About
About Our Firm
For new or existing clients that prefer the convenience of on-line tax preparation services, each client is provided access to SecureFilePro™ which provides a personal secure file exchange portal between Plano Tax Prep and the client. We can exchange confidential tax documents securely and conveniently. Your files are always protected by tough, industry-standard security measures. All transmissions are secured with 256-bit SSL encryption, and files are encrypted at rest on the server. At all times, clients can view and access only their own documents. We correspond with clients via conference calls and through secure e-mail. All returns are electronically filed after they have been approved by the client.
Meet The Team
Our Founder
Joseph Rosio
- Gained public accounting experience with former Big 8 Accounting firms Arthur Andersen & Co and E&Y
- Held Position of VP of trading with investment bank Jefferies & Co and institutional money manager Alliance Bernstein
- Founder & President – Plano Tax Prep, Plano, TX
- Founder & President - J.Rosio Tax Services, Dallas, TX
- CFO/Partner - JTL Wealth Partners, Plano, TX
Credentials
- BBA – Public Accounting – Pace University, New York, NY
TX CPA License No. 109545
NY CPA License No. 062080-1
Finra Series 6,7,63 & 65
TX Life & Health Insurance License No. 2145640
Alex Bonello
- Over 25 years of financial experience with investment banking and equity trading firms
- Holds FINRA Securities and Texas Real Estate Agent licenses
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As an Enrolled Agent, Alex has the privilege of representing taxpayers with unlimited practice rights before the IRS. It is unrestricted as to which taxpayers may be represented, the types of tax matters which may be handled, and allows for nationwide practice before the IRS.
Ginny L. Koubek
- Tax Advisor since 2011
- Graduated from the University of Texas in 2002 with a Bachelor’s of Professional Accountancy and Master's of Science in Accounting
- Certified Public Accountant - Texas - License No. 084348