Serving All of Western Tampa Bay
About Joel E. Berman, CPA, PA
Joel E. Berman, CPA, serves the tax, accounting, and QuickBooks needs of small businesses and individuals in Pinellas and Western Hillsborough County, Tampa Bay, Florida. His mission is to reduce his clients’ tax liabilities as well as help their businesses grow.
Joel has extensive tax preparation, planning, and resolution experience, including dealing directly with the IRS, and saving clients money in tax assessments. Over the years, he has developed unique strategies to help his clients organize their accounting records, improve business cash flow, and minimize corporate and individual tax liabilities.
Joel specializes in a few niches: small business start-ups, businesses and individuals with complex IRS tax needs or problems, corporate dissolutions, and small business clients using QuickBooks. Some of the most common projects he works on include streamlining accounting systems for clients, saving clients money through tax planning, and resolving Cancellation of Debt cases resulting from foreclosure and short-sale transactions. He has a proven knowledge of IRS tax law and has been able to exclude over $2.5 million of income in Cancellation of Debt cases.
Prior to starting his own firm, Joel spent several years in public accounting and private industry, always focused on small business. For several years he headed the accounting department of a multi-million dollar company in St. Petersburg, Florida. Joel has been a Certified QuickBooks Pro Advisor since 2006 and is a member of the Florida Institute of Certified Public Accountants (FICPA). Over Joel’s expansive career, he has gained a strong work ethic. His dedication to excellence in accounting and customer service has repeatedly earned him the elite Super Service Award on Angie’s List as a top rated CPA.
A native of California, Joel is a graduate of U.C.L.A. He moved to Florida in 1997. When he is not working, he enjoys swimming, traveling, Americana, old movies, classic TV shows, and his dogs.