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Joseph A Grutta

CEO

JAG Financial Services
Satellite Beach, Florida, USA

Independent Tax and Financial Services Company

Professional Summary

I have been an IRS Enrolled Agent (EA) and a Certified Financial Planner (CFP) since 1983. Totally independent, I have always focused on the best interests of my clients and not sales of products. I believe in holistic financial planning with a focus on taxes.

I am also multi state licensed as an insurance agent and general securities broker / investment advisor representative with Centaurus Financial Incorporated.

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 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.

Specialties:
Asset Protection
Estate Planning
Holistic Financial Planning
Tax and Investment Planning
US Individual Taxation and Planning
Small Business Taxation and Planning

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Languages

  • United States English

Industry Experience

    • Tax and Financial Services / Planning

Interests/Hobbies

  • Woodworking
  • Reading
  • Fixing broken things

Social Media



Experience

JAG Financial Services
Satellite Beach, Florida, USA 32937
CEO
Independent Tax and Financial Services Company
1983 - Present
Responsible for federal and state income tax preparation and review for corporations, partnership and individual tax returns. Represent clients before Federal and State tax authorities, drafting replies to auditors queries and negotiating settlements. Role requires strong analytical and research skills, including effective written and verbal communication skills.

In addition I am responsible as the CEO for all aspects of running the company and all aspects of holistic planning for the clients.

Professional Certifications

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

Associations and Societies

  • NAEA / FSEA (Former Chapter President)
  • NATP
  • NSTP
  • Brevard County Estate Planning Council
  • Palm Bay Chamber of Commerce (Trustee)

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