About Joseph Serrone
Joe Serrone, an Enrolled Agent (EA), is a federally-authorized tax practitioner who brings technical expertise and a wealth of experience to the field of taxation. Empowered by the U.S. Department of the Treasury, Joe has earned unlimited practice rights, allowing him to represent taxpayers nationwide before the Internal Revenue Service (IRS) in audits, collections, and appeals.
With a strong commitment to serving both individuals and businesses, Joe's approach is progressive and forward-thinking. He assists clients across the United States with comprehensive accounting and tax services, including tax return preparation for individuals, partnerships, and corporations. Joe’s expertise extends beyond routine tax matters; he specializes in developing proactive tax planning strategies designed to minimize both current and future tax burdens.
What sets Joe apart from other tax professionals is his status as an Enrolled Agent. This designation is achieved through a rigorous examination process that demonstrates an advanced level of knowledge and expertise in all matters of taxation. Enrolled Agents are uniquely qualified to represent taxpayers before the IRS, ensuring that clients receive the highest level of representation and support.
By choosing Joe Serrone, you're opting for a tax expert who is dedicated to optimizing your financial health through meticulous tax planning and representation. Whether you're facing an IRS audit, dealing with collections, or simply looking to reduce your tax liability, Joe’s extensive knowledge and proactive strategies make him an invaluable ally in navigating the complexities of the tax system.
Joe Serrone is here to guide you through every step of the tax process, ensuring that you remain compliant while maximizing your financial potential. Trust Joe to provide the expert advice and representation you need to achieve your financial goals.
With a strong commitment to serving both individuals and businesses, Joe's approach is progressive and forward-thinking. He assists clients across the United States with comprehensive accounting and tax services, including tax return preparation for individuals, partnerships, and corporations. Joe’s expertise extends beyond routine tax matters; he specializes in developing proactive tax planning strategies designed to minimize both current and future tax burdens.
What sets Joe apart from other tax professionals is his status as an Enrolled Agent. This designation is achieved through a rigorous examination process that demonstrates an advanced level of knowledge and expertise in all matters of taxation. Enrolled Agents are uniquely qualified to represent taxpayers before the IRS, ensuring that clients receive the highest level of representation and support.
By choosing Joe Serrone, you're opting for a tax expert who is dedicated to optimizing your financial health through meticulous tax planning and representation. Whether you're facing an IRS audit, dealing with collections, or simply looking to reduce your tax liability, Joe’s extensive knowledge and proactive strategies make him an invaluable ally in navigating the complexities of the tax system.
Joe Serrone is here to guide you through every step of the tax process, ensuring that you remain compliant while maximizing your financial potential. Trust Joe to provide the expert advice and representation you need to achieve your financial goals.
Tax Agencies Serviced
Federal Tax Agencies
- Internal Revenue Service
State Tax Agencies
- North Carolina Department of Revenue
- Florida Department of Revenue
Reviews
Problem Experience
- Unpaid Taxes
- Past Due Tax Return
- Unfiled Returns - No Balance
- Tax Lien
- Tax Penalties
- Bank Levy
- Tax Audit or Examination
- Notice of Determination
- Trust Fund Recovery Penalty
- Notice of Deficiency
- FBAR & FATCA
- Other Levies
- Passport Issues
- Cryptocurrency Issue
- Spousal Tax Issue
- Tax-Related Identity Theft
- Foreign Informational Penalties
- Criminal or Tax Evasion
