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Why J&J

I have gone back to my roots to better serve my clients by providing the knowledge and experience of the large firms at the price of the small firms.  Here a few reasons to choose Joseph & Joseph, LLC:

Experience: I operated a small tax preparation and bookkeeping business working with clients confronted with the same business issues I was, allowing me to analyze their problems and give appropriate solutions. I worked in the internal audit department of a major corporation where our goal was to analyze operations, identify weaknesses and inefficiencies then produce solutions to make those operations more cost effective and efficient. I worked as a tax manager in a top 40 CPA firm where we were constantly challenged to maximize the benefits and navigate the complexities of current tax law. I worked as a senior tax manager in a top 10 CPA firm. I have worked with individuals and business entities of all types with issues involving multi state operations, real estate purchases and sales, merger and acquisitions just to name a few. This experience has enabled me to identify issues effecting individuals and small businesses in different fields and economic times.

Education: I believe knowledge is power and make it mandatory to far exceed the requirements set forth by the AICPA in continuing education. I take continuing education that is beneficial to my clients in order to be up to date on current issues, some of which include the Affordable Care Act; Regulations regarding Repairs and Maintenance for Owners and Lessees; Real Estate issues; and Retirement planning.

Technology:  I am committed to utilizing high quality, dependable technology to maximize the efficiency and resources available in researching tax preparation and accounting issues; processing tax returns; and to maximize safeguarding of client’s data.

Advisor’s: I understand the benefits of having knowledgeable people on our teams, including attorneys, bankers, financial consultants, and others.  I have developed relationships with quality professionals so that when necessary you will have access to the best advice possible.

Community: I believe in and am actively involved in our community including, membership in the Boise Chamber of Commerce, giving time to assist local non-profits such as the Boise Art Museum, Current member of the Boise Downtown Rotary club and two time Past President of Denver Metro North Rotary Club.

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