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.
The kindest person ever. I waited till the last minute (literally the day of) and he was kind enough to take in my appointment even though he was in the middle of all the chaos. Joni made me feel very at ease and filing was painless and quick. Contact this lady for all your tax needs!
I had a difficult return to file and Joni is knowledgeable. Joni was wonderful. She completed my taxes incredibly quickly and was very responsive even on evenings and weekends. She was able to get me a much bigger refund than the previous year when I did my taxes myself. Definitely will continue using her in the future!!!
Joni was efficient and professional as well as knowledgeable regarding the rules of the IRS. She answered my questions with ease and explained issues that came up quickly. I was happy working with her and would gladly work with her again.
It was a pleasurable and quick experience with Joni! She has years of experience and a friendly/professional attitude. She was able to answer all of my questions and complete my tax filing in a timely manner. Thank you !
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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