UPDATE
For those small business owners and self-employed persons who are in distress, I am offering:

✓ Relief Lending Consulting
✓ Legislation Compliance & Consulting (FFCRA, CARES, CARES 2*)
✓ Cash Management, Forecasting, & Budgeting
✓ Tax Forgiveness and Deferrals

I am also serving growth businesses that have flourished during this crisis. I can provide:

∙ Tax Planning
∙ Chief Financial Officer Services
∙ Wealth Management
∙ Financial Coaching

WHO AM I
I am a federally-licensed tax practitioner. As an Enrolled Agent, I have demonstrated significant tax knowledge to represent taxpayers before the Internal Revenue Service. In addition to special competence in tax matters, I must adhere to ethical standards and required to stay current with tax laws and regulations by completing a minimum amount of continuing education annually.

WHAT I CAN DO FOR YOU
True tax planning begins by decreasing the total amount of taxes due BEFORE the tax return is filed. Consequently, for those who don’t believe as I do and find themselves saddled with tax debt, I can defend taxpayers against the Internal Revenue Service or any other tax agency threatening to seize and take away bank accounts, real estate, or businesses.

With over 28 years of experience, I provide hands-on tax services to the small business owner and the self-employed, standing shoulder-to-shoulder with small business owners in the trenches of tax warfare.

∙ Pay Less Tax (Tax Planning)
∙ Review Current Tax Liabilities & Implement Changes Needed for Savings
∙ Business Entity Optimization
∙ Create advanced tax strategies for wealth creation
∙ Monthly accounting and/or bookkeeping
∙ Budgeting/Forecasting
∙ Review Income & Expenses for Maximum Profitability
∙ Representation before tax agencies in regards to audits, appeals, and collections
∙ Bankruptcy Planning

WHOM MY FIRM WORKS WITH
✓ Construction/Contractors
✓ Real Estate Brokers/Agents/Investors
✓ Mortgage Brokers/Agents
✓ Food & Entertainment Establishments
✓ Medical Practice Owners/Physicians
✓ Local Business Owners
✓ Self Employed Business Owners

HOW TO REACH ME
My website, www.askmytaxmanjoe.com, is a ‘first-strike’ website for taxpayers looking for strategies and direction in dealing with their particular federal, state, or local tax situation.

You can get a live answer from me via Calendly.