Current Top Pro
Hired 50 times
6 years in business
(Pacific Time Zone)
Mon - Fri
9:00 a.m. to 6:00 p.m.
Credit card, Cash, Venmo, Paypal, Square
Currently a Top Pro
Top Pros are among the highest-rated, most popular professionals on Thumbtack.
Jul - Dec
Alfred Z.May 6, 2018Verified
Harsh G.Mar 8, 2018Verified
Felicia C.Feb 11, 2018Verified
Jay answered my appointment request extremely fast and scheduled an appointment in just 1 day! Not only was he helpful but, very thorough about different documents that I was unaware of. Jay explained all the required documents and processed my taxes asap. I appreciate all the hard work and can't wait for next year's easy tax season! Thanks Jay =)May 15, 2017Verified
I have the opportunity to do my taxes with J this year and found the experience to be easy and very professional. For the past several years I've been using H&R Block but found them to be extremely expensive for the amount of work they had done. I'm working with Jay I found he was able to complete the tasks that are very economical rate period I would highly recommend him to anyone who is looking to have your taxes done with a very high level of confidence and had a very affordable price.Apr 28, 2017Verified
Photos and Videos
- What should the customer know about your pricing (e.g., discounts, fees)?No, it depends on tax situation
- What is your typical process for working with a new customer?Intro call and then meet once if schedule work out between both client and our office , then we used secured portal as our repository for tax documents. Before filing , we go through taxes together and upon approval , We eFiled . All documents are posted in secured portal where client can access for 7 years .
- What education and/or training do you have that relates to your work?I worked at PwC before and left to start my own CPA firm to help small businesses and high net worth individuals to save hard earned $$.