We Do More Than Number Crunching
In every case, our goal is to help you achieve the most tax efficient solutions unique to your individual situation. We are not only available in the weeks leading up to filing your tax return deadline, we work with you year around to minimize your tax liability, anticipate problems, and plan for tax-efficient strategies that focus beyond this year’s return. Our focus on you is to ensure you receive your entitled tax deductions and credits.
We may have new owners but the staff you know and love is still in place.
In our Katy location, Edith Gonzalez and Nancy Kosako are still there and familiar with your returns from prior years. Don’t hesitate to give them a call to learn more about the additional services we now provide. They look forward to speaking with you!
Meet the JTL Team - Your TAX Partners
Jimmy Lee
Jimmy graduated from the University of Texas at Austin and has over 25 years of experience in the financial services industry. An entrepreneur since college, Jimmy operates his businesses with the belief that you should be better with him in your financial life than without. He serves in his client’s best interest and utilizes a sincere, humble approach that each client deserves special attention communicating in no-jargon, easy-to-understand language to advance the client’s situation.
He consults with clients at all phases of individual or business growth.
Joseph A. Rosio
CPA
Joe Rosio graduated Pace University in 1986 with a Bachelor’s degree in Public Accounting and has practiced as a CPA for over thirty years. While working with several major accounting firms including Ernst & Young, Joe developed extensive knowledge of tax issues, accounting, international tax guidance, and wealth management. He successfully negotiates settlements with the IRS on behalf of clients.
He held the position of Vice President with investment bank Jefferies & Co. and institutional money manager Alliance Bernstein.
He has provided “live tax advice” to individuals and small business clients of Intuit, developer of the popular QuickBooks software and TurboTax.
Joe’s reputation for solving problems and giving honest, effective advice has resulted in strong relationships and loyal clients. He is licensed to practice in Texas and New York.
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