- ESRP
- Expatriation (Form 8854)
- FIRPTA
- Tax Preparer Penalties
- Tax Refund
- Tax Return Mistake
- Unpaid Taxes
- Unfiled Tax Returns
- Treasury Offset
- Wage Garnishment
- Tax Lien
- Tax Penalties
- Seizure
- Bank Levy
- Criminal or Tax Evasion
- Tax-Related Identity Theft
- Tax Audit or Examination
- Sales Tax
- Franchise Tax Issues
- Unpaid Taxes
- Unfiled Tax Returns
- Tax Lien
- Tax Penalties
- License Revocation
- Seizure
- Unfiled Payroll Taxes
- Sales Tax
- Bank Levy
- Tax Audit or Examination
- Criminal or Tax Evasion
- Re-Employment Tax Issues
Solution Experience
- Payment Plans
- Individual Tax Preparation
- Offer In Compromise
- Currently Not Collectible
- Partial Payment Installment Agreement
- Levy Release or Reduction
- Penalty Abatement
- Amend Tax Returns
- Innocent Spouse Relief
- Injured Spouse Relief
- Lien Withdrawal
- CAP Hearing
- CDP Hearing
- Business Tax Preparation
- Trust Tax Preparation
- Gift and GSTT Tax Preparation
- Estate Tax Preparation
- FBAR & FACTA
- Lien Discharge
- Audit Reconsideration
- Lien Subordination
- Tax-Related Identity Relief
- Bankruptcy
- Fraud Examination Support
- 4180 Interview Support
- Audit Representation
- Estate (Fiduciary) Tax Preparation
- Criminal Tax Defense
- CSED Analysis
- Pro Se Tax Court Petition
- Streamlined Filing Procedure
- Tax Court
- IRS Transcript Analysis
- Tax Consultation Service
- Payment Plan
- Penalty Abatement
- Individual Tax Preparation
- Levy Release or Reduction
- Offer In Compromise
- Lien Release
- Amend Tax Returns
- Innocent Spouse Relief
- Business Tax Preparation
- Audit Defense & Support
- Tax Appeals
- Criminal Tax Defense
- Bankruptcy
- Tax Amnesty
- Tax-Related Identity Relief
- Tax Court
- Payment Agreement
- Business Tax Preparation
- Amend Tax Returns
- Tax Appeals
- Audit Support
- Bankruptcy
- Voluntary Disclosure
- Criminal Tax Defense
- Tax Court
- Penalty Abatement
Tax Types Serviced
Corporate Tax
Excise Tax
Alcoholic Beverage Tax
Fisheries Related Taxes
Tobacco Tax
Oil & Gas Tax
Income Tax
Employment/Payroll Tax
State Sales & Use Tax
State Cannabis Tax
Gift Tax/GST Tax
Highway Use Tax
Estate Tax (Form 706)
Estate & Trust Income Tax (Form 1041)
FIRPTA
Taxpayer Types Serviced
Individuals
Sole Proprietor
Limited Liability Companies
S-Corporations
C-Corporations
Estates
Expatriates
Non-Profits/Charities
Partnerships/Multi-Member LLC
Professional License & Designations
Professional Licenses
State/Federal
Enrolled Agent
Federal
11/3/2017
Active
Related Work Experience
| Job Title | Company | Location | Work Duration |
|---|---|---|---|
| Managing Parner | Polaris Tax & Accounting | Plantation, Florida | Aug 2011 - Present |
Education
| Educational Institution | Degree | Graduation Year |
|---|---|---|
| Accounting | Bachelor's Degree | 2015 |
| Keller Graduate School of Management of DeVry University | Bachelor's Degree | 2017 |
Associations & Memberships
Not Provided
Contact Information
Address
150 S Pine Island Road Ste 300
Plantation, Florida 33311
Plantation, Florida 33311
In Office Visits
No
Book Appointment
Pricing & Payments
Free Consultation
Free Quote
Virtual Consultation
Small fee Investigation
Hourly Billing
Small Upfront Fees
Small Upfront Retainer
Flat Fee Pricing
Contact Me for Details
Publications
| Publication Type | Publication Name | Title | Link |
|---|---|---|---|
| Book | Tax Reduction Strategies For Attorneys | Tax Reduction Strategies For Attorneys | View Publication |
| Book | Eight Missed Deductions To Reduce Your Business Tax Bill | Eight Missed Deductions To Reduce Your Business Tax Bill | View Publication |
| Book | The Guide To Outsourcing Your Business’s Bookkeeping And Accounting | The Guide To Outsourcing Your Business’s Bookkeeping And Accounting | View Publication |
| Web Article | The 5 Most Overlooked Small Business Tax Deductions & Strategies | The 5 Most Overlooked Small Business Tax Deductions & Strategies | View Publication |
Videos & Photos
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