Joseph E. Nagy, Principal

Joseph E. Nagy, Principal

Goleta, CA

18 years in service

2 employees

Gold profile

Licensed in CA – Validate
Tax Preparer – ENROLLED AGENT #111478 CALIFORNIA A120414

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“Business & Tax Professionals - Enrolled Agent”


MBA, Certified Management Accountant & IRS Enrolled Agent with over 30 years of business & tax experience.

We provide a full range of business, accounting and tax services for both business and individuals.

About Joseph E. Nagy, Principal

hired 7 times on Thumbtack

Our services include efficient and reliable bookkeeping through Financial Statements, Business Planning, business start-ups and consulting.
Federal and State tax preparation, IRS Representation
We customized our services to the unique needs and time frames of the client.

< Our service is a cost-effective alternative to employed accounting and bookkeeping staff.

< Our service area: We service Santa Barbara County and the Ventura/Oxnard areas.

< Credentials:
- IRS Enrolled Agent (E.A.)
- California Tax Registration Number is A120414.
- Certified Management Accountant (CMA)

We are licensed & bonded.


Goleta, CA 93117

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  • 5/5 stars February 17, 2015

    Joseph is a very nice guy. He has contacted me whenever he needed some information and gave me timely updates about the status of my tax prep. He was very quick in responding to my queries. Definitely will continue with him next year.

  • 5/5 stars January 8, 2015

    Joseph Nagy is a top rate professional. He helped develop, maintain and continually update our QuickBooks Pro for the non-profit home health agency I ran for many years. Joe was always responsive to any questions or concerns I had and made me feel like I was a priority at all times. He regularly attended educational conferences and I was confident in his ability to ensure that our business was meeting all financial reporting regulations. He was timely meeting deadlines and would often go out of his way to ensure that I would meet my tight deadlines. Joe is a pleasure to work with in every capacity. He has been a CFO of a large medical clinic, yet demonstrates the ability to bring his financial and tax expertise to work with small teams, allowing them to focus on other matters. I would highly recommend Joseph Nagy to anyone seeking financial, bookkeeping or tax preparation assistance.

  • 5/5 stars October 15, 2014

    Mr. Nagy reviewed a Tax Board letter, prepared two years of (late) Tax Returns and provided advice and a referral on an investment matter.

    HMr. Nagy was at all times professional, timely, communicative, courteous, patient and clear in what was needed. He completed the work within a very short period of time leaving a good margin in which to submit the required documents to the IRS and the State Tax Board. Mr. Nagy traveled some distance to my home for an initial meeting and to gather documents and repeated this when it was time to review the prepared returns and sign papers. In between he kept me appraised of each step and any items that were needed by e-mail. I was able to scan further documents that were required. Upon completion, Mr. Nagy provided cover letters for the Tax Returns and a clear statement of account. The work was more involved than originally anticipated therefore the cost was higher than estimated; I paid it happily. Mr. Nagy's level of service and professionalism was worth every penny.

    I will continue to use Mr. Nagy for all my future tax preparation. I hope it is a long time until he retires, this quality of service would be difficult to surpass.

  • 5/5 stars August 17, 2014

  • 5/5 stars May 3, 2014

    Joe is very professional at what he does and always make tome for anwering questions that we have. Always be our pleasure work working with Joe.

  • 5/5 stars October 8, 2013

    Joe was able to do my taxes in a timely manner, communicating with me when he had questions, and was able to clearly explain any areas where there might be confusion. I would gladly use him again next year.

Question and answer

Q. Describe the most common types of jobs you do for your clients.

A. 1 - Ongoing monthly bookkeeping service including financial statement preparation and analysis.
2 - Year end compilation of business data for tax preparation.
3- Assisting entrepreneurs in developing their business plans and forming an S-Corporation or LLC, and related fictitious name.
4 - New & returning tax clients for year end tax preparation

Q. What advice do you have for a customer looking to hire a provider like you?

A. Consider more than just price when looking for business services that impact you or your business. Look for a qualified and credentialed professional to provide your business services. Saving a few dollars now, may end up costing considerable dollars to correct errors and put your books or taxes in proper order.

Q. If you were a customer, what do you wish you knew about your trade? Any inside secrets to share?

A. Many believe that they can save money by doing their own bookkeeping and/or tax service by using over the counter software packages. Although some of the software is very good, it is no substitute for an experienced professional. Accounting and taxes have become extremely complex and confusing and many business owners just do not have the time to spend keeping up on the required changes.

Q. Why does your work stand out from others who do what you do?

A. I am highly trained, skilled and experienced in all aspects of business management. I strive for and provide excellence in services provided.

Q. What do you like most about your job?

A. My satisfaction comes from the fact that my skills and experience have helped my clients make their businesses successful.

Q. What questions do customers most commonly ask you? What's your answer?

A. Question: Will I be audited?

Answer: I keep informed on types of taxpayers and specific areas that the IRS is focusing on for audits. However, there are no guarantees. Any individual or business may be selected for audit for any matter. If you are selected for audit, only an attorney, CPA or Enrolled Agent may represent you before the IRS.

Q. Do you do any sort of continuing education to stay up on the latest developments in your field?

A. As an IRS Enrolled Agent, CA Registered Tax Preparer and Certified Management Accountant I am required to complete between 20 and 30 hours of continuing education annually in order to keep my credentials. Even if it were not a requirement, I would seek continuing education just to keep up with changes that affect my clients.

Q. If you have a complicated pricing system for your service, please give all the details here.

A. We give our clients a choice. After an initial interview we will provide a firm fixed quote for the project. This quote is the price even if more than the estimated time is needed to complete the project. As an alternative, the client may choose our competitive hourly rate.

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