Main Number (940) 322-3103 ext. 2023 Email Loading Email...
Joseph D. Bauer is a principal in the firm. He is a certified public accountant (CPA) and a certified specialist in estate planning (CSEP). Joe graduated with a Masters of Professional Accounting degree with a concentration in taxation from the University of Texas at Austin and attended post graduate (Doctoral) studies in taxation at the University of North Texas.
Joe has ten years of extensive "Big Four" tax experience including the last three years as a tax manager with Arthur Young in Dallas, Texas. In all, he has over 35 years of experience in all areas of taxation including tax and estate planning and tax compliance with an overall concentration in oil and gas, ranching and real estate.
Joe is the past president of the Wichita Falls Chapter of the Texas Society of CPAs and is a current member of the TSCPA, the American Institute of CPAs and the Tax Division of the AICPA.
Joe is a 22 year member of the Board of Directors of the TSCPA, past-treasurer and Chairman of the Finance Committee of the United Regional Health Care Foundation and a 25 year Board member of the North Texas Rehabilitation Foundation. He is also a past member of the Board of the North Texas Rehabilitation Center where he has served in the capacity of Board Chairman, Treasurer and Chairman of the Fiscal Committee. He is also a Past Board member, Treasurer and Chairman of the Finance Committee for eight years of First Step, Inc - a home for battered women and children, and past officer of various professional endeavors such as the North Texas Estate Planning Council.
Joe is Co-independent executor (with surviving spouse) of numerous estates and co-trustee of many trusts. He served our country in the United States Air Force from 1965-1969.