Joel Sowell


“Compliance and reporting for employee benefit plans can be complex. My job is to help my clients understand their responsibilities and feel confident that their concerns are being met.”

Joel Sowell has more than seven years of experience in public accounting. He specializes in employee benefit plan reporting and compliance.

Joel has worked with clients of all types and sizes to meet the requirements of the Form 5500 Series, Affordable Care Act compliance and nondiscrimination testing for employee benefit plans. He also has several years of experience in human resources as well as the banking industry.

Prior to joining the Firm, Joel was a manager at a “Big Four” accounting firm.


  • Certified Public Accountant (New York)