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Joseph B.

Finance and Tax Professional and Financial Consultant

Finance and Tax Professional and Financial Consultant

$50/hour

  • Yonkers, NY 10704

About Joseph


Bio

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...

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.


Education

Mercy College
undergrad

Policies


Schedule

Joseph hasn’t set a schedule.


Subjects

Business

Business,

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.
Tax Accounting,

Tax Accounting

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.
Macroeconomics, Microeconomics

Corporate Training

Business,

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.
Tax Accounting,

Tax Accounting

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.
Macroeconomics, Microeconomics

Homeschool

Macroeconomics, Microeconomics

Math

Tax Accounting

Tax Accounting

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.

Other

Macroeconomics, Microeconomics

Sports/Recreation

Fitness

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.

Summer

Macroeconomics, Microeconomics

$50/hour

Joseph B.

$50/hour

  • No subscriptions or upfront payments

  • Only pay for the time you need

  • Find the right fit, or your first hour is free

Contact Joseph