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Firm Profile

Question: How many years experience do you have?
Answer: Joel Beard, CPA  has over 25 years experience in industrial operations and material management plus an additional 7 years experience  in industry and public accounting.
Question: If needed, can you represent my business before the IRS and state taxing agencies?
Answer: As a licensed CPA, Joel has the experience to provide this service.
Question: Can you assist with my Quickbooks?
Answer: Yes, Joel Beard, CPA is an Intuit Certified QuickBooks Pro Advisor. We can offer implementation and operator training. We can also provide accounting services as needed on an hourly basis.
Question: What is involved in becoming a new tax client?
Answer: With today's technology and IRS e-filing, we can prepare your tax returns whether you live out of state or across the street. We will provide you with a client organizer to assist you in collecting the necessary tax source documents. You may deliver this information in person or you may send the completed client organizer along with your source documents (W-2's, 1099's, etc.) to me via mail, fax, or an e-mail attachment.
Question: What are your company's areas of expertise?
Answer: Our expertise is in tax preparation for individuals, partnerships, S corporations, estates and trusts. We use the most sophisticated tax preparation and tax research software to ensure the most accurate returns while taking full advantage of qualified deductions and tax credits.

 We are also QuickBooks ProAdvisors with hands-on experience in implementation, training, and data entry. Based on your needs, we will identify the correct software for your application.