Joe joined Morgan & Associates in 2018 as a Senior Accountant during tax season. He earned his Bachelor of Business Administration and Master of Science in Accountancy from Grand Valley State University. In January of 2014, Joe attained his CPA and Enrolled Agent designations. He has also worked in public accounting for Lothamer Tax Resolution from 2013-2015 and Hungerford Nichols from 2015-2017. His areas of specialty include the preparation of tax returns and representation of clients before the IRS. Joe especially enjoys meeting with clients and providing them "good ideas" to further understanding the components of accountancy, tax, etc.
In Joe's free time, he enjoys traveling with his wife (Vanessa), swimming, playing golf, watching sports, and spending time with family and friends.
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We understand that the countless number of tasks associated with running a successful practice leaves you with little time to deal with your numerous accounting and tax responsibilities. That is where ...read more
With proactive tax strategies and industry-specific expertise, we have a proven track record of helping property management firms succeed from...read more
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Working from home has increased in popularity over the past several years. But today, amidst the COVID-19 crisis, it’s not only popular, but required for many. Moving from a hustle-and-bustle professional workspace to a home office can be a major transition for many. To help you make the move successfully, here are a few tips to reduce distractions while working from home:
companies will be able to retain an amount of payroll taxes, equivalent to the credit amount, that otherwise would have been required to have been deposited with the IRS.
Steps for employers placing employers on temporary unpaid leave