The IRS and Social Security


As a CPA with many years of tax preparation experience, Joe can help you with your complex and varied tax questions, issues and concerns. You may also go the the IRS web site to print forms and check for the status of your return.

IRS, Internal Revenue Service, Tax planning






Social Security is the one topic that may affect your retirement the most. There are many things to do before you even decide to take your Social Security. Joe can help develop a filing strategy by incorporating Social Security distributions into your retirement plan to help secure a path to your financial objectives. Have you reviewed your annual earnings statement?

Social Security Administration