Alliance Financial Services

from West Palm Beach, FLmember since February, 2022
Rate: Price by request
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Description:

As a comprehensive tax and accounting firm, we provide year-round services such as tax preparation, accounting, bookkeeping, payroll, and tax resolution. With my extensive knowledge and expertise, as a licensed CPA and enrolled agent (EA), I bring over 25 years of experience to handle both corporate and individual clients.

Special tax situations:

Rental property, Stocks or bonds, Disability, Military service, Foreign income

Service location:

Remotely

Service Reviews

4.7

61 reviews

Service as described
4.6
Communication
4.7
Punctuality
4.6
JG
Joseph G.
I had a great experience getting my taxes done. It was fast, easy, and very helpful.
March 19, 2023
HJ
Heather J.
Joe and his team provide an exceptional experience by simplifying tax tracking and reporting processes, reducing the level of effort required. I highly recommend their services to small business owners.
March 11, 2023
KA
Kayla A.
I am delighted with his exceptional professionalism and vast expertise.
February 23, 2023
BH
Brittany H.
Joe is an exceptional individual who conducts himself in a highly professional manner and is very approachable. He ensures that every step of the process is clearly communicated and provides valuable insights and solutions. Filling our tax return has never been more stress-free, and we couldn't be happier with the service provided by Joe. We highly recommend Joe for any tax-related needs. Grateful for your service, Joe!
June 12, 2022
MB
Michael B.
Joe is a consummate professional who expeditiously handled our tax preparation needs. Coordinating a conference call with him to discuss our situation was effortless, and he proved incredibly knowledgeable and assured in his guidance. Alliance Financial Services receives an A+ rating from us.
May 20, 2022