HomeTeam MemberJoe Jensen

Joe Jensen

Joe joined Boulay in 2017. With more than five years of public accounting experience, he specializes in providing tax compliance and consulting services to clients operating across a variety of industries, including engineering, professional services, construction, manufacturing, and rental real estate. He prepares and reviews Federal and multi-state corporate, partnership, and individual tax returns and supporting workpapers. He also maintains basis calculations, tracks Federal and state depreciation records, and supports clients with correspondence between tax authorities. Joe assists clients with Federal and state tax planning strategies and projections, as well as the computation of quarterly estimates. He also has advanced skills in tax research and various programs including Microsoft Excel, CCH Access, BNA Fixed Assets, and BNA Tax Planner.

INVOLVEMENT

  • American Institute of Certified Public Accountants
  • Minnesota Society of Certified Public Accountants

EDUCATION

  • University of Wisconsin – Eau Claire—B.B.A. Accounting and Finance
  • Certified Public Accountant (CPA)

PERSONAL INTERESTS

  • Fishing
  • Playing softball
  • Playing video games
  • Cheering on Minnesota sports teams, especially the Timberwolves
  • Playing fetch and going on walks with his dog, Murdock

FAVORITE VACATION DESTINATION

  • The North Shore of Lake Superior—hiking near Lutsen, or visiting Grand Marais

GET IN TOUCH

Contact Joe
"Not only is finding the right answer important, but providing a clear explanation of that answer with actionable insights is how I provide value to my clients."

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Investment Advisory Services offered through Boulay Financial Advisors, LLC a SEC Registered Investment Advisor. Certain Third Party Money Management offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Registered Representatives of Valmark Securities, Inc. are located at the Minneapolis/Eden Prairie office(s). See Valmark’s Form CRS.

Boulay PLLP and Boulay Financial Advisors, LLC are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. FINRA | SEC | SIPC | ©2021-2024 Boulay | All rights reserved.