Enrolled Agent / Owner
Joan has worked in the tax-preparation industry since 2003, earning the professional designation of “enrolled agent”—the highest credential the IRS awards. Her tax experience includes employment with tax giant H&R Block, a seven-year engagement at a public accounting firm, and volunteer work with the IRS’ VITA (Volunteers in Tax Assistance) program.
Prior to her tax-industry work, Joan leveraged her business administration and master’s degrees to forge a 20-year career in human resources management and communications consulting. That background makes her uniquely capable of connecting with clients and answering (in plain English) their biggest question: What do the current tax laws mean to me?