Tax Assistance That Helps You Keep More
We help our client’s minimize their tax liability and solve complex tax issues with integrity, transparency, and 15 years of experience.
Professional Tax Solutions
Joel B Forbes, CPA LLC is a CPA firm specifically dedicated to federal and state tax issues. Celebrating our 10th year, Joel B Forbes, CPA LLC has successfully helped clients file tax returns, defend IRS and state agency inquiries and audits, and helped individuals and businesses plan in a constantly changing tax environment. We have done it with a client focus approach using our core values of knowledge, accessibility and trust.
Tax Preparation
We help you maximize all possible deductions and credits and identify advantageous planning opportunities.
Tax Controversy Resolution
We identify, assess, and implement an effective and intelligent response that will overcome or mitigate tax issues.
Tax Planning
Whether it’s for your retirement or your business, an effective tax plan will aid you in your financial future.
About Us
Looking After Your Interests
Joel Forbes has been a practicing CPA for the last 14 years. His early focus was working with national and multi-national corporations on U.S. federal tax credit and incentives with the tax division of a national accounting firm. In 2012, he left to follow his dream of having his own tax practice and opened Joel B Forbes, CPA LLC. Leveraging his experience with large companies he brought many of the processes and tools to help individuals and small business more effectively manage their tax liability and successfully deal with tax controversies.
Our Core Values
Knowledge
We strive to understand our clients situation and needs in order to apply our up-to-date knowledge of current tax policy.
Accessibility
We are vigilant about responding to our clients inquiries in a timely fashion and ensure they receive relevant progress updates.
Trust
The working relationship between a client and their CPA is crucial. With trust we can thoroughly understand expectations and help you plan effectively.
Words From Our Clients
We take pride in building long term, lasting partnerships with our clients. As you grow, we’ll have your back every step of the way.
Throughout our family’s change and growth, we have relied on Joel’s advice. We appreciate his outstanding knowledge his clear and thorough communications, and his engaging professional style. Joel has consistently provided creative advice and solutions that have helped us navigate through complex tax obligations and tax-planning. We look forward to many more years of working with Joel, and we consider ourselves very fortunate to have met him.
Catherine and Myles (Shorewood, WI)
Joel Forbes has been preparing my personal and business tax returns for the last 6 years. Joel takes great care in what he does and is very professional. He adds value to his services by his timely responses and his understanding of small business needs. He is incredibly familiar with tax policy and financial regulations and can apply them to my needs. I can always count on his advice and look forward to working with him in coming years.
Efim (River Hills, WI)
Joel has been my CPA for the last decade and has helped me manage my taxes while living in three separate states, CA, WI, and WA. I’m always impressed with Joel’s knowledge of the tax code, especially when it comes to depreciating assets, investment and rental income. Joel has always been thoughtful and thorough in his approach and consistently quick to respond to any of my inquiries. I would highly recommend Joel for all of your tax needs.
Kyle (Kirkland, WA)