Joseph E. Nagy, EA - Independent Business & Tax Professional

5.0
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(23)
5.0
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23 reviews
5
96%
4
4%
3
0%
2
0%
1
0%
Customers rated this pro highly for punctuality, value, and work quality.
  • Ibrahim C.

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    Easy person to work and he understand everything quicker

    Jan 23, 2018Verified
    Joseph N.'s reply

    Ibrahim: Thank you for the kind review. Joe

  • Marissa D.

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    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, 2017Verified

About this pro

I am highly trained, skilled and experienced in all aspects of business management. I strive for and provide excellence in services provided. My satisfaction comes from the fact that my skills and experience have helped my clients make their businesses successful. Also, for my tax clients, making sure that they do not pay any more tax than is legally required.

Years in business

5

Times hired on Thumbtack

35

Background check

Completed

License

Verified
Show more

Photos and Videos

4 photos

    Q & A

    • 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.

    Business hours

    Pacific Time Zone
    Sunday9:00 a.m. to 8:00 p.m.
    Monday9:00 a.m. to 8:00 p.m.
    Tuesday9:00 a.m. to 8:00 p.m.
    Wednesday9:00 a.m. to 8:00 p.m.
    Thursday9:00 a.m. to 8:00 p.m.
    Friday9:00 a.m. to 8:00 p.m.
    Saturday9:00 a.m. to 8:00 p.m.
    Coverage Area for Joseph E. Nagy, EA - Independent Business & Tax Professional is about 40+ miles of Goleta, CA.