If you hire this pro, you’re covered by a money-back guarantee. Learn more
If you hire this pro, you’re covered by a money-back guarantee. Learn more
About
We are a year-round full service tax and accounting practice offering tax, accounting, bookkeeping, payroll and tax resolution services.
I am a CPA and enrolled agent (EA) with over 25 years of business and personal experience.
Overview
Hired 98 times
6 similar jobs done near you
Background checked
Verified business
3 employees
15 years in business
Business hours
This pro hasn't listed their business hours.
Payment methods
This pro accepts payments via Check, Credit card, and Zelle.
Top Pro status
Top Pros are among the highest-rated, most popular professionals on Thumbtack.
2020
2019
2018
2017
Services offered
Accounting needs
Entity type
Individual or sole proprietorship
Partnership
C-Corp / Corporation
S-Corp
Industry
Sales & marketing
Healthcare
Technology / IT
Manufacturing
Reviews
Customers rated this pro highly for professionalism, responsiveness, and work quality.
Excellent 4.9
66 reviews
5
94%
4
5%
3
0%
2
0%
1
1%
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Read reviews that mention:
Anthony A.
Mar 13, 2026
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Hired on Thumbtack
Joe made the worst time of the year financially a very easy experience. All the tax information was gathered and questioned professionally. All the tax papers were presented to me and any questions were answered, the completion was done exactly on my time table, at a fair price.
Individual Tax Preparation
Christina C.
Mar 7, 2025
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Hired on Thumbtack
I am very grateful for Joe and Chris, they REALLY helped me. I have previously done my taxes and after a move, and some other factors was seeing I owed a lot, Joe jumped in and did my taxes efficiently and found errors that saved me a lot. After a recent move etc. this was super helpful. Joe also took the time to talk through things with me before I decided to work with him and walked me through my taxes and other questions as well. Cannot thank this team enough!
Individual Tax Preparation
Nick E.
Aug 22, 2016
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Hired on Thumbtack
Finally found a company I can trust with my finances and it is such a relief!!! I've been with alliance for over a year now and can't say enough about them! Just a fantastic company. I received a fantastic tax return because they let me know about things I didn't even know existed. Whether I just have a legal question or need assistance with my finances they are always quick to respond and always on top of it! HIGHLY RECOMMEND
Business Tax Preparation
Alex K.
May 20, 2022
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Hired on Thumbtack
Joe is the ultimate professional. He took care of our tax preparation quickly. It was easy to set up a conference call with him to go over our situation. He was knowledgeable and confident in advising us. A+ for the Alliance Financial Services.
Accounting
Susan N.
Mar 23, 2018
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Hired on Thumbtack
From the start, Joe was extremely professional and accessible. He obviously possessed expert experience which enabled him to navigate my tax situation with ease. He delivered the tax return exactly when he predicted, he charged exactly what he said he would and he went above and beyond to obtain a result that we were both happy with at the end of the day. I highly recommend Joe and his team to anyone seeking new professional services for tax purposes. I am a self employed business owner and he delivered way beyond my expectations!
