Joseph grew up in Greenville, SC, but after graduating from college and marrying, 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.

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 its 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? Having traveled in all 50 states, Joe has discovered 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 next door at Mr. Salsa!

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:

• Drake Software Update School - Las Vegas - Dec 2022

• Canadian Tax Foundation Annual Conference - Toronto - Dec 2022

• Tax Court Exam Review - Las Vegas - May/July/October 2023

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