Joanne Natale

CPA* at Proactive Tax Strategies, Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Philadelphia, US
Skills

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Bio

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Credentials

  • Certified Public Accountant
    PA
    Sep, 1991
    - Nov, 2024
  • Certified Financial Planner (CFP)
    CFB Board
    Jan, 1987
    - Nov, 2024

Experience

  • Proactive Tax Strategies, LLP
    • United States
    • Accounting
    • 1 - 100 Employee
    • CPA*
      • May 2003 - Present

      I am a CPA with over 30 years of experience working with small business clients. I take a proactive approach in helping my clients to make the decisions that are necessary to run and grow their business. I am a CPA with over 30 years of experience working with small business clients. I take a proactive approach in helping my clients to make the decisions that are necessary to run and grow their business.

  • NAIFA - Tri-County, PA
    • Board Member, Treasurer
      • Oct 2014 - Dec 2018

      I formerly served as a board member and treasurer for the Tri-County, PA NAIFA chapter. NAIFA - National Association of Insurance and Fiancial Advisors is a non-profit organization dedicated to promoting the interests of financial professionals. I formerly served as a board member and treasurer for the Tri-County, PA NAIFA chapter. NAIFA - National Association of Insurance and Fiancial Advisors is a non-profit organization dedicated to promoting the interests of financial professionals.

  • Associated Builders & Contractors Eastern PA
    • Treasurer/Secretary
      • Jan 2013 - Dec 2013

Education

  • Delaware Valley College
    Bachelor of Science (BS), Business Administration
    1989 - 1991
  • Pennridge Sr High School
    1979 - 1981

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