Joe Taylor

Kailua-Kona Office

Phone: 808 329 1177
Fax: 800 356 2953
Mobile Phone: 8088856279
E-mail:


 

My Story: After completing my Biology degree, I was drawn by the Big Island of Hawaii. My passions are drone piloting and Bee Culture, both supported by my degree.  I began by providing these services to local folks in that industry.  As a small business owner, looking for advice led me to Elizabeth and Insights Financial & Tax Strategies.  It became clear to me that much of having a successful outcome when self-employed is about using current tax strategies and financial products.

My passion for helping people became an asset for the team when I joined Insights and began facilitating for clients their tax and financial needs. What drew me to work with Insights is that we are a disruptor technology.  The integration of tax results with long-term financial strategies seems logical to me.  


Education:


2018 - 2017 IRS Registered Tax Preparer

2014  Bachelor of Science, Biology  Oregon State University

 

Recognitions:

2013-2014 Mortarboard Honor Society

2013-2014 Xi Sigma Pi Honor Society

2013-2014 Society of American Foresters

2010-2013 Pittock Mansion Restoration Society