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Our History and the name "TravelTax"
I grew up in South Carolina and double majored in Respiratory Therapy and Accounting in college. After graduation, I had a choice to work as a nationwide travel temporary in Respiratory Therapy or for a healthcare consulting firm. I chose to travel only after marrying my lifelong travel buddy, Daina, a transplant from Philadelphia.. During our travels, I assisted my co-travelers with their complicated multi-state tax returns while my wife worked with various HR Block outlets. After 3 years of traveling, we settled in the Washington DC suburbs to allow Daina to complete nursing school. I continued to receive referrals and the rest is history . One client mentioned that he was glad that I understood "travel taxes" ... and the name sort of stuck.
Our first assignment was in a small town in northern Minnesota and it was there that Daina and I discovered the kind of place we eventually wanted to call home. Being lifelong east coasters, we wanted a more connected community which has been the trend of the last decade for those leaving large cities. In 2001, after an unsolicited offer to work at an expanding hospital, Daina and I left DC and moved to Norfolk, Nebraska, home of the late comedian, Johnny Carson.
After years of growth, TravelTax serves a substantial number of domestic / international mobile professionals, staffing agencies, Canadian cross border workers, foreign missionaries, businesses and individuals. As an Enrolled Agent, I represent clients before the IRS, Canada Revenue Agency and state taxing authorities in audits, problem resolutions and pre-litigation. Daina continues to work part time as an ICU nurse and is the tireless "attitude" behind our success.
In keeping with the spirit of the Midwest, TravelTax strives to serve clients with a commitment to honesty, respect and hard work. If you are traveling through Nebraska between engagements, we would love for you to stop by for a visit- we will even take you to lunch!
Click To see a history of our travels
Diane, Daina, Kris and Joe |
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Our Staff Joseph Smith EA, CEO Daina Smith RN, COO Kristina Osborne, Admin Assistant, Accountant Diane Gillis, Admin Assistant Roxanne and Sampson - Feline Entertainment
Community Involvement:
Professional Association of Nurse Travelers Comptrollers for the only national advocacy association for Travel Healthcare Professionals
Personal tax assistance and advocacy for it's international students
A bilingual missions college whose graduates serve as gospel ministry leaders in South American, the Caribbean, Spain and Hispanic communities of the US.
Joe serves as President of the Planned Giving arm of Puerto Rico Baptist College
We support Nebraska Family Times |
Joe's Credentials/Education:
Your concern is justified when working with any tax professional without a face to face meeting. Feel free to verify the information. AS: Respiratory Therapy, Greenville Technical College BA Accounting, Furman University MA Bible, Capital Bible Seminary Fellow, National Tax Practice Institute Graduate Certificate in Taxation, Golden Gate University MS Candidate in Taxation, Golden Gate University
IRS Enrolled Agent Certificate #75020 NY Tax Preparer Registration #10475934 National Association of Tax Professionals Member #1000864, Phone (800) 558-3402 National Association of Enrolled Agents Member #211736-00, Phone (301) 212-9608
Continuing Education and Presentations:
Upcoming: Faculty - Healthcare Staffing Summit, Chicago -Sep 2010 Faculty - Travel Medical Professionals Convention, Las Vegas - Sep 2010
US Tax Court Exam Review. Ongoing till Nov 2010 Exam Graduate Taxation Courses, Golden Gate University, Ongoing till 2011 Drake Tax Update School, Ashland NE Nov 2009 Faculty, Travel Medical Professionals Convention, Las Vegas, Sep 2009 Roundtable Leader, Panelist, Healthcare Staffing Summit, Wash DC Sep 2009 |
TravelTax LLC Box 1643 Norfolk, NE 68702
A Division of JCS Tax Consultants LLC
1611 Koenigstein Ave Norfolk NE 68701
Voice) 866-272-7871 Fax) 877-TRAVTAX
E Mail TravelTax