Joe primarily serves closely-held businesses and high-net-worth individuals. Additionally, he provides tax planning and tax compliance services for his clients. The majority of Joe’s day-to-day work is done in the retail sector, with an emphasis on auto dealerships. A professional strength that Joe retains is a true dedication to customer service via timely and up-front communication.
Years of Experience
University of Texas at San Antonio, Bachelor’s
Certified Public Accountant (CPA)