Joanna Garcia
Associate Professor
Background
Prior to coming to JCU in 2017, I taught at the University of Waterloo in Ontario, Canada. I am from the Cleveland area, and grew up right next door in Shaker Heights.
I went to Ohio Wesleyan University for undergrad, which, like JCU, is a small liberal arts school. After graduation, I joined the Marine Corps, where I was an air support control officer stationed in North Carolina. When I got out of the Marines, I decided to try accounting (I was not a business major at OWU), and went to North Carolina State University for my Masters degree. I then worked for Deloitte Tax in Raleigh, in the Private Client Advisors group, where I worked primarily with high net worth individuals and their businesses, estates, and trusts.
After a few years with Deloitte, I decided to become a professor. I went to Virginia Tech for my Doctorate. That led me to Waterloo and eventually back home to Cleveland.
I have a 12 year old son and 4 cats at home. If we meet in Zoom at some point, you'll probably see at least some of them!
Areas of Expertise
- Archival and Experimental Research in Taxation
- Corporate Lobbying
- Tax Policy
Research Interests
Educational resources for tax education, diversity and inclusion, and accounting ethics.
Archival and behavioral research in accounting education, including tax education, diversity and inclusion in educational settings, and accounting ethics.
Archival research in taxation, especially as related to corporate social responsibility, corporate lobbying, tax policy, and the political process.
Education
Doctor of Philosophy, Accounting, Virginia Polytechnic Institute and State University, 2014
Master of Accounting, North Carolina State University, 2005
Bachelor of Arts, Black World Studies, Ohio Wesleyan University, 1997
Courses Taught
AC2201 Principles of Accounting IAC2202 Principles of Accounting II
AC3321 Principles of Federal Taxation
Publications
Bishop-Monroe, R. and J. L. Garcia (2022). “Where Do I Start? A Pathway for Personal Growth for Faculty Committed to Creating Inclusive Classrooms.” Issues in Accounting Education 38(1): 109-128. https://doi.org/10.2308/ISSUES-2021-068
Enget, K., J. L. Garcia, and M. Webinger (2020). “Majoring in Accounting: Effects of Gender, Difficulty, Career Opportunities, and the Impostor Phenomenon on Student Choice.” Journal of Accounting Education 53. https://doi.org/10.1016/j.jaccedu.2020.100693.
Garcia, J. L. (2020). “The Inclusive Curriculum.” BizEd, March/April 2020: 42-44.
Garcia, J. L. and T. Petzel (2019). “The Tax Cuts and Jobs Act and the Individual Taxpayer.” Journal of Business Cases and Applications 24. http://www.aabri.com/manuscripts/193005.pdf.
Garcia, J. L. (2019). “So You’re Moving to Canada: A Personal Income Tax Primer for Americans Living in Canada.” Business Horizons 62(2): 139-147.
Garcia, J. L. (2019). “The Ethics of Tax Reform.” Encyclopedia of Business and Professional Ethics. Springer. https://doi.org/10.1007/978-3-319-23514-1_363-1.
Garcia, J. L. (2018). “Tax Compliance in a Voluntary Reporting Environment.” Encyclopedia of Business and Professional Ethics. Springer. https://doi.org/10.1007/978-3-319-23514-1_366-1.
