Joan Perez, CPA

About Joan Perez, CPA

Joan Perez, CPA is a Certified Public Accountant serving clients in Springfield, Illinois and the surrounding region. With 23 years of professional experience, the firm of Perez Tax & Accounting handles a focused range of federal and state tax matters for individuals, families, and small businesses.

As a Certified Public Accountant licensed by the Illinois Board of Accountancy, Joan Perez, CPA is authorized to prepare federal returns, e-file with the IRS, and assist clients with year-round tax planning. This credential also conveys unlimited representation rights before the IRS, meaning the preparer can advocate on a client’s behalf in audits, collection cases, and appeals.

Specialties

• Individual returns (Form 1040)
• Small business taxes
• Payroll tax compliance
• Foreign earned income exclusion
• Tax planning and projections
• Military and veteran returns

Service area

Primary office in Springfield, IL (ZIP 60031). Federal returns can be prepared for clients anywhere in the United States; state-specific work focuses on Illinois.

How to verify this preparer

Every preparer listed on TaxPrepFinder can be cross-checked against the IRS Return Preparer Office public directory using the PTIN shown above. The IRS provides a free Directory of Federal Tax Return Preparers with Credentials and Select Qualifications at irs.treasury.gov/rpo/rpo.jsf. Search by last name, ZIP code, or credential to confirm an active filing-season status.

For CPAs, the Illinois Board of Accountancy maintains a public license-lookup tool. For tax attorneys, the Illinois State Bar offers a similar member-search facility. Confirming credentials directly with the issuing authority is always recommended before engaging any preparer for a complex matter.