Fair Winds Tax and Financial, LLC
Fair Winds Tax and Financial, LLC

Fair Winds Tax and Financial, LLC

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Offers remote services
Offers remote services
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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 and business tax returns (including nonresident and expat tax returns), tax planning for individuals and businesses, accounting/bookkeeping, business start-up consulting, and fee-only financial planning. 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 53 times

Background checked

License verified

13 years in business

Payment methods

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

Top pro status

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Jul - Dec

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Jan - Jun

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Jul - Dec

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

Reviews

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

Great 4.8

32 reviews

5
91%
4
6%
3
0%
2
0%
1
3%

Read reviews that mention:


pro avatar
Elizabeth S.
Feb 28, 2022
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Hired on Thumbtack

Hired on Thumbtack

We were very happy with the help provided by Fair Winds - Josh was very responsive and kept us informed as he completed our tax prep.
Individual Tax Preparation
pro avatar
Vincent C.
Sep 15, 2021
·

Hired on Thumbtack

Hired on Thumbtack

Overall: Outstanding. I would have selected Value and Punctuality as well but could only select three items. Fair Winds took my messy and fairly complicated personal tax situation over multiple years and quickly made sense of it for me and corrected my errors. In addition, Fair Winds did the same for ~13 years of taxes for a complex Supplemental Needs Trust I manage. Suffice it to say that relying on Fair Winds has allowed me to feel confident and stress free wrt taxes. I will be using Fair Winds exclusively going forward.
Individual Tax Preparation
pro avatar
Julie E.
Mar 2, 2018
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Hired on Thumbtack

Hired on Thumbtack

The job is not yet complete, but the first meeting and all email communications have been professional, efficient and pleasant. Joshua is very easy to talk to and is very detail oriented and meticulous, which is a bonus for a tax accountant! So far, so good!
Individual Tax Preparation
pro avatar
Jane M.
Jun 18, 2021
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Hired on Thumbtack

Hired on Thumbtack

After two years of bad experiences with tax preparers, I was extremely pleased with level of professionalism, responsiveness, and work quality rendered by Fair Winds Tax and Financial, LLC. Despite my being overwhelmed by previous tax years, Joshua Giminez, listened to me carefully, answered all of my questions and concerns and helped to restore my confidence in quality tax preparation. His fee was reasonable and he demonstrated true professionalism when I was faced with uncontrollable circumstances that delayed my timeline for submitting all of the tax documents that he needed to file our return on time. I highly recommend Fair Winds Tax and Financial, LLC. Based on my great experience with his service, I am now looking forward to working with Joshua Giminez as my new financial advisor.
Individual Tax Preparation
pro avatar
Nina R.
Dec 8, 2020
·

Hired on Thumbtack

Hired on Thumbtack

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.
Individual Tax Preparation
Credentials
License

License Type: CPA - Certified Public Accountant (OH)

License verified on 1/1/2020

License

License Type: Enrolled Agent (IRS) (OH)

License verified on 9/3/2021

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.

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