We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.
We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.
Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.
Jo-Ann Weiner, EA, CFE founded J.L. Weiner & Associates, LLC in 2012.
- Certification: Graduate of the Schuldinder/Smollan Leadership Academy, NAEA.
- Membership/Affiliation: Taxes and Federal Regulations Council for NAWBO – National Association of Women Business Owners
- Training Courses: Speaker on the National Team – NAEA – National Association of Enrolled Agents
As a Forensic Tax Accountant, Jo-Ann’s practice consists of tax controversy resolution, assisting in divorce cases, and criminal work.
Tax controversy Resolution
Jo-Ann represents clients who are being audited by the federal government or the state. She is versed in the tax code and experienced in the scope and depth of audit requirements and standards. Jo-Ann’s experience stems from many years of training in taxation, conducting tax audits with the IRS, and her years of experience in private practice.
Jo-Ann has calculated assets and funds available for alimony determinations in contentious divorces. She is very experienced working with the tax code rules that relate to divorce, alimony, separate maintenance, child support, and dependencies.
Jo-Ann is Certified Fraud Examiner experienced in examination and determination of corporate fraud or embezzlements. Further she represents clients, as part of the legal team, regarding federal criminal tax charges. She has served as an expert witness in court.
Jo-Ann is licensed by the federal government as an Enrolled Agent. She is a member of the National and New Jersey Societies of Enrolled Agents and thus is one of “America’s Tax Experts”. She is also a member of the Association of Certified Fraud Examiners.
She has over 35 years of experience with the IRS as a Revenue Agent auditing federal tax returns and working as a special enforcement agent on civil cases, criminal cases, and grand jury cases. She has served as an expert witness testifying in court for the government. Jo-Ann worked for the IRS as an outside contractor teaching Corporate Taxation to IRS Revenue Agents.
As a Director and Board Member for the New Jersey Society of Enrolled Agents, she teaches technical tax topics to South Jersey accountants. In that capacity she taught a course on Indirect Methods of Proving Income and another course on Self-Rentals. Recently Jo-Ann was invited to teach Form 1099-MISC by Lorman Seminars. She serves as a guest lecturer at Atlantic Community College.
Jo-Ann received NAACP’s Frances Hooks Award in 2014 for “showing courage in promoting diversity and building bridges across cultures.” Jo-Ann volunteers her time to the American Heart Association.