Tax Genius Inc.

Offers remote services

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Special tax situations

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Introduction: It's all about the service! We work hard to understand the client on a very personal level and see what is the best way to approach their work. This way, we can maximize their financial gains and life. We are more than just a tax preparation company, we your financial advisors. Helping people grow themselves as a mentor. We do not just do taxes; we help you grow your life! Some of our clients started with us as employees of various organizations, and now they run their own organizations and build their own futures. We are proud to be there every step of their way! Others have started making better financial decisions with their money to grow themselves. As tax Professional, my job is not just to help you do your taxes, but to help you grow financially so that you can save money on taxes in the future!

Overview

Hired 97 times

5 employees

11 years in business

Payment methods

Cash, Credit card

Social media

Facebook, Twitter

Top pro status

Top Pros are among the highest-rated, most popular professionals on Thumbtack.

Jul - Dec

Jan - Jun

This pro indicated that they reviewed CDC safety guidelines for COVID-19 and pledged to do the following:

Maintain 6 feet of distance from customers

Wear masks during the job

Wear gloves during the job

Disinfect surfaces touched during the job

Featured Projects

9 photos

Specialties

Special tax situations

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Reviews

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

Very good 4.5

57 reviews

5

81%

4

5%

3

2%

2

3%

1

9%

Read reviews that mention:

Hartley S.

Business Tax Preparation

Jay is an articulate, personable professional. He gets directly to the point and makes sure it is understood completely. I enthusiastically recommend him for tax related matters.

Aug 31, 2020

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Verified

Meg C.

Accounting

Really quick service! Super helpful and informative. I was pleased with my service and appreciate all that Jay did for me and my taxes. I couldn't have filed in 2018 without his diligence, support, and assistance. I had some additional fees tacked on to my services because I had a unique double-taxed by two states situation, but Jay made sure I knew that before we did it.

Apr 4, 2019

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Verified

Jacqueline H.

Individual Tax Preparation

Jay was amazing as my tax preparer—knowledgable, quick, friendly, and professional. He even took my call in the evening after the office was closed and went out of his way to fit an appointment in during a busy week.

Feb 25, 2019

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Verified

Cecile C.

Individual Tax Preparation

Great and very personable. He was very knowkedgable regarding my handling my taxes and was very helpful in answering all my question. Will definetly br using again

Tax Genius Inc.'s reply

Thank you Cecile.

Mar 30, 2018

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Verified

Jeffrey C.

Individual Tax Preparation

These guys are smart, responsive and makes the usually mind-numbing tax filing process light and stress-free. They uses a secure portal for documents and they're quick as a whip: to respond to any questions and to do the filing. Their fee is very reasonable and it's easy to pay them. Highly recommended!

Tax Genius Inc.'s reply

Thank you very much Jeffrey!

Jan 18, 2018

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Verified

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
We have a standard pricing system based on the workload. If you do not like the service or price, we all will part ways as friends, Simple rule, you do not like it, you do not buy!
What is your typical process for working with a new customer?
we like to converse either the phone or in person initially to get to know them and their work. Then, we like to introduce the client to the professional that will be working with them. After take we gather all the documents to help them with the client's needs and explain to them as to the next steps and what to expect.
What education and/or training do you have that relates to your work?
We are required by Various State Organizations and Federal Government to take continuous education. In addition, we have Varity of professionals on the team to help your needs (CPA, EA, tax professionals, insurance agents, and financial planners.). Depending on the title, we have those certifications to help you with all your needs.

Tax Genius Inc.

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