Fair Winds Tax and Financial, LLC

from Dublin, OHmember since August, 2021
Rate: Price by request
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Description:

With over 15 years of experience in tax, accounting, and finance, Joshua Giminez, CPA, EA, CFP® is proud to offer a range of services through Fair Winds Tax and Financial, LLC. As a team, we specialize in individual and business tax returns, including nonresident and expat tax returns, tax planning, accounting/bookkeeping, business start-up consulting, and fee-only financial planning. Our priority is to ensure that our services benefit our clients and their long-term financial and business growth. We tailor our approach to each client's unique needs for maximum savings and strong business growth, which brings us a great sense of satisfaction.

Special tax situations:

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

Service location:

Remotely

Service Reviews

4.7

35 reviews

Service as described
4.7
Communication
4.7
Punctuality
4.7
JR
Joseph R.
My 2022 Tax Returns were completed by Josh in an exceptional manner. The quality of his work was impeccable, and he managed the entire process with speed and efficiency.
March 12, 2023
EH
Elizabeth H.
Working with Joshua was a seamless experience! He responded promptly and demonstrated excellent proficiency in the intricacies of federal and state taxation. I strongly recommend him to anyone seeking a competent professional to handle their tax filings.
September 7, 2022
RM
Ryan M.
The service provided was courteous, approachable, well-informed, and carried out with a high degree of proficiency! I would not hesitate to suggest it to my loved ones, and I intend to enlist the assistance of this individual again for my forthcoming tax filings!
August 19, 2022
AR
Amanda R.
My experience with Joshua Giminez was fantastic. While I had initial concerns about hiring a tax consultant remotely, he proved to be a true professional with his impressive expertise, experience, and knowledge. He also delivered his services promptly, which was greatly appreciated.
August 16, 2022
CM
Christopher M.
In general, Fair Winds is remarkable. Despite being limited to selecting only three categories, I would have added Value and Punctuality as exceptional qualities. Fair Winds efficiently untangled my convoluted personal tax situation, spanning several years, and rectified my mistakes. Moreover, they did the same for an intricate Supplemental Needs Trust, which I administer, dating back to approximately 13 years. Suffice it to say, relying on Fair Winds has provided me with assurance and peace of mind regarding taxes. Henceforth, I intend to use only Fair Winds for all my tax needs.
September 15, 2021