About Joseph A. Grutta
I'm an IRS Enrolled Agent (EA) and a Certified Financial Planner (CFP) since 1983. I am also multi state licensed as an insurance agent and general securities broker with Peak Brokerage Services, LLC / investment advisor representative with Blackridge Asset Management, LLC. Currently I deal with many complex tax issues that arise for my business and individual clients. On an ongoing basis I handle tax issues that a regular preparer may see once a year or once in a career. Because of the diversity and difficulty of returns that I deal with I have developed a deep knowledge about US individual taxation.
Utilizing my vast tax expertise, I help my financial services clients with tax planning that many other financial advisors are not allowed or qualified to offer.
Utilizing my vast tax expertise, I help my financial services clients with tax planning that many other financial advisors are not allowed or qualified to offer.
Tax Agencies Serviced
Federal Tax Agencies
- Internal Revenue Service
Reviews
Problem Experience
- Unpaid Taxes
- Past Due Tax Return
- Unfiled Returns - No Balance
- Tax Lien
- Tax Penalties
- Tax Audit or Examination
- Trust Fund Recovery Penalty
- Notice of Deficiency
- Passport Issues
- Spousal Tax Issue
- Tax Refund
- Tax Return Mistake
Solution Experience
- Payment Plans
- Individual Tax Preparation
- Offer In Compromise
- Currently Not Collectible
- Partial Payment Installment Agreement
- Penalty Abatement
- Amend Tax Returns
- Innocent Spouse Relief
- Injured Spouse Relief
- Business Tax Preparation
- Trust Tax Preparation
- Estate Tax Preparation
- FBAR & FACTA
- CSED Analysis
- IRS Transcript Analysis
Tax Types Serviced
Corporate Tax
Income Tax
Taxpayer Types Serviced
Individuals
Sole Proprietor
Limited Liability Companies
S-Corporations
C-Corporations
Estates
Partnerships/Multi-Member LLC
Professional License & Designations
Professional Licenses
State/Federal
Enrolled Agent
Federal
3/5/2005
Active
Related Work Experience
| Job Title | Company | Location | Work Duration |
|---|---|---|---|
| Founder / CEO | JAG Financial Services | Melbourne, Florida | Jun 1983 - Present |
Education
Not Provided
Associations & Memberships
| Associations or Memberships | Position | Duration |
|---|---|---|
| NATP | Member | 2008 - Present |
| FSEA | Member / Former Chapter President | 2008 - Present |
| NAEA | Member | 2007 - Present |
| CFP | Licensee | 1984 - Present |
Contact Information
Pricing & Payments
Free Consultation
Contact Me for Details
Visa
Mastercard
Check
Cash
Publications
| Publication Type | Publication Name | Title | Link |
|---|---|---|---|
| Web Article | Annuity 123 | Who Does Your Financial Advisor Work For? | View Publication |
| Web Article | Forbes | Financial Advisors: The Good, The Bad, And The Ugly | View Publication |
Videos & Photos
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