Joe graduated with honors from Elon University with a degree in accounting and a minor in business administration. One of the top graduates of the Martha and Spencer Love School of Business, he passed the CPA exam on his first attempt.

Joe possesses over 30 years of successful experience including public accounting and corporate management within the transportation, sales and service sectors and is a member of the AICPA.

Whether your company is a start-up, a continuing business or a well-established company looking at exit strategies, Joe has the experience to guide you through all the necessary steps. Joe manages and supervises the preparation of all individual and business income tax returns or forms and oversees all financial documents or statements before they are released to the client(s).

Joe enjoys working with individuals to navigate the complicated tax law to ensure the best application for their particular circumstances.