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.
BOSS is the answer to your back office headaches. Our cloud-based solution enables you to hand complex accounting tasks over to us. We work the numbers while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.
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