Joe specializes in working with business owners, real estate investors, and clients with complex tax planning needs. Joe enjoys helping clients plan their financial futures using efficient and diverse tax planning strategies alongside their overall financial plan. From an early age, Joe enjoyed the analysis of number calculations and math. He excels at taking the abstract nature of accounting laws and applying them to real world situations for greater tax efficiency.
Joe believes that the real value of tax preparation is in tax planning. With all the complexity in the tax law he believes that there are tax savings that can be had through proper planning. Joe encourages all his clients to communicate with him throughout the year to ensure that everything is being done to minimize yearend tax liabilities.
Joe earned his accounting degree from the University of Washington and is an avid husky football and basketball fan. Joe has been with Viridian since 2013 and was named a Shareholder in 2017.