Joe Alexander, EA, MST, ACAT LTC
Joe was raised in Southwest Portland and attended Tigard High. Graduation from Western State University with a B.A. Business management. He began working for Bookkeepers Business Service in 1984. He Passed IRS special exam in 1985 earning this enrolled credentials and becoming a licensed tax consultant in 1986, In June 1996 he received Master of Science in Taxation with honors for Washington School of Law. To further service his clients Joe received his Accredited business accountant in December of 2000. In Jan 2004 Joe purchase Bookkeeper Business Service and open up Alexander Tax and consulting service. He is able to offer his clients a full range of services including accounting, payroll, tax preparation and tax planning. Joe is a member of the National association of enrolled agents, Oregon Society of enrolled agents and Accredited council for accountancy and taxation.
Enrolled Agents May 8, 1985 to present - An Enrolled Agent is an individual who has demonstrated technical competence in the field of taxation and can represent taxpayers before all administrative levels of the Internal Revenue Service. Enrolled Agents are licensed by the federal government. Only EAs are required to demonstrate to the Internal Revenue Service their competence in matter of taxation before they may represent a taxpayer before the IRS. Unlike attorneys and CPAs, who may or may not choose to specialize in taxes all EAs specialize in matters of taxation. EAs are also the only taxpayer representatives who receive their right to practice from the United States government. (CPAs and attorneys are licensed by the state.)
ACCREDITED BUSINESS ACCOUNTANT December 1, 2000 to Present - Designed to support the needs of small businesses and individual/family financial services, accountancy accreditation is obtained through examination. The Accreditation Council for Accountancy and Taxation(ACAT) comprehensive accountancy exam test technical proficiency of candidates in financial accounting, compilation services, managerial accounting, taxation, business law and ethics.
Licensed Tax Consultant September 7, 1986 to present - Licensed by Oregon State Board of Tax Service Examiners.
President of Alexander Tax and Consulting & Bookkeepers Business Service 1990 to present - Joe Alexander practices at Bookkeeper Business Service in Tigard, Oregon. His main concentration in the practice is small businesses and closely held corporations.
- License Real Estate Ass. Broker with Northwest Business Sales 1995 to 2010.
- Member of National Association Enrolled Agents August of 1990 to present.
- President of Oregon Society of Enrolled Agents June of 1997 to June 1999.
- B.A. in business management from Western State University.
- Master of Science in Taxation with Honors from Washington School of Law.
Katie Alexander, CPA
Katie is a graduate of the College of the Holy Cross in Worcester, Massachusetts with a B.A. in Economics-Accounting. She was also a member of the softball team and was named to the Patriot League Academic Honor Roll by the league. She became a Certified Public Accountant (CPA) in the State of Oregon in 2013. Prior to joining Alexander Tax & Consulting she worked at a small regional accounting firm for about seven years. Her experience is in tax preparation and planning, accounting, business consulting, and GAAP financial statement reporting. Katie is a member of the Oregon Society of Certified Public Accountants.
Certified Public Accountant October 31, 2013 to present - A Certified Public Accountant (CPA) is a licensed to provide accounting and tax services to the public. It was awarded by each of the 50 states for the practice in that state. Additionally, almost every state (49 out of 50) has passed mobility laws to allow CPAs from other states to practice in their state. Licensing requirements vary state to state, but the minimum standard requirements include passing the Uniform Certified Public Accountant Examination, 150 semester units or 225 quarter units of college education, and at least one year of accounting related experience. Along with attorneys and Enrolled Agents, CPAs may represent taxpayers in matters before the Internal Revenue Service (IRS).
CPA at Alexander Tax and Consulting & Bookkeepers Business Service 2018 to present - Katie Alexander practices at Bookkeeper Business Service in Tigard, Oregon. Her main concentration in the practice is small to medium sized businesses and closely held corporations.
- B.A. in Economics-Accounting from College of the Holy Cross, 2011.
- Member of the Oregon Society of Certified Public Accountants 2013 to present.