History
Joe has a broad background in finance, including banking and as a stock broker. The business began in 1986 in Carlsbad, California and moved to Cedar Park, Texas in 2006. Joe's wife, Patty, works with him, and their cocker spaniel, Jack, comes to the office sometimes to help out!
Specialties
We specialize in personal taxes and taxes for small business owners (including S Corps, Partnerships and Fiduciary returns). If it has to do with taxes, we've done it before, whatever your needs: All states, multi-state returns and back taxes too. Local clients schedule appointments and sit down to talk with Joe, who is a very approachable and knowledgeable guy. If you are out of state or overseas, we work by phone/e-mail/USPS/UPS...however you want to get your documents to us. Our philosophy is that we are dedicated to the proposition that you should never pay more tax than is required by law, so we dig for those deductions to help you save money.