Joan serves as a Tax Associate and QuickBooks Specialist at LMHS, P.C., where she has been a dedicated team member for four and a half years. With 15 years of experience in the industry, including prior roles as a Tax Preparer and Bookkeeper, she brings a wealth of practical knowledge and expertise to support both the firm’s tax practice and clients’ bookkeeping needs.

Joan holds a QuickBooks Certification and leverages her comprehensive platform knowledge to help clients maximize the efficiency of their bookkeeping operations.  Joan’s unique combination of QuickBooks mastery and tax expertise positions her to seamlessly connect daily bookkeeping activities with tax preparation requirements.

She earned her Bachelor of Science in Business from Northeastern University, providing her with a solid foundation in business principles that enhances her ability to understand and address clients’ diverse needs. Joan’s combination of technical certification, extensive industry experience, and commitment to client success makes her an invaluable resource for businesses seeking reliable QuickBooks support and tax assistance.