted to Public Company Shares
  • January 2009, Wilson V. Wilson and Delta Products Inc., PA. Court of Common Pleas- Bucks County PA Master’s Hearing
  • April 2009, Wilson V Wilson and Delta Products Inc., PA Court of Common Pleas- Bucks County PA., Testimony Regarding Valuation of Business and Allegation of Collusion to Set Value
  • January 2009, Goulazian V. Goulazian, PA Court of Common Pleas- Bucks County, Masters Hearing, Testimony Regarding Business Valuation
  • April 2009, Goulazian V. Goulazian, PA Court of Common Pleas- Bucks County, PA. Court, Testimony Regarding Valuation of Business
  • January 2009, Leonard et. Al V. Vanshaik, PA Court of Common Pleas- Bucks County PA., Testimony Regarding Fraud Case
  • April 2010, Leonard et. AI V. Vanshaik, PA Court of Common Pleas- Bucks County PA., Continued Testimony Regarding Fraud Case
  • January 2011, Brobst V. Brobst, PA Court of Common Pleas- Bucks County, Testimony Regarding Business Valuation
  • July 2011 , AFSCME, V. Tullytown Borough, Testimony in Arbitration Hearing Regarding Dismissal of an Employee
  • January 2012, Middletown Township, Bucks County, PA. V. Middletown Police Union, Testimony Regarding Township Finances and Negotiations of Police Contract
  • March 2012, Middletown Township, Bucks County, PA. V. Middletown Township Police Union, Contract Testimony Regarding Township Finances and Negotiations of Police Contract
  • May 2012, Grill V. Aversa & Sage Corp, United States District Court- Middle District of Pennsylvania, Testimony Regarding Forensic Accounting
  • October 2012, Ftaiha V. Mezrow, Chester County, PA, Testimony at Arbitration Hearing Regarding Contract Dispute
  • October 2012, Ftaiha V. Mezrow, Chester County, PA, Continued Testimony at Arbitration Hearing Regarding Contract Dispute.
  • October 2012, Grill V. Aversa and Sage Corp, United States District Court- Middle District of Pennsylvania, Testimony Regarding Forensic Accounting Procedures and Findings
  • June 2013, Maser Consulting V. Jerald Development et. al V. Heilbrunn et. al, Superior Court of New Jersey, Monmouth County, Testimony at Deposition Regarding Forensic Accounting and Damage Calculation Rebuttal Related to Real Estate Development Project.
  • April 2015, Arnone V. Arnone, Superior Court of New Jersey, Chancery Division-Family Part, Mercer County, Appearance Only for E.S.P. Assistance with Negotiating Settlement.
  • April 2015, The Solid Wood Cabinet Company LLC V. Partners Home Supply LLC et.al, United States District Court-Eastern District of Pennsylvania, Testimony at Deposition Regarding Economic Damages and Business Valuation.
  • October 2015, Robbins V. Robbins, Superior Court of New Jersey, Chancery Division-Family Part, Burlington County, Mediation.
  • October 2016, Kraft V. Kraft, Court of Common Pleas, Montgomery County, PA, Testimony Regarding Forensic Accounting Determination of Income
  • October 2016, Zelikovich V. Zelikovich, Court of Common Pleas, Bucks County, PA, Family Division, Testimony Regarding Forensic Accounting Determination of Income
  • January 2017, Zelikovich V. Zelikovich, Court of Common Pleas, Bucks County, PA, Family Division, Testimony Regarding Forensic Accounting Determination of Income
  • February 2017, Kraft V. Kraft, Court of Common Pleas, Montgomery County, PA, Testimony Regarding Forensic Accounting Determination of Income
  • May 2017, Rashmi Sharma V. Ashok Kumar, Court of Common Pleas, Bucks County, PA, Testimony Regarding Forensic Accounting Determination of Income

Other Significant Testimony Beyond Four Years:

  • July 2004, Commonwealth of PA V. Thomas Flowers and Flower & Flowers, CPA’s, Qualified and Testified as an expert in proceeding before State Board of Accountancy Against CPA and his firm

Qualifications:

Joseph Barbagallo is licensed as a certified public accountant in the Commonwealth of Pennsylvania and the State of New Jersey. He has also completed all course work, testing, case studies, and experience requirements to attain the following designations: Certified Valuation Analyst (CVA); Certified in Financial Forensics (CFF); Certified Fraud Deterrence Analyst (CFD); Certified Fraud Specialist (CFS); Certified Fraud Examiner (CFE); Certified Forensic Interviewer (CFI); he has earned the certification of Accredited in Business Valuation (ABV); Forensic Certified Public Accountant (FCPA) and Chartered Global Management Accountant (CGMA). He has completed all required curriculum courses, experience requirement, and case studies to obtain the designation, Master Analyst in Financial/Forensics (MAFF).

Mr. Barbagallo has performed many business valuations and has testified as an expert witness on business valuations. He is also experienced in forensic accounting and has testified and developed materials used for litigation matters. He has testified in Bucks County, Montgomery County and Philadelphia in Pennsylvania and in Mercer County and Camden County, New Jersey as well as Federal Court. He has also qualified as an expert witness with the State Board of Accountancy for the Commonwealth of Pennsylvania. He has provided litigation consulting services on numerous matters including fraud cases. Joe is also a contributing editor for forensic accounting to Attorney at Law Magazine.

Joe’s public accounting experience began over thirty-five years ago and has gained experiences with privately held as well as public companies and not for profit entities. Joe also has retail experiences as division manager for Sear Roebuck & Co. Joe joined Citrin Cooperman & Company, LLP as a Partner in 2010. As of January 6, 2012, Joe is a shareholder of Barbagallo & Associates, P.C.

Mr. Barbagallo served as a United States Marine and received two medals for Bravery in Combat, including the Bronze Star. He also has extensive flying experience and has received a commercial pilot’s license with instrument rating for single and multi-engine aircraft. He has significant hours, including turbine time. Joe also has a 200 ton oceangoing vessel captain’s license.

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