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Specialties
I offer tax preparation and other financial services for a wide variety of clients. I specialize in:
*Tax return filing and tax planning for individuals and small businesses.
*Income tax audit representation for the IRS and all states.
*Registered Domestic Partner and same-sex married couple returns and issues.
*Back filing and tax problems.
*Ex-pat returns.
*Small business taxes, bookkeeping and payroll
History
Established in 2002.
I finished my masters in taxation in 1999, the same year I started working for Grant Thornton, an international accounting firm. There I gained experience in all areas of tax; individuals, corporations, partnerships, trusts, even agricultural coops. However my heart wasn’t in working for a big firm and I started my own firm in 2002.
I’m not a suit & tie kind of person; I work from home in a casual atmosphere. I also have a virtual office, taking advantage of technology and work with clients around the world through my secure document portal, email, phone and fax. I’m available year round for tax consulting and planning.
Meet the Business Owner
Joan M.
Business Owner
I started doing taxes at Grant Thornton, LLC in 1999, just before I finished my Masters degree in taxation. I spent three years doing a variety of tax returns there: individual, including high net-worth individuals, corporate, LLC, partnership, trust, nonprofit, and even farming cooperative returns. My heart was not in working for a big firm, however, and I left to work for myself in 2002.
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