Question 1

What are the company's core values?

Accepted Answer

The company's core values are knowledge, accessibility, and trust. They take a client-focused approach and aim to provide professional tax solutions with these values in mind.

Question 2

What is the background of the company's founder?

Accepted Answer

Joel Forbes, the founder of Joel B. Forbes, CPA LLC, has extensive experience in working with national and multi-national corporations on U.S. federal tax credit and incentives while working at a national accounting firm. He then left to open his own tax practice, bringing his experience with large companies to help his clients.

Question 3

How does the company help clients with tax planning?

Accepted Answer

The company helps clients with tax planning, whether it's for their retirement or their business. They believe that an effective tax plan will aid clients in their financial future.

Joel B. Forbes, CPA LLC

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Frequently Asked Questions about Joel B. Forbes, CPA LLC

What are the company's core values?

What is the background of the company's founder?

How does the company help clients with tax planning?

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