Hired 70 times
4 years in business
(Eastern Time Zone)
12:00 noon to 9:00 p.m.
Top Pro status
Top Pros are among the highest-rated, most popular professionals on Thumbtack.
Jul - Dec
Joe has done great work for us for two years. He is very knowledgeable and professional. He responds to your questions quickly and thoroughly. I highly recommend him to those in need of CPA services.May 25, 2018Verified
Joe was outstanding! I attempted to do taxes myself (as usual) and it turned out very badly this year, due to earning income in several states and other matters. I knew doing it myself (even through TurboTax.com), the numbers just weren't looking right. I uploaded the documents to Joe's secure site, and he went right to work. Although I still owe (which was expected), he saved me a lot of money in comparison to what I was expecting to pay. In fact, I'm actually getting a refund from one state where I was expecting to owe! He was quick, accurate, accessible, and a pleasure to work with! I will absolutely be using him in the future!Mar 9, 2018Verified
We have barely started the process. That won't be until February, but we had one conversation and he seems to be on top of things.Dec 1, 2017
Joe was great to work with. He was very knowledgeable and responded to any inquiry we had quickly. He kept us on track to get things done and file our taxes without delay.Oct 16, 2017Verified
Joe completed and filed our Federal and State business income taxes. He was friendly, courteous, professional and got us nice refunds. We will use him again.Apr 27, 2017Verified
- What should the customer know about your pricing (e.g., discounts, fees)?I like to bill a fixed fee whenever possible. I would get an idea of the work required, quote you a price, and do my best to stick by it. For consulting and other services where a fixed fee is not reasonable, my hourly rates are generally between $120 and $150.
- What is your typical process for working with a new customer?I like to get to know who I am dealing with. If a business, a general idea of what you do, how the business is run, how you make money, etc. If an individual, just a general "what's going on in your life?" is all I'm after. Both of these will help me provide better service.
- What education and/or training do you have that relates to your work?I have over 9 years of relevant tax experience. A majority of that I did while working in two large regional CPA firms. I have and continue to work with a varied group of individuals and small businesses to provide the services they need. I received both my Bachelor of Science and Master of Science in Accountancy from Bentley University located in Waltham, MA - recently ranked the #2 business school in the country according to USA Today.