Joan Glenn, CPA/Owner of Fisher Glenn, LLC
Hi, I am Joan Glenn, CPA owner of Fisher Glenn, LLC a firm specializing in advising individuals and small businesses. Since 1992, I have been servicing the local community -providing tax and accounting services at affordable fees.
When it comes to individual tax preparation, if you think preparing your own tax return makes sense, let me remind you that last year the IRS said that self preparers left behind more than 1 billion dollars, that is over $500 on every self prepared return! When we prepare your return, here’s what you get, a return that will be checked and rechecked by the tax preparer and the computer software identifying potential problems that may be a red flag to the IRS, electronic filing so you get your refunds quicker, and confidence that your return is prepared correctly.
On the business side, we can assist new business with something as simple as the formation of an LLC and the federal and state registration for that new entity to a full array of business services for the larger company, including income tax preparation, monthly or quarterly bookkeeping services, budgeting and forecasting and probably most importantly tax planning, which is key for any small business owner.
In addition to providing accounting and tax services as a CPA, I am also licensed as a financial advisor with Lincoln Investment Planning. Providing retirement accounts, assistance with rollovers, 529 college savings plans, life and long-term care insurance, and general financial planning.
The value I bring as a CPA is that I am able to understand the tax consequences of each investment decision and explain that to my client in everyday language. I approach financial planning from a long-term perspective, positioning my clients in investments that help them achieve their long term goals.
Joan Glenn, with Fisher Glenn LLC, a financial planning accounting and tax firm, specializing in individual and small businesses. Please call our office 856-566-8330.
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