Joel Schmitz, CPA

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Introduction: Our focus is on customer service. We have been doing this since 2003 and have a complete knowledge of the tax laws. If we encounter a situation that we are unfamiliar with we have the resources to research and help you resolve your issue. Taxes, bookkeeping and payroll can be very stressful. I enjoy taking the stress and turning it to a positive experience and help the client plan for the future.

Overview

Hired 7 times

6 employees

22 years in business

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Reviews

Customers rated this pro highly for professionalism, responsiveness, and value.

Exceptional 5.0

14 reviews

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David H.

Jan 20, 2015

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Hired on Thumbtack

Accounting

Diana M.

Dec 12, 2014

While I was working as a self-employed contractor I was so confused about what my tax deduction options were that I was quite unhappy about the amount of taxes I would be paying. Joel reviewed my tax return and saved me so much. He explained in detail to me the legitimate tax deductions I was not taking. His expertise saved me hundreds of dollars over the several years that I was self-employed. And the fact that he was calm and nurturing when he explained and taught me never made me feel bad. I appreciate so much that he took the time to teach me instead of just making the corrections. I have always recommended Joel to friends whether they have simple or complex tax issues.

Ed R.

Dec 12, 2014

Joel Schmitz has assisted me over the past few years on my taxes. As a best selling financial author, I am often asked to assist my readers with taxes and financial planning. I consider myself an expert. However even my experience has limits and I require tax services from CPA's. Over the years I have utilized the services of many CPA's. Joel is the only CPA that I have discovered who has advanced background for answering difficult real estate tax and estate tax planning questions. He has helped me make informed decisions each time that has saved me tens of thousands of dollars. I would highly recommend using him for your taxes and financial planning. You are certain to earn every dollar back in the form of savings on taxes. Ed Ross (best selling author on AMAZON "Forecasting for Real Estate Wealth").

Christine S.

Dec 12, 2014

I've worked with Joel on my taxes for several years. He's very knowledgable, and always up to date with the latest tax information. I love the packet he sends ahead of tax time. It really helps to get things in order and be prepared. His service is timely, professional and friendly!

Julie F.

Dec 12, 2014

Working with Joel has been nothing short of pure pleasure. His business ethic is outstanding as well as his genuine concern for his clients. He continuously exceeds expectations and goes above and beyond the regular call of duty.

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
We have a simple pricing structure and are highly competitive. We have a small modest office and run our CPA firm to keep costs low. Our prices reflect this, So many customers are amazed at how inexpensive it can be to hire a CPA.
What education and/or training do you have that relates to your work?
We are required to do 80 hours of continuing education. I normally complete over 160 hours to stay on top of the changing tax laws.
What advice would you give a customer looking to hire a provider in your area of work?
Interview them and make sure there are no hidden fees. Many companies advertise a low price but then add unexpected fees.

Joel Schmitz, CPA

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