About Us
As the president of HBW Partners Tax Services LLC, Joel’s team partners with our advisors to be their professional tax preparation and planning center, as well as offering the ability for advisors to become an enrolled agent (EA) with the IRS and actually having their own individual tax practice. HBW Partners offers a full suite of tax preparation services, accounting, bookkeeping, and representation in tax matters.
Joel attended The College for Financial Planning and is a designated CERTIFIED FINANCIAL PLANNER® professional. He is licensed in life, health, and property and casualty insurance, and he holds Series 6, 63 and 26 securities registrations. He is also a Series 65 registered IAR (Investment Advisor Representative). His EA (Enrolled Agent) designation gives him the authority to prepare tax returns, offer tax planning, and represent clients before the IRS.
He is married to Sue and they have two daughters and a son. One of their daughters works in the business as an integral part of the office staff.
The Management Team
Our core staff has been with us 20+ years. Over the decades while supporting our advisors, HBW kept their eye on the future. As market conditions evolve, new product offerings emerge, regulatory compliance tightens, and market consolidation continues to increase, HBW has continued to provide broader back-office support and services, stronger company relationships, and compliance support through HBW Advisory Services LLC. The expanding government regulatory, licensing and compliance changes have transformed the new advisor profile.
2655 1st Street Ste 250
Simi Valley, CA 9306
(800) 473-3856 x.128
