Senior Tax Associate

Joe Cortez, EA

Dental Accountant_Joe
Senior Tax Associate

Joe Cortez, EA

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.

Other Team Members

Sarah_Houston Accountant

Sarah Virjee, EA

Project Manager
Emily Boyett

Emily Boyett

Senior Consultant

📌 Specialty: Strategic Partnerships & Growth Advisory

Dental Accountant_Omar

Omar Virjee, CPA, CTC

CEO and Founder

📌 Specialty: Dental Practice Acquisitions & Growth Strategy

💡 What I Do: I help dentists buy and scale practices with clear, strategic financial advice.

📈 Results: Clients often boost cash flow by $50K+ through smarter deals and tax planning.