A note to our community regarding COVID-19. Learn more
Fair Winds Tax and Financial, LLC
Fair Winds Tax and Financial, LLC

Fair Winds Tax and Financial, LLC

Offers remote services
Offers remote services
contact for price

Select a service
Zip code
Special tax situations
Sorry this pro can’t do your job, but we know other pros who can.
Introduction: Joshua Giminez, CPA, EA, CFP® has 15+ years of Tax, accounting, and financial experiences. Fair Winds Tax and Financial, LLC has been providing individual tax returns (including nonresident and expat tax returns), tax planning for individuals and businesses, business tax returns, business accounting, bookkeeping, business start-up consulting, and fee-only financial planning for the past 10+ years. Any service we provide is designed to create the maximum Client benefit while considering the Client's long-term financial/business growth. We work with Clients' needs to help them solve their complex and unique situations: give maximum savings personally, pay less in Taxes, achieve strong business growth; these are what give us satisfaction.
Overview

Hired 36 times

Background checked

License verified

12 years in business

Payment methods

Cash, Check, Credit card, PayPal, Square cash app, Venmo, Zelle

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

Disinfect surfaces touched during the job

Specialties
Special tax situations

, , ,

Reviews

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

Great 4.8

27 reviews

5
89%
4
7%
3
0%
2
0%
1
4%

Read reviews that mention:


Nina R.

Individual Tax Preparation

Josh provided us with sound advise to our tax questions. I would definitely go back to him if/when the need arrises and highly recommend him to others.
Dec 9, 2020
·
Verified
Ketan M.

Individual Tax Preparation

Joshua was quick to respond and answered all my tax related questions patiently and quickly for my unique tax situation. He is very well versed with US and India tax laws and systems.
Aug 5, 2020
·
Verified
Peter M.

Business Tax Preparation

I had a few general questions about setting up a business. I wasn't sure Thumbtack would be a good place to find these services, but I was very please with the result. Joshua was absolutely what I needed. He walked me through everything I needed to do and offered lots of bonus advice. Despite the fact he is located in a different state, he was able to advise me on the rules and regs here in Louisiana. The whole call took about 30 minutes and was worth every penny. I highly recommend Fair Winds and plan to keep them on speed dial.
Aug 20, 2020
·
Verified
Sarthak M.

Individual Tax Preparation

Good professional. Very patient with all my questions and requests. I would recommend to my friends and family.
Apr 22, 2021
·
Verified
Roelof S.

Individual Tax Preparation

I had been looking for an answer to my problem for quite some time. Joshua reached out and was able to provide a clear answer right away, without charge (short phone call). Will certainly be reaching out to Joshua for future projects!
Fair Winds Tax and Financial, LLC's reply
Thank you, Roelof, for your kind words. If you have any additional questions, or receive any correspondence from the IRS, we are here to help you.
Feb 11, 2020
·
Verified
Credentials
License

License Type: Enrolled Agent (IRS) (OH)

License verified on 1/29/2018

License

License Type: CPA - Certified Public Accountant (OH)

License verified on 1/1/2020

Background Check

Joshua Giminez

FAQs

  • What should the customer know about your pricing (e.g., discounts, fees)?

    In general our prices are Fair. If a Client wants to know her/his Tax return preparation fee (or estimated fee for other services), then a detailed description is needed of her/his Tax situation. The fee may go up if important details are left out of her/his situation (such as transactions that took place outside of the US). Also, in a few cases, your fee may go down because the Client does not need certain items. We give discounts based on certain combinations of services, such as a business Tax return with accounting and/or consulting -- because the more we know about your situation, the better we can help you.

  • What is your typical process for working with a new customer?

    I like to hear every detail of what a Client says relative to their needs (because IRS terminology and certain companies may use different terms - and can pick up on the differences, leading to more deductions in Tax returns preparation and accounting rules). I also like to hear about a Client's past as well as their future financial goals/situations. Potential clients should also be ready to share all documents needed; this helps us to better serve our Clients with presentable choices as well as meeting their future Tax/financial needs. From there, we continue the conversation via a combination of methods (whichever the Client prefers): phone, e-mail, video chatting, texting, in-person meetings, pictures of documents, scanning & uploading files, etc. In the end, we craft a full picture of what the Client needs, and this process tends to help the Client feel more peaceful and assured with the results that they receive.

  • What education and/or training do you have that relates to your work?

    I have been in Tax, accounting, and financial areas for 15+ years. I have worked with small CPA firms in Ohio, as well as a national Tax firm, and a national financial advising firm. I also worked for small and large companies and a not-for-profit college as well as book editing reviews, and even flipped real estate. Additionally, in order to keep my CPA, EA, and CFP® credentials, I have been taking over 100 Continuing Education Credits in various disciplines every year as well as going to conferences and events. I am always seeking out and trying to better serve my Clients' needs and goals in their unique Tax/financial situations.

Not what you’re looking for?

No problem: we have pros for every job.