About Our Firm

Joseph A. Rosio has provided professional tax preparation and advisory services to individuals and the self employed since 1989. Mr. Rosio began operations in Plano, TX in 2009 and began doing business as Plano Tax Prep in 2010.

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Plano Tax Prep provides both traditional and on-line tax preparation services. Some clients initially prefer a face to face consultation which I offer at no cost to all new clients.

For new or existing clients that prefer the convenience of on-line tax preparation services, each client is provided access to SecureFilePro™ which provides a personal secure file exchange portal between Plano Tax Prep and the client. We can exchange confidential tax documents securely and conveniently. Your files are always protected by tough, industry-standard security measures. All transmissions are secured with 256-bit SSL encryption, and files are encrypted at rest on the server. At all times, clients can view and access only their own documents. I correspond with clients via conference calls and through secure e-mail. All returns are electronically filed after they have been approved by the client.

 

Tax Resolution Servicesadmin-ajax

We offer a variety of personal tailored tax resolution solutions for individuals owing over $50,000 in back taxes

 

 

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Joseph A. Rosio

  • Graduated from Pace University, New York, NY in 1986 with a Bachelor’s degree in Public Accounting.
  • Gained public accounting experience with several major accounting firms including Ernst & Young.
  • Held position of Vice President with investment bank Jefferies & Co. and NYC based institutional money manager Alliance Bernstein.
  • Provided actual “live tax advice” to individuals and small business clients of Intuit, developer of the popular QuickBooks software and TurboTax.
  • Successfully negotiated settlements with the IRS on behalf of clients.

Credentials

  • BBA – Public Accounting – Pace University, New York, NY
  • TX CPA License No. 109545

Subject to Circular 230
Circular 230 consists of the “rules of engagement” for tax practice.
See FAQ "Understanding Tax Return Preparer Credentials".

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Brittany T. Cole

  • Graduated from Texas A&M University in 2009 with a Bachelor’s of Professional Accountancy and Master's of Business Administration.
  • Gained accounting and auditing experience as an auditor with the Defense Contract Audit Agency.

 

 

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Ginny L. Koubek

  • Graduated from the University of Texas in 2002 with a Bachelor’s of Professional Accountancy and Master's of Science in Accounting
  • Gained accounting and auditing experience as an auditor with the Defense Contract Audit Agency
  • Certified Public Accountant - Texas - License No. 084348

Contact

Schedule Consultation

Call Us: 972-767-6410

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This Firm Is Not A CPA Firm. Our Accountants on Staff are Licensed CPA's in Texas