Joe Bartlett

Partner and Founder

Joe Bartlett, CPA, is a seasoned tax professional with over 15 years of experience specializing in providing personalized tax solutions for individuals and businesses. After earning his Bachelor’s degree in Accounting from California State University, Sacramento and obtaining his CPA license, Joe built his career at a prominent local accounting firms before founding his own practice in 2024. His commitment to client care is evident in his focus on clear communication and understanding each client’s unique financial needs.

What sets Joe apart is his empathetic approach to tax preparation. He understands that taxes can be stressful and strives to make the process as straightforward and anxiety-free as possible. By breaking down complex tax concepts into accessible language, Joe empowers his clients to make informed decisions, fostering trust and long-lasting relationships in the process.

Beyond his professional contributions, Joe enjoys golf, fitness, traveling, and reading about history and science fiction, all of which keep him grounded and inspired in his mission to help others achieve financial confidence.