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Joseph M. Larsen, C.P.A., P.C.
Joseph M. Larsen, C.P.A., P.C. is a CPA firm operating as a single-family office. Profile based on public records; details are sparse.
Joseph M. Larsen, C.P.A., P.C.
Joseph M. Larsen, C.P.A., P.C. is a professional corporation founded by Joseph M. Larsen, a certified public accountant. The firm provides accounting, tax, and financial advisory services, which for high-net-worth families can function as an integrated family office. Public records identify Larsen as the principal, but no specific founding year or operational history is published. The firm's investment strategy is not publicly documented. Typical CPA-led family offices of this nature focus on tax-efficient asset allocation, passive market investments, and estate planning. Without disclosed sector preferences, deployed capital figures, or portfolio holdings, the scope of direct investment activity remains unknown to external observers. No team size, additional office locations, or philanthropic vehicles are identified in public sources. The firm does not appear to maintain a public website or active media presence. Recent operational or investment activity cannot be verified from available records. The structural differentiator of this entity is its combination of professional accounting practice and family-office wealth management under a single corporate umbrella. This allows potential tax and operational integration, though the absence of public information limits a detailed assessment of its governance or succession structure.
General information
Firm type
Single Family Office
Year founded
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AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Principals
Joseph M. Larsen
CPA, Principal
Frequently asked questions
Who is the principal of Joseph M. Larsen, C.P.A., P.C.?
The firm is led by Joseph M. Larsen, a certified public accountant (CPA). Public records list him as the sole principal, but no official biography or investment background is published.
What services does Joseph M. Larsen, C.P.A., P.C. provide?
The firm operates as a CPA professional corporation, offering accounting, tax preparation, and financial advisory services. For a family with wealth, this structure enables integrated wealth and tax management, effectively functioning as a single-family office.
Is there public information about the firm's investment portfolio?
No public sources disclose the firm's investment holdings, asset class allocations, or direct deals. Without a published website or regulatory filings (e.g., Form ADV for RIAs), specific portfolio details are not available.
How is the firm structured relative to other family offices?
This entity combines a CPA practice with wealth management under one professional corporation. Unlike many single-family offices that separate operating businesses from the family's investment vehicle, here the accounting firm and family office appear to be the same legal entity.
Does the firm accept external clients or only serve the Larsen family?
Based on the name and typical CPA firm structure, it likely provides accounting services to external clients. However, the wealth management component appears intended for the Larsen family as a single-family office, not as a multi-family office serving other wealthy families.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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