Joseph P. Dimino EA, CFP®, CHFC®, CLU®, RICP®

Joe Dimino is a Federally Authorized Tax Practitioner (FATP) who has demonstrated significant technical expertise in the field of taxation after proving in-depth knowledge of the tax code through examination, thus empowering him by the U.S. Department of the Treasury, to represent taxpayers before the Internal Revenue Service (IRS). He has been in the field of taxation for over 30 years, and an Enrolled Agent (EA) since 2005.

In addition to his EA designation, Joe has completed a rigorous three-year curriculum to become a Fellow of the National Association of Enrolled Agents (NAEA) National Tax Practice Institute (NTPI). This program has uniquely prepared him to effectively represent his clients before all administrative levels of the IRS, and cover all variances of examinations, audits, collections and appeals, while instructing on the entire process from both the client and IRS perspective. Joe has also been a Discussion Leader at NTPI’s Level 2 for the past ten years.

Joe is an active member of the National Association of Enrolled Agents (NAEA), the California Association of Enrolled Agents (CSEA), and the Orange County Enrolled Agents (OCEA). He is also a member of the South Orange County Chapter of the California Society of Tax Consultants (CSTC), as well as associate member of the Taxation Sections of the Orange County Bar and California State Bar Associations. He has been active in his local chapter by volunteering as a Director on the Board of the Orange County Enrolled Agents (OCEA), and has served as Chair of the OCEA Education Committee in 2011. He was one of three individuals hand-selected by the President of NAEA to sit on the newly formed advisory board of the Schuldiner/Smollan Memorial Funds Task Force for 2011/2012.  Currently, Joe is a committee member on the NAEA's Government Relations Committee, as well as a newly appointed committee person on the Client Security Fund Commission of the California State Bar. Joe has also volunteered his time as an instructor for the IRS Small Business Workshop in Laguna Niguel, CA.

Joe proudly served in the United States Air Force from 1984 through 1988 as an Accounting Specialist stationed at bases located in Texas, Hawaii, Guam, and Australia. As soon as his military term was satisfied, he decided to move back to his home town in New Jersey to complete his college degree, and begin his tax career working at a local CPA firm James Murray & Associates. He attended Rutgers the State University and California State University receiving his bachelor’s degrees in Accounting and Finance.

Joseph has also secured the designation of Accredited Tax Advisor (ATA) by the Accreditation Council of Accountancy and Taxation. This designation is available to those who exemplify proficiency and expertise in tax preparation, along with the additional requirement of increased annual continuing education beyond that required of Enrolled Agents and other tax professionals.

An important aspect of his life is family. He currently resides in Southern California with his beautiful wife Martha of 28 years, three wonderful children Marisol, Nick, and Andrew, as well as the frisky family dog Odey. When not at work, he loves to read, coach, and attend his children’s sports games, while balancing the remainder of his day being a loving husband, father, and church steward.

Joe’s greatest strengths are his integrity, preparation and presentation skills, and a secret weapon that he refers to as quiet self-confidence. He continues to provide his clients with an added comfort by letting them know that “everything will be just fine”.