Joel B. Forbes, CPA, 11520 N Port Washington Rd, Mequon, WI 53092, US

The mission of Tax Management & Financial Horizons is to partner with our clients. We invest the time necessary to learn about you, your family and your business. Our focus is on you and your business. When we start to work with you, we schedule a 60-minute meeting to understand your background, lifestyle and your needs for tax assistance. This understanding helps us give personalized service to you – not the one-size-fits-all service you get from other companies. We make informed recommendations about your needs to help you manage your business and tax responsibilities based on your specific needs. Our clients praise our personalized service and say they’re more secure in their financial future thanks to our help. We come to you, to meet regularly at your because we respect your time. During these meetings, we learn about your processes and provide you the ability to convert business data into information that you can use to manage your business.