To guarantee a safe and smooth future, it is imperative to understand the benefits of tax planning. This blog post highlights essential tax planning strategies and demystifies complex concepts in clear, accessible language. From understanding the role of financial advisors in tax matters to unveiling the benefits of proactive tax planning, this guide provides valuable […]
Joe has 30+ years as a Certified Public Accountant licensed in the State of Texas and solving IRS problems. Current member with the American Institute of Certified Public Accountants (AICPA), Texas Society of CPA’s (TSCPA), National Society of Accountants (NSA), Bachelor’s degree in accounting (BBA), Master’s degree in Business Administration (MBA) at Texas A&M Corpus Christi. Experience in a variety of industries as Controller, CFO and tax resolution issues for both business and personal tax cases.