Manager
“The most rewarding part of my career has been becoming a trusted advisor for clients. When I provide value-added services such as a plan to minimize a small business owner’s tax bill, it feels great because I am doing more than just reviewing numbers on a tax return. One of the reasons I enjoy working at MTK is that my focus on client service is shared firm-wide.”
Joe joined MTK in 1999 and is a Manager with the firm. Joe applies his experience to his client service responsibilities as well as in mentoring junior staff.
Joe has been a Certified Public Accountant since 2002 and recently earned his master’s degree in Business Taxation from the University of Minnesota.
Joe’s areas of specialty include tax compliance and planning services for closely-held businesses and their owners and assisting small businesses with their accounting and internal financial reporting. Joe provides these services to clients in a variety of industries including professional services, retail, manufacturing and construction.
Core Specializations
- Corporate and Partnership Taxation
- Income Tax Planning Services for Small Businesses and Their Owners
- Accounting Services for Small Businesses
Education
- Bachelors Degree, Accounting & Finance, Drake University in Des Moines, Iowa
- Master of Business Taxation Degree, University of Minnesota
Professional Affiliations
- American Institute of Certified Public Accountants
- Minnesota Society of Certified Public Accountants
Interests and Activities
Joe’s personal interests include golf, fishing, basketball, softball, watching sports and spending time with family and friends.
