Joseph grew up in Greenville SC and took an interesting collegiate path of studying both Respiratory Therapy and Accounting. After finishing these degrees, Joseph hit the road as a traveling respiratory therapy therapist. Those were great years with assignments in MN, OH, LA, CT, PA and MD

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, in between client appointments.

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 has completed his goal of visiting all 50 states and has a favorite quote about travel that is even more amazing when you consider when it was written:

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

After settling into a full-time job in Maryland, Joe continued to receive word of mouth referrals for tax returns. In 2001, he moved to Norfolk Nebraska, a small town in Nebraska and the childhood home of the famous late-night comedian, Johnny Carson. In 2002, Joseph decided to create a website and take TravelTax national. Why a small town in the Midwest? …. Few square miles ….

In 2018, Joseph moved TravelTax back to his hometown in Greenville SC where it remains today. If you are traveling  ….

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:

• AS Respiratory Therapy, Greenville Technical College

• BA Accounting, Furman University

• MS Taxation, Golden Gate University

• MA Bible, Capital Bible Seminary

• Fellow, National Tax Practice Institute

• Continuing Ed: Canadian Tax, Athabasca University

• IRS Enrolled Agent Certificate #75020

• National Association of Enrolled Agents Member #211736-00

• Canadian Tax Foundation

Continuing Education and Presentations:

Upcoming

• Drake Software Tax Updates Class, January 2025

• Tax Court Exam Review May, July and October 2025

Recent

• December 2024: Canadian Tax Foundation Annual Conference, Vancouver BC Canada

• November 2024, Healthcare Staffing Summit, Arlington TX

• September 2024, Travelers Conference (TravCon), Las Vegas

• July 2024, CNA Travelers Conference, New Orleans

• June 2024, New York University Tax Controversy Seminar, New York City

• May 2024, National Association of Travel Health Organization (NATHO) Annual Meeting Dallas TX

• May 2024, National Association of Enrolled Agents Legislative Fly In, Washington DC

Community Involvement:

• NATHO (National Association of Travel Health Organizations) Tax Compliance Committee

• Professional Association of Nurse Travelers, CFO

• Puerto Rico Baptist College
A bilingual missions college whose graduates serve as gospel ministry leaders in South America, the Caribbean, Spain and Hispanic communities of the US.

• PRBC Foundation
Joe serves as President of the Planned Giving arm of Puerto Rico Baptist College