Ernest & Wall, Inc - Business & Tax Professionals

from Goleta, CAmember since September, 2021
Rate: Price by request
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Description:

As a semi-retired business and tax expert, I possess extensive expertise in all aspects of business administration and tax planning. With over two decades of experience as a CFO at top firms, I hold an MBA, CMA & CTEC and IRS AFSP credentials. My commitment to excellence in business and tax service is unwavering. I take immense pride in using my knowledge and experience to contribute to my clients' success, whether by helping them run their business operations effectively or reducing their tax liabilities through sound tax planning.

Service location:

Remotely

Service Reviews

4.7

34 reviews

Service as described
4.5
Communication
5.0
Punctuality
4.8
KR
Kyle R.
Joe did an exceptional job in handling my tax matter. He went over and above to provide me with a comprehensive understanding of my tax situation. I strongly suggest Joe's services.
November 22, 2022
WC
William C.
After carefully examining a letter from the Tax Board, Mr. Nagy skillfully prepared two years of overdue tax returns, shared valuable investment advice, and provided impressive referrals. Throughout the entire process, he displayed exceptional professionalism, timely responses, excellent communication skills, a courteous demeanor, and admirable patience. He efficiently accomplished all the tasks in a short period, allowing ample time to submit the documents to the IRS and the State Tax Board. Despite traveling a significant distance to meet me initially and gather the necessary documents, Mr. Nagy never wavered in his commitment to the project. He kept me apprised of every step via email and welcomed additional scanned copies of documents when required. Upon completion, Mr. Nagy thoughtfully included cover letters for the Tax Returns and provided a clear description of the account. Though the project ended up being more complicated than anticipated, and the bill a little higher than estimated, I was more than happy to pay for Mr. Nagy's exceptional service and unmatched professionalism. I plan to continue using him for all my future tax returns, and I hope he will be around for many years to come. His service is truly unparalleled.
July 24, 2022
AW
Amber W.
It was a pleasure working with Joe. Instead of using TurboTax, which I had done for years, I decided to take his advice and I'm so glad I did. He was very meticulous and presented information in a simple and understandable way. I strongly suggest using his services.
March 9, 2022
RM
Robert M.
It was an excellent opportunity to collaborate with Joe, who exhibited a commendable level of expertise and meticulousness. I was immensely reassured by Joe's competence that our taxes were properly handled, considering the peculiarities of the year. I strongly endorse him.
November 18, 2021
EW
Emily W.
With J. Ernest as my accountant, I have found a reliable professional in Santa Barbara. I am confident in their abilities and no longer feel any anxiety about dealing with the I.R.S. Thanks to J. Ernest, I have a superior accounting experience.
November 13, 2021