Meet the team

Financial Advisor in Kansas City

Partner
JoAnn Huber
CFP®, CPA + Tax Specialist
Partner
JoAnn Huber
CFP®, CPA + Tax Specialist

JoAnn Huber has spent her career developing straightforward tax strategies for a variety of clients with unique situations. After graduating from Utah State University as College of Business Valedictorian with a Bachelor of Science in Accounting, JoAnn furthered her education by obtaining a Master of Accounting with an emphasis in Taxation. Immediately following her education, she passed the CPA examination on the first sitting, receiving the highest score in the State of Idaho.

JoAnn spent three years at Arthur Andersen, specializing in Family Wealth Planning and State & Local Taxes, then took her knowledge to a local firm in Utah, where she continued guiding both individual and corporate clients through complex tax situations.

She joined BFG Tax Service in 2010 and brought with her a holistic approach to taxation that goes beyond preparing and filing tax returns. She carefully examines each client’s situation to uncover opportunities which may improve their financial position. JoAnn holds her CPA in both Kansas and Utah, is a member of the American Institute of CPAs, and has ghost written for national publications. In addition, she completed all requirements to become a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional.

Tax Advisor
Suzanne Bartling
CPA

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