J. Ernest -  Business & Tax Professional
J. Ernest -  Business & Tax Professional

J. Ernest - Business & Tax Professional

Offers remote services
Offers remote services
$200
starting cost


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Zip code
Special tax situations

Responds in about 4 hours

Introduction: I am a semi-retired independent business and tax professional. I am highly trained, skilled and experienced in all aspects of business management and tax preparation. Experience includes over 20 years as a CFO for significant organizations. Credentials include MBA, CMA & CTEC . I strive for and provide excellence business and tax service service. My professional pride comes from the fact that my skills and experience have helped clients make their businesses successful. Also, for my tax clients, making sure that they do not pay any more tax than is legally required.
Overview

Hired 44 times

5 similar jobs done near you

Background checked

License verified

24 years in business

Payment methods

Cash, PayPal, Zelle

Featured Projects

4 photos

Specialties
Special tax situations

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Reviews

Customers rated this pro highly for responsiveness, professionalism, and work quality.

Exceptional 5.0

27 reviews

5
96%
4
4%
3
0%
2
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1
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Read reviews that mention:


Scott D.

Individual Tax Preparation

Working with Joe was a great experience. He was thorough and knowledgeable, and I had high confidence that Joe prepared our taxes accurately to ensure that we were reconciled with Uncle Sam during a very unusual year. Highly recommended.
J. Ernest - Business & Tax Professional's reply
Scott, Thank you very much for your 5 star review. I enjoyed working with you. I particularly appreciated your prompt response to questions etc. as well as prompt payment.
May 31, 2021
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Verified
Red e.

Accounting

We had a pleasant and comforting experience with Joe. He was able to simplify the daunting tax filing process!
J. Ernest - Business & Tax Professional's reply
Red, Thank you so much for the 5 Star review. Much appreciated. Joe Joseph E. Nagy, EA
Aug 14, 2020
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Verified
Marissa D.

Individual Tax Preparation

Joseph was very friendly and professional. He helped me with a particular tax situation (grant fellowship) that I was having a hard time finding assistance with.
Nov 6, 2017
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Verified
Casey B.

Individual Tax Preparation

Very happy to have had my taxes done by this professional, it saved our family a lot of money compared to the other tax refund providers out there. Will gladly do business again with Joseph!
Apr 12, 2016
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Verified
Elizabeth M.

Individual Tax Preparation

I needed help learning the basics about filing my taxes as a sole proprietor. Joe responded in a timely manner and assured me he would be able to explain things to me in a way that I'd understand easily. He was very prompt on replying to my emails and was very flexible with booking an appointment. He has a very warm and friendly personality and he did indeed make it very clear to me all the information I needed to know. He even printed out forms and guidelines for me which made it a lot more convenient and understandable. I would highly recommend him to anyone looking for information on their taxes or for anyone that needs help. I will definitely be going back to him when its time to file! Thanks Joseph!
Sep 12, 2015
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Verified
Credentials
License

License Type: Tax Preparer (CTEC) (CA)

License verified on 11/17/2020

Background Check

Joseph Nagy

FAQs

  • What should the customer know about your pricing (e.g., discounts, fees)?

    1-For Tax Preparation: Fees are based upon complexity of the tax return. Generally, this is dependant on the number and types of IRS forms needed to complete the return. The first state return is included with the price of the Federal return. 2-IRS Representation: Whenever there is involvement with the IRS or a state taxing entity a prepaid retainer is required. 3-For Bookkeeping Services: 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.

  • What education and/or training do you have that relates to your work?

    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.

  • What types of customers have you worked with?

    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 5 - IRS Representation and Tax Resolution- We represent clients before the IRS and state taxing agencies in order to obtain the most favorable settlement for our client.

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