Joel prepares both personal and business tax returns, ensuring everything runs smoothly from A to Z behind the scenes. He is responsible for the project management of our team of tax preparers, assisting partners in handling clients research and responses, as well as supporting the team with client management and procedural guidance. He oversees incoming tax information, ensuring it’s properly organized and placed in-queue for timely processing. On top of that, he keeps the office atmosphere lively with some much-needed comic relief!
Background
Joel grew up in Quakertown, PA. and currently lives in Pembroke Pines, FL
Joel has a Bachelor’s degree in accounting and financial planning. While working at H&R Block, he won the prestigious Nationwide Customer Service award.
Community
Joel loves planning adventures with family and now that he works here, he’s able to go on them. His hobbies include cooking, video games, and movies as well as playing Dungeons & Dragons and Minecraft. Joel enjoys going to Marlins and Panther games.
“What I love most is that PLR feels like a family. When one person is going through a tough time, the whole office comes together to support them. We’re not as rigid or uptight as you might expect from a CPA firm. We get the job done while genuinely enjoying each other’s company, creating a positive and supportive environment.” – Joel