I am an IRS Accredited Tax preparer who can assist with both individual and business tax returns. I am part of the Annual Filing Season Program offered by the IRS and keep up-to-date with the latest changes to the tax code. In addition, I offer Bookkeeping and Payroll services and am proficient in Quick Books and Microsoft products. With a degree in Accounting and fluency in Spanish, I am bilingual and can assist a diverse range of clients.
My approach to financial services is centered on providing simple and useful information that educates my clients about financial matters. My ultimate goal is to carry out my duties in adherence to Federal and State regulations, while providing the best answers available to my clients that address their specific needs. The most fulfilling aspect of my job is producing results that meet the highest ethical standards and that satisfy my clients, all while educating them about financial matters in a clear and concise way.
Special tax situations:
Rental property, Stocks or bonds, Disability, Military service, Foreign income
Service location:
Remotely
Service Reviews
4.7
134 reviews
Service as described
4.4
Communication
4.8
Punctuality
4.9
DW
David W.
Mr. Joseph's tax services were exceptional. He displayed great proficiency in handling my taxes, and for the first time ever, I trusted someone to do them. He patiently addressed all my queries and my husband's too. I am certain of hiring his services again next year.
April 20, 2023
CS
Christopher S.
Despite the fast-approaching tax deadline and unique circumstances, we reached out to Ally's John who remained composed. John conducted himself as a true professional and was a joy to collaborate with. We highly recommend his services and extend our gratitude for his invaluable assistance. Thank you, John.
April 19, 2023
JT
Jacob T.
It was a delightful experience working with this agency. They were prompt in their response whenever I reached out to them for help. The team was very amiable and well-informed. Joseph went above and beyond to organize all my tax records and ensured that my taxes were filed on time. I genuinely value the meticulousness of this agency and intend to avail of their services in the future.
April 2, 2023
JB
Joseph B.
The company is highly professional and offers reasonable pricing. I would absolutely entrust them with my tax preparation needs in the future.
March 10, 2023
RH
Rachel H.
Ally Financial provided exceptional service with regards to our taxes for three rental properties. They were highly professional and personable, completing our taxes in just four days. Additionally, they identified and corrected errors made by our previous accountant, which resulted in cost savings for us. I highly recommend their services.
