Joseph A. Grutta

General Manager / CEO

JAG Financial Services
Satellite Beach, Florida, USA

Tax and Financial Services

Professional Summary

Tax Professional with more than twenty years of experience preparing individual, business, and trust tax returns for a diverse client base. Licensed as an Enrolled Agent (EA) by the US Treasury Department since 2005.

Responsibilities include federal and state tax preparation and review, tax research, tax planning and tax representation. Expert knowledge and skills negotiating with federal tax authorities on a wide range of tax issues.

Currently I deal with many complex tax issues that arise for my business and individual clients. On an ongoing basis, I handle tax issues that a regular tax preparer may see once a year or once in a career. Because of the diversity and difficulty of returns that I deal with I have developed a deep knowledge about US individual taxation. A proven, results oriented tax professional with the skills to solve complex tax issues.

In addition I have been a Certified Financial Planner (CFP®) since 1984. Since I work with clients in several states I am multi state licensed as an insurance agent in addition to being a general securities broker / investment advisor representative with Centaurus Financial Incorporated, based in Anaheim, California.

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Languages

  • English

Industry Experience

    • Tax and Financial Services

Interests/Hobbies

  • Woodwork
  • Reading
  • Repairing things

Birthday

September 8

Social Media

Experience

JAG Financial Services
Satellite Beach, Florida, USA 32937
General Manager / CEO
Tax and Financial Services
1992 - Present

Professional Certifications

Certified Financial Planner (CFP)
1984
Active
Enrolled Agent (EA)
2005
Active

Associations and Societies

  • NAEA
  • FSEA (Former Chapter President and Board Member)
  • NATP
  • NSTP
  • Brevard Estate Planning Council

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