
Team
Joann Blake, EA, CFP®
Senior Tax Advisor/Wealth Manager
Joann has been preparing income tax returns since 1982. She graduated Magna Cum Laude from Oakland University with a Bachelor of Arts degree. Joann is an Enrolled Agent (EA), which is a professional designation granted by the United States Treasury. Joann is also a CERTIFIED FINANCIAL PLANNERTM professional. Joann is a member of the National Association of Tax Preparers (NATP) and National Association of Enrolled Agents (NAEA).
In addition to personal and small business tax preparation, Joann specializes in retirement planning, estate planning, and estate administration. Joann holds Securities and Life Insurance Licenses. She has been married to her husband Doug for over 40 years.
Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory ServicesSM. Insurance services offered through an Avantax affiliated insurance agency.
The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.
This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.
Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries. Avantax Wealth ManagementSM is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.