Joseph Rodriguez

Joseph G. Rodriguez

Joe earned his BBA in Accounting from St. Mary’s University in 1973
He earned his CPA certification in 1974
He also obtained the following certifications:

    • Certified Financial Planner
    • Chartered Life Insurance Underwriter
    • Certified Fraud Examiner

Joe also holds NASD Securities Licenses Series 6 and 7 as well as Texas Insurance License.

 

Joe started his accounting career with Peat Marwick Mitchell (now KPMG) where he spent five years for the most part auditing companies listed on the New York Stock Exchange. He then joined Carneiro Chumney where he was admitted as a partner. In 1981 he formed his own CPA firm concentrating on family-owned businesses and individual taxation.

 

Joe is a member of the AICPA and TXCPA and for many years was an instructor with the Becker CPA review Course and conducted Small Business Workshops in conjunction with UTSA.

 

Curriculum Vitae

Employment

* Rodriguez Holland & Co., P.C., CPAs

Managing Partner

1981 – Present

* Carneiro Chumney & Co., CPAs

Partner

1977 – 1981

* KPMG Peat Marwick, CPAs

Supervising Senior Auditor and Computer Audit Specialist (CAS)

1973-1977

* Becker CPA Review Course

Instructor

1974-1981

* University of Texas at San Antonio Small Business Workshops

Instructor

1993-1995

 

Experience

All aspects of public accounting with emphasis on the following:

    •  Taxation of individuals and family-owned businesses
    •  Accounting and financial reporting systems
    •  Providing financial reporting and controllership services
    •  Audits, reviews and compilations of financial statements
    •  Financial planning

 

Education

B.B.A. in Accounting (1973)

St. Mary’s University

 

Certifications

    •  Certified Public Accountant (CPA)
    • Certified Financial Planner (CFP)
    • Chartered Life Underwriter (CLU)
    • Certified Fraud Examiner (CFE)
    • NASD Securities License (Series 6,7,26 and 63)
    • Texas Insurance License

 

PROFESSIONAL

American Institute of Certified Public Accountants

 

AFFILIATIONS

Texas Society of Certified Public Accountants

Association of Certified Fraud Examiners

Transamerica Financial Advisors, Inc. Investment Advisor Representative

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A Client-First CPA Firm That Gets Results

As a Certified Public Accountant (CPA) firm licensed in Texas, Rodriguez Reiffert & Co., P.C., offers business accounting, tax services, and related services with one end goal: real results. When you work with us, you come first every time.

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What Our Clients Say About Us

Pamela was very helpful with my taxes. Would highly recommend.

Ryan B.

Professional and courteous service. Very communicative and helpful. I would 100% recommend Rodriguez Reiffert

Gwen W.

You won’t be disappointed in the services Rodriguez Reiffert have to offer. Very helpful and knowledgeable! 10/10 would recommend

Alexandria P.

Contact Us

We are glad that you found us, and look forward to talking with you! To get started, submit a contact form and we will reach out to you within 48 hours.

We’re welcoming new business, and initial consultations are free. Mrs. Rodriguez is available to answer your questions via phone call from 9AM to 6PM CDT, Monday to Friday, and 9AM to 2PM CDT on Saturdays and will respond to emails within 48 hours — Don’t hesitate to reach out.

210-822-9950 prodriguez@cpasat.com Rodriguez Reiffert & Co., P.C.
40 NE Loop 410, Suite 410
San Antonio, Texas 78216

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