Broker Check

The Advantages of a Tax Smart Advisor

Harmony Wealth Management's foundation was in a CPA practice and continues to be a CPA driven firm.  Joe is knowledgeable in a variety of tax and accounting services, from tax preparation and business tax support to bookkeeping and payroll services.  He has extensive experience in tax planning for various situations as well as inheritance planning, estate planning and estate administration.  Coming from a tax-centric background provides our clients with an increased efficiency by understanding how investments will affect their annual tax return.  It also provides additional comfort knowing that we are looking out for our client's best interest beyond the limitations of basic investing.