This is just so you don’t think he is all that serious…
Joseph grew up in Greenville, SC, but after graduating from college and marrying Daina, he hit the road as a traveling respiratory therapist. Those years were fun with assignments in MN, OH, LA, CT, PA, and MD, but in the process, he began to gather tax clients, eventually using his accounting degree more than his respiratory therapy degree. Daina made him hang up the stethoscope because she could see what was coming next.
Joe is driven; his Myers-Briggs personality profile is INTJ, aka “the mastermind,” and fits him. Knowledge is to be constantly gained, categorized and utilized. That benefits you, our client, in that you know that he has his finger constantly on the pulse of the latest tax issues. When others read articles about the latest important tax court case, Joe has read the actual case itself. For that matter, he may have been the one that wrote the article that everyone else reads. He writes for magazines and blogs, posts on numerous tax forums, and answers dozens of emails every day
Travel is still a big part of his life, but now it is for seminars and consulting contracts with healthcare staffing firms, reviewing their reimbursement policies and giving recruiters in-services so they understand the tax issues better. He and Daina have almost completed their goal of having been to all 50 states (missing 4). He has a favorite quote about travel that is all the more amazing when you consider it’s date:
Travel is fatal to prejudice, bigotry, and narrow-mindedness…
Broad, wholesome, charitable views of men and things cannot be acquired
by vegetating in one little corner of the earth all one’s lifetime.
-Mark Twain
All of this started in Norfolk, Nebraska. Why a small town in the Midwest? Travel allowed him to discover that small towns in the Midwest are microcosms of major cities: everything you need sandwiched into a few square miles. Now everything is in Greenville SC where he grew up. If you are traveling through South Carolina between engagements, he would love for you to stop by for a visit—he might even take you to lunch!
The best proof of Joe’s expertise is just to list you his education and credentials. It is impressive. Feel free to verify the information.
Joe’s Credentials/Education:
Continuing Education and Presentations:
Community Involvement:
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