— YOUR Friendly Neighborhood CPA —
Keep More of Your Money For More of The Things You Love
TAX PREPARATION
OPTIMA PROGRAM
QUICKBOOKS
BUSINESS PLANNING
IRS REPRESENTATION
35
+ Years of Experience: Business, Accounting, Tax Expertise, and more.
We have one mission: to help clients like you keep more of your own money.
Whether you have a startutp, a small business or a mid-sized company to care for, our team stands ready with broad knowledge and a depth of experience not only in tax preparation but also company business planning and consulting. Joe has been helping individuals and small to mid-sized businesses with their accounting and tax services for over 35 years. We do more than just process tax returns; we address each client’s unique situation.
Not Your Average Joe
Joe is your trusted neighborhood CPA. Over coffee or a lively baseball chat, we treat everyone as family.
NERDS OF FINANCE
Former CFOs, auditors and bank managers, our expertise offers a strategic advantage to our clients.
TREASURE HUNTERS
Keep more of what you make. If there are savings out there that belong to you, we find them.
OUTSIDE THE BOX
We believe in proactive, creative problem solving. Out-of-the-box solutions are part of our services.
Results With Integrity
We protect our clients’ interests while remaining IRS compliant. We know when to push the envelope and when we shouldn’t. Our job isn’t to merely process a tax return, it’s to create one we can stand by that’s as beneficial to our clients as possible.
Creative Ideas
We do things (IRS-compliant) that other prepares don’t do. Our proprietary tax-dollar saving program, Optima, can save some qualifying tax payers $2,000 to $20,000+ per year. Our out-of-the-box solutions take a proactive, creative, problem-solving approach to helping you keep more money in your pockets, year after year.
Diverse Team Experience
We are a unique team, and our combined history of experience creates a depth of knowledge that others may not have. We bring a lot more to the table than tax knowledge: our team members have a broad depth of experience in a variety of industries.
We Value Clients
We provide our clients with excellent tax service. We treat our stakeholders; clients and employees, with respect. We stand for taking care of our clients and taking care of our people. We are fairly priced to deliver value to our clients.
A Message From Joe
Learn how our firm helps clients like you
My passion is helping individuals and small to mid-sized businesses with their accounting and tax preparation & planning needs. Specializing in unique, personalized customer service, we emphasize providing cost-effective, time-efficient solutions to our clients. My education and experience has given me a background and depth of knowledge to help you tackle your most difficult business challenges. With a frequently changing Internal Revenue Code, you need someone dedicated to keeping abreast of every piece of tax legislation that affects your unique situation. Our CPAs take 40 hours per year of rigorous continuing education, unlike non-CPA preparers. This allows us to to be your most knowledgeable, most creative and most reliable resource for tax matters.
We save individuals and businesses time and money by uncovering all legal deductions and minimizing taxes paid. We do more than just process tax returns; we address each client’s unique situation.
Don’t let taxation be a frustration. We’re ready to tackle your hardest tax-related challenges.
ACCOLADES
We're Celebrating!
Our clients and friends have spoken! We’ve been voted as the best CPA in Frisco for the second year in a row. Join us as we celebrate!
Endorsed by Dave Ramsey
We are also a Dave Ramsey endorsed local provider!
Keeping your best interest in mind at all times, we provide personalized insight into your specific tax circumstance.
Free Initial Consultation
Nobody wants to overpay the IRS. There’s no need to worry: we will discuss with you how we can partner together to create tax planning strategies and alleviate your tax frustrations.
Helping individuals and small to mid-sized businesses with accounting and tax services for decades. Specializing in unique, personalized customer service, we emphasize providing cost-effective, time-efficient solutions to our clients.
Visit Us
9555 Lebanon Rd, Suite 302
Frisco, TX 75035
Phone: 214-705-2095
Fax: 214-705-9622