Joan provides tax planning and compliance services to help individuals, estates, trusts, and closely held businesses take advantage of tax-saving opportunities specific to their circumstances. Joan also provides IRS and Franchise Tax Board audit representation services, advocating on behalf of clients under audit.

Joan provides guidance for clients in emotional circumstances, helping them to anticipate problems and identify the right solutions. She helps break down the administration by providing the steps needed to convert the overwhelming into smaller, more manageable tasks.

Joan enjoys gardening, reading, and spending time with her family in her spare time. She also has an extensive travel bucket list which she attempts to whittle down as time allows.