Joe Bossert CPA

Joe Bossert CPA

Wealth Advisor

Born and raised in Oklahoma, Joe graduated with BA in Accounting from OU.  Working first in public accounting for Big 8 accounting firm and then several years traveling on domestic and international audits for  oil & gas company before coming back to Oklahoma and starting CPA practice in 1993.  Added investment and insurance services a few years later.  CPA practice handles individual tax preparation and planning as well as assisting business clients with new entity formations, ongoing payroll and bookkeeping needs and corresponding filings required by those disciplines as well as managing income tax planning and preparation for the businesses.  Clients range from retirees to business owners, include multiple generations of long-term clients that are both in Oklahoma and spread across the U.S. as technology and our commitment to the clients allows us to continue serving them as they move for job purposes or retire to another state.  Personal interests include scripture/bible, reading, sports (primarily watching anymore and primarily football), fitness (to the extent time and body allow!) and family/friend times.