Joy Schwentner

Office Manager & Client Relationship Curator

I always treat people – both in my personal life and professional role – the way that I would like to be treated. It’s a simple philosophy that has served me and those I come into contact with well over the years.

With over 30 years of experience, I’m an organized and efficient office manager who thoroughly enjoys working with others. I feel it’s my greatest responsibility to make our clients feel at ease when they’re working with our tax professionals. I’m so devoted to personal service that I’ve been known to deliver tax returns to our clients in person.

Since joining the team at Tax Smart Advisors, I’ve managed 2 office moves. Both times, there were lots of moving parts that needed to come together in order for the moves to happen with as little interruption to the office and partners as possible. I’m happy (and relieved) to say that both moves were successful without much downtime at all in large part to the planning and organizing I did beforehand.

When I’m not making sure our office is running efficiently or delivering tax returns to our clients, I’m spending time with my family and friends (which I love!). I can also be found getting a workout in at the gym, enjoying the outdoors kayaking, swimming or boating, or reading a good mystery novel.


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