Provider

Joyce Travis

schedule a free consultation

Good afternoon, I'm Joyce Travis nice to meet you.

credentials

contact

+1(770) 487-4491
joycetravis@bellsouth.net

201 Collierstown Way

Peachtree City, GA 30269

bio

Provider

I've been in the business of assisting Tax Payers for approximately twenty years. Prior to becoming an Enrolled Agent I was a successful Real Estate Agent. My career change has offered me exactly what I needed - An opportunity to help individual and small business with tax issues. I owned a very large firm in Peachtree City for 15 years and tried to retire. This did not work out and I'm still going- I keep informed on all tax law changes and have been fortunate to be able to resolve IRS problems as well as prepare returns. My office is full-service year around. I love my work!!!

q & a

What characteristics do your favorite clients share?

My clients are from many different backgrounds,have various characteristics, However, the Characteristics I find in my clients is they share the same goal when they hire me and that is to work honestly toward a settlement with the government if they owe taxes. When they file returns they want to make sure all is ethical and they will not be audited. I do take clients who are out to beat the government

Why should a client hire you?

I give my clients personal attention. I'm always available to discuss their needs and help them resolve their issues. I'm fair with my fees and will work with the client based on their situations.

Describe a time where you went beyond expectations when working with a client.

I represented a client in a Federal Tax Audit in 2008. We had an IRS Agent who assessed a Civil Fraud Penalty which I deemed to be unfair. I took the case to Appeals. Could not get resolved. Only option left was taking the case to Congress. I flew to Washington DC - met with my congressman. The case was approved and the penalty removed with several months

What single project or task would you consider your most significant accomplishment in your career to date?

The most significant accomplish was the Federal Audit that I resolved in 2008 with the assistance of my congressman . However, the next experience would be an Offer in Compromise that I submitted to IRS whereby the taxpayers owed approximately $110,000 in back taxes. They were unable to pay and were about to close the business. I worked through Appeals on this case and the IRS accepted $11,000 Settlement. The Taxpayers are still in business and so grateful for this "Fresh Start" This happened last year (2013)

education

Jonesboro High School and Marketing studies

Other/none of Marketing

1957

experience

JMT Tax Services

Owner
Peachtree City, GA

01/2001 - __/____

associations

National Association of Enrolled Agent

Member since 2004

National Association of Tax Professionals

Member since 2005

exams

Fellow - National Education Foundation

2007

American Academy of Tax Practice

2001

business info

JMT Tax Service

Established 2001

travel

My clients travel to me
I meet with clients over the phone or internet

services

Tax Services

Individual & joint tax preparation
Partnership or corporation tax preparation
Individual & joint filing audit defense
Partnership or corporation audit defense

Accounting Services

Preparation of financial statements
Bookkeeping services
Payroll processing services


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