"Looking Out For You" is not just our slogan;
it's what we do!
Joan Paquette looks out for each of her clients. She is devoted to helping each client through her customized and personalized approach in learning about your needs and concerns and then providing the appropriate level of accounting, tax and financial services to meet those needs.
As a CPA, Joan Paquette offers complete tax planning and tax preparation services for you, for your business, for an estate, or for a trust; accounting and bookkeeping services for your small business; QuickBooks set-up, training and ongoing support; and advisory services for your new or existing business.
As a Financial Advisor, Joan Paquette wants to know about your financial concerns and your financial goals. What keeps you up at night? When you work with Joan, you will develop a plan together to address those concerns and goals. Next, you will put that plan into action through the strategic selection from the comprehensive menu of investment services that she offers. It doesn't matter whether you are concerned with providing for your family if something should happen to you, or you are concerned about future college expenses, or you are concerned with safeguarding your current retirement income, or you are concerned with having enough income to retire in the future. Joan Paquette cares about your concerns and wants to help.
As a CPA + Financial Advisor, Joan Paquette is uniquely qualified to offer integrated solutions for all your accounting, tax, and financial needs. Her years of training and experience coupled with her genuine devotion to helping her clients are just some of the reasons why clients have stayed with her for the past 5, 10, and 15 years.
With the office conveniently located in Vero Beach, clients who live in Vero Beach, Sebastian, Micco, Barefoot Bay, Malabar, Palm Bay, Fort Pierce, and Port St. Lucie find it easy to enjoy face-to-face meetings with Joan.
Call (772) 778-1922 or use the contact form on this site to get more information or to set up an appointment. The sooner you get started, the sooner you will enjoy having Joan Paquette looking out for you!
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
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