JimmyTax

JimmyTax is an organization with a greater purpose than just taxes. It's about helping people. 2019- 2020 brought numerous changes to the tax rules and I needed professional tax advise from a reputable firm. From my first interaction with Jimmy, to the 5 star level customer service, Jimmy advised and prepared my personal and business tax forms to address the myriad tax rules and changes for this year. If you're looking for a boutique tax organization, without the boutique price, who specializes in offering top notch service, advice, and trustworthy results, JimmyTax tops the list. Thank you, Jimmy!

Jimmy was very friendly and responsive; however, I did not end up using the quote he had prepared for me, but rather the one I had prepared and sent to him to review. He had asked me certain questions about my work situation (whether I travel for work, use my cell for work, or use a home office) all of which I told him I did not. He still put them on the tax return he prepared, which had I been audited for that could have presented a problem for me. It made me hesitant to trust that he actually listened to what I was saying and as a fellow accountant, trustworthiness is something that I was looking for in a tax professional. I understand that tax season is a busy time, but that was off putting to me. However, I did appreciate him taking the time to review my return.

At first I was skeptical about using a tax preparer that I couldn't have a face to face discussion with because of living in a different state but after speaking with Jimmy it just felt right . He was very professional and knowledgeable about the new tax laws and treated me like I was a family member . I will definitely be using him for all my tax preparing needs and recommend his services to others .

Jimmy was so efficient and responsive. I will definitely use him again. This was one of the best experiences I've ever had doing my taxes. And his prices are more than fair. I highly recommend Jimmy.

This was my first time working with Jimmy, and he was able to save me a few thousand dollars on my business taxes compared to the CPA I was using originally. I would highly recommend him!