Joel B. Forbes, CPA LLC

Joel B. Forbes, CPA LLC is an accountant in Mequon, WI. The firm specializes in federal and state tax issues, providing professional tax solutions for individuals and small business owners. Their services include tax preparation, tax planning for retirement or business needs, and tax controversy resolution, including defending clients during IRS and state agency inquiries and audits. The firm maintains a 5.00 rating.

The practice was established in 2012 after Joel Forbes transitioned from a national accounting firm, where he focused on U.S. federal tax credits and incentives for multi-national corporations. He brings the processes and tools used by large companies to help small businesses and individuals manage tax liabilities more effectively. The firm handles all tax returns in-house, ensuring each is reviewed by a CPA. Their approach is built upon the core values of knowledge, accessibility, and trust, with a specific focus on maximizing deductions and credits while providing timely updates to clients.

Located on N Port Washington Rd, the office is situated near the Froedtert Community Hospital - Mequon and the Froedtert & Medical College of Wisconsin Mequon Health Center.

The firm is recognized for its dedication to helping clients navigate complex tax environments with integrity and transparency. With 14 years of experience as a practicing CPA, the firm is known for its ability to identify advantageous planning opportunities and resolve serious tax controversies.

Joel B. Forbes, CPA LLC provides dependable tax expertise and professional planning to the Mequon community.