Joseph A. Stephens II

Joseph is a Client Advisor at Stephens Bros Tax Service. In his work, Joseph draws on his extensive tax knowledge and wealth planning experience to assist families on financial and tax planning matters. Joseph focuses on a holistic approach towards wealth and through the usage of tax-efficient charitable giving, he helps many families achieve their philanthropic goals while integrating their values and visions for the future.

Joseph also previously worked for Deloitte’s High Net Worth tax practice and has extensive experience in the areas of auditing, tax & accounting.

In addition, Joseph is also a graduate of Berkeley College holding a Bachelor of Accounting.