Joe Harris is the Principal of the firm and a Certified Public Accountant with extensive experience in tax compliance, financial reporting, and accounting systems. He has held leadership roles at both large and small firms and brings a broad perspective from working with clients across a wide range of industries and business sizes.
Joe specializes in advising closely held businesses and their owners on tax strategy, financial operations, and long-term planning. He holds an accounting degree from the University of Notre Dame, has been licensed in California since 2008, and also holds a Series 65 securities license (inactive). He serves clients from his Camarillo office.
