Joseph Serrecchia-Owner

As a Bachelor of Science in Management (1979), Joseph is a dedicated Enrolled Agent with thirty-five years of experience developing and implementing financial plan &, strategies. Expert in establishing tax strategies and representation before state and federal tax authorities for offers-in compromise, installment agreements, innocent spouse, audits and appeals. Computer skills include proficiency in Excel,Word, QuickBooks, Tax software and related worksheets and MS Office.

Prior Work Experience:

• HD Vest Financial Services (1989 – Present) Registered Representative; Registered Investment Advisor Agent
• Peter R. Cocciardi & Associates (1983 – 1989) Tax Preparer
• H&R Block (1980 – 1983) Tax Preparer
• H&R Block (1972 – 1974) Tax Preparer

Presently working in private practice for tax & financial planning clients with emphasis on tax representation, retirement, and educational planning.

Other Credentials: (Certificates, Professional Affiliations, etc.):

• National Association of Tax Professionals (NATP)
• MA/RI Chapter NATP – Board of Directors
• National Association of Enrolled Agents
• Accreditation Council for Accountancy & Taxation