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Joseph B.

Yonkers, NY

$50/hour

Finance and Tax Professional and Financial Consultant

In-person lessons

$50/Hour


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Mercy College

Education

Mercy College

About Joseph

I am an experienced business person with over 25 years working in related financial fields. I have extensive knowledge of all aspects in business from set up to management to retirement planning. I also am a volunteer with an organization, assisting individuals that want to start a business. I also prepare individual and business tax returns.

I have a BS in Finance, over 25 years as a credit officer for bank and financial companies, have a NYS Life and health Insurance license, Finra series 7,63,65, and am an IRS Enrolled Agent.

I am certified as a personal trainer by International Sports Science Association, fencing teacher and squash player and coach.
I am an experienced business person with over 25 years working in related financial fields. I have extensive knowledge of all aspects in business from set up to management to retirement planning. I also am a volunteer with an organization, assisting individuals that want to start a business. I also prepare individual and business tax returns. Read more

Policies
Travel Radius
Travels within 5 miles of Yonkers, NY 10704
In-person lessons
Test Preparation:
Career Development
Business:
Business,
Career Development, Economics, Tax Preparation
Sports/Recreation:
Fitness

Approved subjects are in bold.

Approved subjects

In most cases, tutors gain approval in a subject by passing a proficiency exam. For some subject areas, like music and art, tutors submit written requests to demonstrate their proficiency to potential students. If a tutor is interested but not yet approved in a subject, the subject will appear in non-bold font. Tutors need to be approved in a subject prior to beginning lessons.

Business

I have worked with business owners for over 25 years and understand all aspects of general business practices, accounting, marketing, finance etc. I currently volunteer as a SCORE mentor working with individuals that want to start a business. I am also a IRS Enrolled Agent and have knowledge of tax law.

Fitness

I have a professional designation from ISSA as a certified fitness trainer. I currently train selected clients. The American Health Care Academy has recognized me as having qualifications for CPR/AED and First AID. I am a weekend squash coach for City Squash, a non for profit organization. Personally I play golf, squash and fence, some for over 20 years.

Tax Preparation

I am an IRS Enrolled Agent, which allows me to prepare taxes and represent taxpayers in from of revenues agents and in Tax Court. I prepare personal and corporate tax for selected clients. In order to maintain my IRS designation I must take, complete and pass annual continued education course, which I have done each year. I also understand the effect of taxation and how it effects individuals on various subjects, such as divorce, (I am a Certified Divorce Financial Analyst), retirement and estate planning.

Mercy College

Education

Mercy College

Hourly rate

Standard Hourly Rate: $50.00

Travel policy

Joseph will travel within 5 miles of Yonkers, NY 10704.