Joe has been a good mentor to me and has introduced me to different tax strategies and techniques. He strengths are being well versed in the tax code and his efficiency with identifying issues for the Clients. Joe also has to the skills to communicate that information in a easily digestible manner, where his Clients and staff and execute the plan. Joe has always be open to connecting me with other professionals who can assist me with office automation or higher level tax trainings. If you are seeking a tax advisor, Joe is your guy.

Author

Joe has 25+ 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.