Individuals to Business Clients.
Joshua has been handling my Personal finances and taxes for the past 3 Years. He was referred to me through a close friend that swore by him. Josh is the first accountant I have no hesitation putting my trust in. He always has my best interest at mind and is incredibly talented. He gives great financial advice and regularly emails about new changes in tax laws. He saves me money every year and even fixed previous years of taxes that were filed incorrectly by bad accountants. Wouldn’t know what to do without him!
I have worked with Josh for several years now. Initially we began with personal returns which involved K-1s and other ancillary schedules that reached beyond the basic capabilities of turbotax. More recently, I have launched my own business and Josh’s expertise has been invaluable in creating a beneficial tax strategy for my business and my family
Being an active duty military family with multiple properties because we move so often is tough. Josh has been handling our taxes for the past couple of years and has been a true lifesaver. He is very knowledgeable when it comes to tax laws and if he doesn’t know the answer he goes above and beyond to figure it out. We trust him completely with our taxes and feel confident knowing we have him in our corner to prepare them each year.