Throughout her career Joan has focused on Individual, Small Business, Estate tax preparation and IRS Controversy for her clients. Now she is focusing on Employee Retention Credits for clients.  

She comes from a family of small business owners starting with her grandparents.  That background provides the understanding of the entrepreneur and person operating their own business. 

Education

• University of Maryland, College Park, MD,
  BS Major Finance 1975
• University of Baltimore, Baltimore, MD
  Certificate in Accounting 1979
• American University, Washington, DC
  Masters of Science in Taxation 1993

Professional Designation

• Certified Public Accountant, August 1980
  State of Maryland

Professional Associations and Memberships

• American Institute of Certified Public Accountants
• Maryland Association of Certified Public Accountants

Awards

• SmartVault 2017 Nice List Rising Star Award
• Smart CEO’s Power Players Awards in 2014