Meet Our Team
Founder and CPA
A Dallas native, Joe has lived and built his career in the area. After attending Jesuit College Prep, Joe earned a BBA from SMU in 1981. Shortly after graduating, he began his career as a staff accountant in the audit division with Ernst & Whinney, where he received four promotions within five years.
Joe then furthered his career as Chief Financial Officer for a regional commercial real estate company, was the Director of Central Accounting at Trammell Crow, and later CFO for Trammell Crow Corporate Services; the real estate outsourcing arm of Trammell Crow Company. Joe then joined a technology company as CFO and helped to grow sales from $3.1MM to over $48MM.
In 1994, Joe earned his MBA from SMU. All along the way, he prepared tax returns for business associates, friends and family. In 2003, Joe decided to implement a business plan he had developed back at SMU, and open a CPA firm. After preparing 95 returns in the inaugural year, Joe has seen his practice grow to the preparation of 1,000s of returns per year. This steady, dynamic growth has been fueled by true care and concern for his clients and the referrals that such treatment ensures.
Joe sits on the board of the Spirit of a Hero Foundation and is a member of the Frisco Sunrise Rotary. In his spare time, he enjoys spending time with family & friends and cheering on the Texas Rangers, Dallas Mavs and Dallas Cowboys.
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.
9555 Lebanon Rd, Suite 302
Frisco, TX 75035