Specialties
I'm offering a 25% YELP discount for new tax clients. I am also a Certified IRA & 401(k) Planner (see more later). There are no fees for IRA, etc consulting or Retirement Planning.
I'm looking for a few good, honest clients. I do not do Tax Refund Loans, When you reach out to me, we will discuss how much did you pay to whom for your Return last year. I can give you an estimate of what my fee would be for the same return. I can probably do the return for less.
I will also help you coordinate your Retirement Planning (IRA's, 401(k)s & other qualified plans) with your overall Retirement Plan.
I am qualified as an IRA Expert (including 401(k), 403(b), IRA and other qualified plans) and also as a Life Insurance Professional. I just completed a very extensive webinar and study course on all the details of managing and moving 401(k)s, 403(b)s, IRAs and all other Retirement vehicles. It took about 15 hours of study for me to be comfortable to be called an expert. Most of you are paying too much in fees & commissions in their qualified plans.
Did you know you can control your own 401(k), 403(b) & other such plans if you are over 591/2 even though you have not left your employer. You can control the risk and fees better than in your company plan in most cases. Ask me how.
History
Established in 1969.
When I left the IRS as an Internal Revenue Agent (field agent) in 1969, I continued doing Federal Income Tax Returns. I had a few jobs in industry including being a Controller at two companies and being Executive Vice-President (COO) of a small public company. Later I was President (CEO) of that public company. I have done some business consulting before and since I came into the professional life insurance business in 1978. I am a business "Turn Around" Specialist.
I have had an office in Longview since 1987. I am a Born Again Christian and if that offends you, you need not call. I work by appoint only in my Longview office.Be Blessed.
Meet the Business Owner: Joel F.
See the History of The Company for a summary bio of my professional work experience.
I have worked all my life including when I was a child. I worked and made all my spending money.
I proudly served approximately two years in the U.S. Army serving sixteen months in Germany. I was released with an early out to go back to Tyler Junior College. That was just before I was 21 years old.
I worked 45 hours per week at Texas Instruments in Dallas while taking 12 hours per fall & spring semesters & 6 hours per summer semesters at North Texas State University in Denton. I graduated with a BBA in Accounting.
I have, or have had, Life Insurance licenses in Texas and several other states, a Texas Real Estate License and several Securities licenses in Texas.
I "give back" to the community by offering free income tax returns to some who are unable to pay, free Notary Services and free FAX services to the neighborhood. I try to do "something" for someone else every day. I am Blessed.
