Founded
2023
Team Size
Founder-led firm (1–5 professionals)
Vision and Mission
Vision:
To help individuals navigate the growing complexity of modern tax reporting as careers become more global and mobile.
Mission:
Gerard LoSardo & Associates focuses on providing clear, structured tax compliance and reporting support for individuals with complex tax situations. The firm specialises in expatriate taxation, foreign nationals working in the United States, and multi-state work arrangements created by today’s mobile workforce.
Company Success Story
Gerard LoSardo & Associates was founded after Gerard LoSardo spent more than a decade working in global tax practices at leading accounting firms. During his career, he saw how modern work patterns—remote work, international assignments, and multi-state employment—were creating new layers of tax complexity for individuals.
After serving as a Senior Manager in KPMG’s tax practice for several years, Gerard launched his own firm in 2023. The goal was to focus specifically on the types of individual tax issues he had spent years helping professionals and multinational employers navigate.
Today the firm continues to work at the intersection of global mobility, individual tax compliance, and evolving employment structures.
Leadership Team
Gerard LoSardo
Founder and Certified Public Accountant
Gerard LoSardo is a CPA licensed since 2013. He began his career at PricewaterhouseCoopers in audit before moving into tax at KPMG, where he spent ten years working in global mobility tax services. During his final three years at KPMG, he served as a Senior Manager advising multinational employers and executives on complex reporting matters tied to international work and multi-year compensation arrangements.
Main Services
- Individual tax compliance (Form 1040 reporting)
- Expatriate taxation
- Taxation of foreign nationals working in the United States
- Multi-state tax reporting for mobile professionals
- Global mobility program support
- W-2 reporting requirements
- Executive deferred equity compensation reporting
- Tax equalisation and tax protection program support
- Global HR and payroll coordination
Future Commitment
Gerard LoSardo & Associates is committed to continuing work in the specialised areas where global careers intersect with tax reporting. As workforce mobility increases and compensation structures become more complex, the firm aims to remain focused on understanding the reporting challenges created by these changes and helping individuals navigate them with clarity and organisation.