Joanne Wiggins-Barros, CPA

Partner, Tax & Accounting

Menlo Park office

About Joanne

As a partner at SDMayer, Joanne provides tax and accounting services to individuals and small businesses. Joanne focuses on tailoring services to be responsive to her client’s needs. “Our firm does more than prepare tax returns, we solve problems for our clients.”

Joanne has extensive individual tax knowledge. Specializations include general tax planning, strategic stock option planning, and community property allocations due to marital dissolutions.

Her tax and accounting experience with small businesses, includes corporation, partnerships, LLCs and sole proprietors. In addition to providing tax services to businesses, Joanne provides specialized consultation relating to stock option analysis, evaluation, and strategy, Qualified Small Business Stock (QSBS) planning, selecting the right Business entity, and sale of assets vs. stock analysis for business acquisitions and sales. Types of small businesses that we work with span a variety of industries; including manufacturing, construction, software, consulting, and medical services.

Joanne earned a Bachelor of Science in Business with an Accounting concentration, with honors, from San Jose State University. Current memberships include; Sunnyvale Presbyterian Church, American Institute of Certified Public Accountants, Palo Alto Bar Association, and the California Society of Certified Public Accountants.

Joanne enjoys spending time with her family, which includes 5 cats and 2 dog. She is a very passionate animal lover and keeps her license as a Veterinary Technician active. When she is not working, Joanne is often found helping out her 89 year old parents in Nevada, hanging out with her daughters, being a Grandma, volunteering at animal rescue sites, visiting family in Florida and an occasional visit to Disneyland.

Education

San Jose State University, Bachelor of Science in Business with a concentration in Accounting

Affiliations

Member – Sunnyvale Presbyterian Church

Member – American Institute of Certified Public Accountants (AICPA)

Member – California Society of Certified Public Accountants (CalCPA)

Hobbies

Hiking, Scary movies, Spending time with family, including pets.

Fun Facts

Licensed Registered Veterinary Technician