With over 40 years of experience as a CPA, Joe delivers a full complement of business advisory and tax planning expertise to our clients, with special emphasis in the areas of business formation and structural planning, business reorganizations, business buy/sell structuring, estate and gift tax planning, business valuation, business plan development, and more.

Joe is the lead business advisor for clients in real estate, oil and gas, professional services, financial services, healthcare and technology industries. He serves as an expert witness and consultant in business litigation cases, particularly those involving valuation, compensation and damage assessment studies, and he has significant experience in assisting in IRS litigation and controversy. Joe also is very involved in business strategic planning initiatives for his clients, including facilitating their board and senior leadership retreats.

A graduate of Oklahoma State University, Joe began his career at Ernst & Young, LP, where he worked over ten years and was a senior manager in the tax division. He then joined a Fort Worth-based CPA firm, where he served as the lead advisor on a wide range of clients and developed and built a highly successful healthcare consulting division within the firm.

As Chairman of the Board of Managers at JTaylor, Joe embraces his leadership role in the firm while continuing to serve a large number of business clients including corporations, partnerships, limited liability companies and other business entities. Joe has been actively involved, past and present, in the following civic organizations:

• Member, Board of Directors of North Texas Community Foundation
• President, Board of Directors, Senior Citizens Services of Tarrant County
• Treasurer, Senior Citizens Services of Tarrant County
• Member, Advisory Cabinet for Senior Citizens Services of Tarrant County
• Chairman, IRS Liaison Committee, Fort Worth Chapter of the Texas Society of Certified Public Accountants
• Member, IRS District Director Practitioner Liaison Committee
• Chairman, Finance Council, St. Andrew Catholic Church
• President, Reveille Toastmasters, Toastmasters International
• Member, American Institute of Certified Public Accountants
• Member, Texas Society of Certified Public Accountants
• Member, Fort Worth Chapter of Texas Society of Certified Public Accountants

In April 2021 Joe was honored as a distinguished alumni by Oklahoma State University’s School of Accounting and was a recipient of the 2021 Wilson T. Anderson Hall of Fame Award. Awarded the 2024 Professional Advisor of the Year by the North Texas Community Foundation.