Joe started the CPA firm in the early 1980’s. Since then, he has represented thousands of taxpayers. After the first few years specializing in taxpayer representation, the firm became a referral source for other CPA’s and attorneys. Over the last 35 years Joe has helped people resolve their most difficult tax matters. He has also helped many people overcome their issues causing them to not file, owe taxes, be audited, and in general, not feel the joy and excitement they did when they first started their profession or their business. Joe says that poor accounting records, unfiled returns, overpaying taxes, allowing yourself to be audited, and feeling that your job or business is a chore, are symptoms of something much greater. He says “let’s put an end to this now. Let’s fix what’s wrong and let our professions (jobs) and businesses be an empowering force in our lives”.
Today he is sought out by people who have hired other companies who made wild promises of results. These people are now worse off after spending thousands of dollars foolishly. He teaches them to look past the promised claims of results, and understand not to trust companies unless they are professionally licensed by the state they are in. Statements such as “We have over 50 years combined experience.” “We work the fastest or your money back.” “We can definitely get you an offer for X amount of dollars.” must be examined closely. Is there a licensed professional firm making the statement? Does it make sense? Many claims of results by licensed professional firms are unethical.
Are these people in business to take advantage of your tax situation? Are they experienced and knowledgeable enough to help you guide your company to success? Over 90% of payment plans with the IRS fail. Joe stands for “Ethical, Professional, Experienced, Results”. Do not settle for less!
His clients have experienced amazing success in their personal and business lives. You can too.