Joe joined The Chamberlin Group in 2008 and is an Enrolled Agent with the IRS Certification (EA) is accomplished by passing a comprehensive examination covering all aspects of tax code. As an Enrolled Agent, Joe is licensed to practice by the federal government and is authorized to appear in the place of the taxpayer at the IRS. Only enrolled agents, attorneys, and CPAs have unlimited rights to represent taxpayers before the IRS. Joe prepares over 900 tax returns each year. We are proud to have Joe on our team.
In addition to Joe’s role as accountant, he will assist local couples and individuals in making decisions about how to handle healthcare when they are no longer covered under employer health plans. Joe Define is well versed in Medicare rules, options, and plans and can help before and after age 65 to weed through the many different options for Medicare and Healthcare plans.
Joe is a licensed Medicare and Healthcare Advisor in the states of Missouri and Illinois. He is licensed Agent Representative for UnitedHealthcare, Essence Healthcare, Humana and Aetna Medicare.
For fun, Joe enjoys camping with his wife Sarah and their 3 dogs, Marley, Lucy, and Suzie. He also likes riding his Harley Davidson Motorcycle and visiting Craft Breweries.