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Joanie B. Stein, CPA

Associate Director of Tax Services

For more than 20 years Joanie Stein has provided tax accounting and consulting services to real estate management and investment companies, high-net-worth individuals and closely owned businesses.

Stein concentrates her practice on professional services, retail and real estate industries. Her experience includes the review and approval of federal and state income, property, and other tax returns for corporations, partnerships and individuals, tax and business planning and consulting and client representation before taxing authorities.

Areas of Focus

  • Business and individual tax consulting and planning
  • Estate and wealth management planning
  • IRS controversies

Education

  • Tulane University – Bachelor of Science in Management
  • University of Florida – Master of Science in Taxation

Industries Served

  • Closely held businesses
  • Entrepreneurs and growing companies
  • High-net-worth individuals and families
  • Professional services
  • Real Estate
  • Retail

Community Involvement

  • National Multiple Sclerosis Society – Captain and Volunteer
  • Temple Beth Sholom Miami Beach

Affiliations