History
Joan has been a CPA for over 30 years and works in the areas of corporate, partnership and individual taxes and business planning. She also works in the specialized area of homeowners associations. Joan went to work with Dan Jeffers in 1996, but started in public accounting with Matson and Isom (MIAC) in 1979. Her work in the tax field began there when she transferred to the tax department after getting her audit hours. She worked for MIAC for 11 years then for a medical group for one year, before realizing that public accounting was where she belonged. After nine years with John Powell, CPA, Joan went to work with Dan, because of his emphasis on estate and trust work. She purchased the business from Dan in 2005. Her goal for her clients is to provide a well-rounded tax service, including the accounting process, tax returns, business planning and estate planning.
Specialties
Our firm offers a wide range of services to our individual, business & trust clients. Because our firm is relatively small, our clients benefit by getting personalized, quality, long-term service. As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional. - Accounting Services - Bookkeeping - Business Consulting - Business Entity Selection - Business Property Tax Returns - C-Corporation & S-Corporation Tax Returns - Eldercare Services - Estate & Trust Tax Preparation - Estate Planning - Homeowner's Associations - Individual Income Tax Preparation - Management Advisory Services - Medical Practice Consulting - Monthly/Quarterly Financial Statements - Partnership Tax Returns - Payroll Services - QuickBooks Accounting Software Implementation - Retirement Planning - Reviews & Compilations - Trustee Services