Joe Caplan, CPA, MBA

Partner | Managing Member + Department Chair

Partner at Rosenberg Rich Baker Berman, P.A.

Managing Member + Tax Department Chair at RRBB Advisors, LLC

As Chair of the RRBB Tax Department, Joe provides tax, advisory, attest, and accounting services to owner-managed businesses in various professional service industries. Primarily, these industries include law firms, health care, real estate, distributors, and small businesses.

Accounting for Professional Services

An entrepreneurial advocate, Joe counsels clients on business and tax strategies to assist them in dealing with short- and long-term challenges, opportunities, and growth. He helps small to mid-market companies maintain and increase their competitive advantage while keeping compliant with tax and accounting responsibilities.

Dedicated to client success and satisfaction, Joe provides the attention needed to help them develop and achieve their financial goals. Further, he has deep expertise in the accounting and tax services necessary for growth, business and personal strategies, tax compliance, and financial decisions. Joe is a forward-thinker and possesses a deep understanding of the language of business. Thus, he can assist a small business to grow or help a law firm develop solutions to issues.

Before joining RRBB, Joe was the local professional services leader for a national accounting firm. While there, he focused on providing tax, attest, and accounting services to those in the law, medical and dental, and professional services fields.

Leading the Industry

Ever since his trips to the “big city” as a child with his mother, Joe dreamed of being a part of the business world. Consequently, he found the field of accounting. Therefore, Joe is extremely passionate about the profession. Because of that passion and his thirst to help others, he exemplifies the qualities of a mentor and leader. Even more, Joe graduated from the AICPA Leadership Academy as one of only 41 CPAs in the United States elected in 2018.

As a result, Joe focuses on moving RRBB and the accounting industry forward by helping his team members and peers develop and achieve their goals. For example, he is currently leading the charge in creating and implementing a firmwide mentorship program. Because Joe feels that the employees are a firm’s greatest asset, it is crucial to improve the employee experience and talent development for the firm to succeed.

Additionally, Joe often participates in the New Jersey Society of CPA’s Career Awareness Program and speaks to the next generation of potential accountants at various high schools. Outside work, he is a member of the CrossFit community, a diehard New York Jets fan, and a rookie trumpet player. He enjoys spending time with his family, including his two kids, Joey and Michele.





  • NJCPA 2023 Impact Ovation Award
  • Elected to the 10th class of the AICPA Leadership Academy
  • NJBIZ 2019 “Vanguard Series: Accounting” Awards


  • Certified Public Accountant, State of New Jersey
  • Certified Public Accountant, State of New York


  • Bachelor of Science in Accounting, cum laude, College of Staten Island, The City University of New York (Staten Island, NY)
  • Master of Business Administration, Saint Peter’s University (Jersey City, NJ)


  • "Understanding SECURE 2.0: Understanding recent Congressional changes to retirement plans," The Jewish Federation of West-Central New Jersey Business Networking Group, Bridgewater, NJ, March 1, 2023

Professional Memberships

  • American Institute of Certified Public Accountants (AICPA)
  • AICPA Young Member Leadership Committee
  • New Jersey Society of Certified Public Accountants (NJCPA)
  • NJCPA Monmouth/Ocean Chapter President
  • NJCPA Monmouth/Ocean Chapter's Healthcare Committee Chair
  • New York State of Certified Public Accountants (NYSSCPA)


  • Quoted, "A growing company should review its structure, experts advise," NJBIZ, January 22, 2023
  • Quoted, “RRBB Accountants and Advisors names 2 new partners in Somerset,” ROI-NJ, February 4, 2022
  • Mentioned, “RRBB Accountants and Advisors on hiring spree to further company growth strategy, ” ROI-NJ, February 4, 2022
  • Quoted “Building a sound structure: How a business format could affect income tax liability,” NJBIZ, October 21, 2019
  • Quoted, “How to keep your direct reports engaged: Building relationships makes all the difference,” Journal of Accountancy, April 1, 2019
  • “Have you considered key performance indicators for a professional services firm,” NJBIZ, May 1, 2018


"RRBB" is the brand name under which Rosenberg Rich Baker Berman, P.A. and RRBB Advisors, LLC, and its subsidiary entities, including CFO Financial Partners LLC, provide professional services. Rosenberg Rich Baker Berman, P.A. and RRBB Advisors, LLC (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Rosenberg Rich Baker Berman, P.A. is a licensed independent CPA firm that provides attest services to its clients, and RRBB Advisors, LLC, and its subsidiary entities provide tax and business consulting services to their clients. RRBB Advisors, LLC, and its subsidiary entities are not licensed CPA firms.

  • Certified Public Accountant, State of New Jersey
  • Certified Public Accountant, State of New York