I work One on One with our Clients. You are never a number. I feel that my personalized service puts me above the rest. I am always looking at ways to help my clients be more efficient for their business and personal financial lives.
I enjoy being able to work with my clients and helping them achieve thier financial goals.
After initially submitting a positive review, I need to share the fact that something has gone amiss with our NJ state filing. Joni assured me that it would be corrected, but 2 and a half months later, we have not received the NJ state refund, nor have we received requested copies of our state and federal returns. Most alarmingly, Joni has not responded to the last 3 messages that I sent her. This leaves us in a precarious situation which will mean having to hire another accountant and incur additional costs.
Joni was fantastic. My taxes were done quickly, she answered all of my questions regarding small business issues, and was a pleasure to work with. I highly recommend her.
Our old accountant retired last year and I'm very happy to have found Joni! She is thorough, knowledgeable, personable and very easy to work with. Highly recommended!
great work, very reasonable price, communicated throughout the whole process, double-checked everything before submission, and made things easy to understand.
Most clients are looking for the best price but that should NOT be the main concern.
Our process when working with a new client is to ascertain what exactly you need and give you the best price on your financial situation.
Be it TAXES, Letter from The IRS or your state , bookkeeping....
Please keep in mind when asking for a quote here that the price is subject to change depending on what you actually need.
Bachelor's in Taxes and Accounting
Yearly IRS and states CPE courses
Been doing Taxes and Accounting for over 30 years
My pricing depends on what forms are needed.
If Bookkeeping, Reasearch, or calls to a tax entity is need that is usually additional.
Please ask me personally...
Just know it has to do with a "paper mill".
Paper Mill ~ What I call business that just want to get you in and out, take your money, and has doesn't stand beind thier work.
I have worked with all types of clients... I do NOT consider clients as different no matter where you are, who you are, or your financial status. I have worked with clients that are just starting out to clients that have worked for many years. From those who have very little to multi-millionaires.
I consider everyone that same and treat everyone that way....
I have several please feel free to ask.
Talk to several different Pros...
Go with the one you feel you can trust.... PERIOD.
You are handing over all your personal information to this person.
I consider no question to small or too big.
Everyone has to learn somewhere.
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