Joseph R. Valentine, EA

Joseph Valentine has been a Senior Tax Advisor at Alt Tax and Financial Services since 2011. He is enrolled to represent taxpayers before the IRS. Joe is in our office on a year-round basis to help assist clients with tax and financial matters.  Joe has received a Bachelor of Business Administration with an emphasis in Management Computer Systems from the University of Wisconsin-Whitewater.  Prior to joining Alt Tax and Financial Services, Joe had worked for Walgreens for almost 15 years, of which 8 years were in management, and has worked for a nationally known tax preparation firm. In 2015 Joe passed his Series 65 - NASAA-Investment Advisors Law Exam 2 where he is now able to offer Advisory platform products as an Investment Advisor Representative along with offering clients opportunities in mutual funds, insurance and other investment products through his affiliation with Avantax Investment Services^SM. He will be able to serve the Federal and State tax preparation needs of individual income tax clients.