Profile:
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An accounting firm offering experienced, personalized service in tax
representation and preparation, financial planning, estate planning, business
valuations, mergers and acquisitions, and consulting.
- Do you need professional advice on taxes and financial planning?
- Have your needs outgrown the cookie-cutter services of a store-front tax shop?
- Are you tired of being assigned to a trainee at a giant accounting conglomerate?
Experience the personalized, professional approach to tax preparation and financial planning with Joseph D. Brophy, CPA, P.C.. Joseph D. Brophy is the CPA who tailors services to your needs. Over 30 years of experience in Dallas giving individuals and small businesses the information, strategies, and systems to succeed.
Services Offered:
Would you like responsive, professional accounting services? Are you disappointed with accountants who are so specialized that they can handle only a fraction of your issues? Or accountants whose knowledge is so general that they can't give you specific advice? Joseph D. Brophy offers the right balance of broad and deep experience, so that you receive useful, practical help with the issues important to you. A confidential introductory consultation will determine if the services at Joseph D. Brophy are right for you.
Joseph D. Brophy has the experience and expertise to help you with:
- IRS Problems
- Tax Preparation
- Financial Planning
- Estate Planning
- Estate Returns
- Business Valuations
- Business, Partnership, and Individual Needs
- Merger and Acquisition Advisory Services
Professional Credentials:
Joseph D. Brophy, MBA, CPA, ABV, CVA, CM&AA, is a shareholder in Joseph D. Brophy, CPA, P.C., a professional corporation. Joe has experience as a CPA advisor to clients buying and selling companies and as a business owner. Joe holds BBA and MBA degrees from the University of North Texas. Since graduating Joe has served as an officer in both public and private companies before establishing Joseph D. Brophy, CPA, P.C. in 1985 to concentrate on tax issues and business advisory services.
Joe is a member of the
Texas Society of CPAs,
The American Institute of CPAs, the
National Association of Certified Valuation Analysts, the
Dallas Estate Planning Council,
and has served on the board of for profit and non-profit corporations. Joe is former Chairman of the Relations with IRS Committee of the
Texas Society of CPAs for June 1, 2008 through May 31, 2010.
He is former Chairman of the Training and Education Committee of the
Alliance of Merger and Acquisition Advisors,
and served as Chairman of the Valuation and Certification Board of the
National Association of Certified Valuation Analysts.
Joe is also Accredited in Business Valuation by the AICPA.
Selected, Specific Industry Experience
| Dental Practices |
Manufacturer Sales |
Restaurants |
| Insurance Agencies |
Representatives |
Retail Furniture Stores |
| Law firms |
Oil and Gas Exploration Firms |
Service Entities |
| Logistics company to |
Physician Practices |
Technology Firms |
| telecommunications firms |
Real Estate Brokerage |
Various Retail Establishments |
| Manufacturers |
Real Estate Investments |
Selected, Current Professional Accomplishments and Affiliations
- Certified Public Accountant (CPA) licensed by the Texas State Board of Public Accountancy
- Member, IRS Practice & Procedures Committee (AICPA) (October 1, 2008 - September 30, 2010)
- Member, Texas Society of Certified Public Accountants (TSCPA)
- Board Member, Texas Society of Certified Public Accountants (TSCPA)
- term: June 1, 2008 - May 31, 2011
- Relations with IRS Committee of the Texas Society of CPAs (2001-present)
- Member, Texas Society of CPAs Tax Policy Committee (June 1, 2009 - May 31, 2011)
- Member, The American Institute of Certified Public Accountants (AICPA)
- Accredited in Business Valuation (ABV), AICPA
- Member, North Texas IRS Representatives Council (2003-present)
- Certified Valuation Analyst (CVA) by National Association of Certified Valuation Analysts
- Member, National Association of Certified Valuation Analysts (NACVA)
- Vice President, North Texas Chapter (2000-2007) NACVA
- Dallas Estate Planning Council member
Education and Selected Prior Professional Accomplishments
- Chairman, Texas Society of CPAs Relations with IRS Committee (2008-2010)
- Chairman, Valuation and Certification Board, NACVA (2004-2005)
- Chairman, AMAA Training and Certification Committee (2002-2003)
- State Taxation Committee (TSCPA) (2001-2002 and 1988-1989)
- Permits and Licenses Appeal Board, City of Dallas, (1995-1997)
- Consolidated Economic Development Board, City of Dallas (1992-1995)
- Love Field Economic Development Board, City of Dallas (1991-1995)
- Tax Curriculum Committee, Texas Society of CPAs, (1994-1998)
- Federal Taxation Committee, Texas Society of CPAs (1991-1996)
- Board, City of Dallas, Industrial Development Corp. (1992-1994)
Recent Publications
- "Estimates and the Cohan Rule", The Tax Advisor, October, 2009
- Click here to download the paper
- "6 Keys to Avoiding Section 6701 Penalties", The Value Examiner, May/June 2006
- Click here to download the paper
- "Adequate Disclosure of Gifts and Contributions for Valuations", The Value Examiner, July/August 2005
- Click here to download the paper
- NACVA Association News, State Chapters, September/October 2003
- Shannon Pratt Business Valuations Update, August, 2003, AMAA Training
Links:
Contact Information:
Copyright 2002 - 2010 Joseph D. Brophy, CPA, P.C.
