JoAnna Dizon Billete, CPA
Manager, Tax
JoAnna Dizon Billete is a Tax Manager of Trusts & Estates. With a deep passion for tax planning, she provides strategic guidance to individuals and families, navigating the intricacies of wealth preservation and tax compliance.
“For me, the essence of purpose lies in discovering your ‘why’. In every endeavor, it holds immense significance. As I strive to make a meaningful impact on both my team members and our clients, I find my purpose fulfilled. Witnessing the value I can contribute fuels my passion and drives me forward.”
JoAnna likes to look at the big picture, utilizes her knowledge in different areas, and collaborates and works closely with the Wiss team to make sure to provide tailored solutions and ensure a seamless and personalized experience for clients. Valuing client input, she works beyond the numbers, considering all aspects to deliver impactful solutions aligned with clients’ goals and aspirations.
Education
BS – Accounting
Montclair State University (Summa Cum Laude)
Certified Public Accountant
Professional Affiliations
American Institute of Certified Public Accountants
New Jersey Society of Certified Public Accountants
Estate Planning Council of Northern New Jersey
Beyond Wiss
In her free time, JoAnna loves to sing, listen to audiobooks, play cozy video games, write poetry, travel, bake delicious desserts, and try new food and experiences. She loves exploring creative outlets that move and inspire, sparking reflection and enriching her journey through life.
Fun Facts
You can travel back in time. What’s a piece of advice you’d tell your younger self?
Success doesn’t always mean perfection. Don’t be so hard on yourself and everything doesn’t have to be perfect. Do what you can, what you love, and spend time with those that make you happy and help you be at your best. Allow yourself to feel all feelings, it’s okay to not be happy every minute of every day. Most of all, don’t forget to set goals and live life for yourself, unlearn trying to accomplish things that other people set out for you. Forge your own path.
