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About Us

MEET OUR CEO/FOUNDER OF NEW HORIZON TAX AND FINANCIAL SERVICES

Joanna brings a wealth of expertise with over 15 years of experience in tax preparation and a strong financial background. In 2018, she became a full-time entrepreneur, launching New Horizon Tax and Financial Services, a business inspired by her passion for helping individuals achieve personal and financial growth. Raised in Minnesota but now based in Greenville, SC, Joanna is a proud mother of four beautiful children who inspire her daily and drive her steadfast dedication and success. 


Joanna's mission is to provide her clients with expert guidance, professionalism, and peace of mind. She strives to empower individuals and families with the confidence to make informed tax and financial decisions that benefit their future.  


Clients working with Joanna appreciate her extensive knowledge, honesty, compassion, education and unwavering commitment to client privacy. Whether you need assistance with personal or business tax needs, Joanna and her dedicated team are here to support you every step of the way.  


"You cannot close your eyes to New Horizons."

YOUR TRUSTED TAX PROFESSIONAL

Meet The New Horizon Team

JASMINE

JASMINE

JASMINE

  Tax Review & Compliance Analyst 

 

Jasmine is a dedicated and detail-oriented Tax Review & Compliance Analyst at New Horizon Tax & Financial Services. With her sharp analytical skills and extensive knowledge of tax regulations, Jasmine plays a crucial role in ensuring the accuracy and compliance of every tax return we prepare. 

KATHY

JASMINE

JASMINE

 Tax Documentation Specialist


Kathy is our highly efficient Tax Documentation Specialist, ensuring that all client files and forms are meticulously organized and prepared for seamless tax processing. Her dedication to accuracy and compliance plays a vital role in providing the stress-free service our clients expect from New Horizon Tax & Financial Services. 

PAMELA

JASMINE

PAMELA

 Business Development Project Manager 


Pamela is our dynamic and results-driven Business Development Project Manager, spearheading strategic initiatives that drive growth and enhance client relationships at New Horizon Tax & Financial Services. With her innovative mindset and commitment to excellence, Pamela ensures our business remains at the forefront of the tax and financial services industry. 

ALEXIS

ALEXIS

PAMELA

 Tax Professional & Marketing Coordinator


 Alexis is a versatile and passionate member of our team, serving as both a skilled Tax Professional and a creative Marketing Coordinator. Her dual role allows her to bridge the gap between exceptional tax preparation services and effective client engagement strategies at New Horizon Tax & Financial Services. 

Maiyah

ALEXIS

Maiyah

Administrative Assistant


 Maiyah is the friendly and efficient Administrative Assistant who keeps everything running smoothly at New Horizon Tax & Financial Services. With her exceptional organizational skills and dedication to customer care, Maiyah ensures that both our clients and team have the support they need to succeed. 

Kaycy

ALEXIS

Maiyah

Intern 


Kaycy is an enthusiastic and motivated Intern at New Horizon Tax & Financial Services. As she explores the professional world, Tanila is gaining valuable hands-on experience while contributing to the team's success with her fresh perspective and eagerness to learn. 

THE NEW HORIZON DIFFERENCE!

COME EXPERIENCE THE NEW HORIZON DIFFERENCE

 At New Horizon Tax and Financial Services, we take pride in offering transparent, professional, and ethical tax preparation services. Our commitment to integrity ensures that all work is completed in compliance with IRS guidelines, giving you peace of mind.


Here’s what sets us apart:
Client Education: Empowering you with knowledge to make informed decisions about your taxes.  

Fast and Accurate Service: Ensuring your tax returns are completed promptly and correctly.  

Maximum Refunds: Helping you claim the largest refund you’re entitled to under IRS regulations.  

Active Listening: Understanding your unique needs and concerns to deliver tailored solutions.  

Constructive Feedback: Offering insights to help you improve your tax situation year after year.  

Relationship Building: Fostering trust and creating lasting partnerships with our clients.

  
Happy Clients = Happy Preparers

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