Joe holds a Bachelors Degree in Accounting from University of Houston and has over a decade experience in working with clients from Doctors to Real Estate professionals. Joe loves breaking down complex IRS issues and developing plans to help his clients minimize their tax burden. Joe holds an Enrolled Agent certification with the IRS. During his free time Joe enjoys spending time with family and friends and watching his favorite sports teams.
Senior Tax Associate
Joe Cortez, EA
Senior Tax Associate
Joe Cortez, EA
Other Team Members
Abbey Ali, MBA, EA
Partner Client Accounting and Tax Services
📌 Specialty: Accounting & Tax for Dental Startups and Multi-Location Practices
💡 What I Do: I guide dentists from associate to owner with reliable accounting and strategic planning.
📈 Results: Helped 300+ dentists save $50K–$75K through proactive tax strategies and real estate planning.
Is it time to work with a better tax & accounting team?
We work tirelessly to save you more money. But don’t just take our word for it! We proudly serve over 150 happy dentists, all with a 5-star rating. Check out our glowing reviews on Google.
