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

 

 

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

 

Northeast Community College

Personal tax assistance and advocacy for it's international students

 

Puerto Rico Baptist College

A bilingual missions college whose graduates serve as gospel ministry leaders in South American, the Caribbean, Spain and Hispanic communities of the US.

 

PRBC Foundation

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

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