Current Top Pro
Hired 145 times
30 years in business
(Central Time Zone)
8:00 a.m. to 6:00 p.m.
Credit card, Cash
Currently a Top Pro
Top Pros are among the highest-rated, most popular professionals on Thumbtack.
Jul - Dec
Nicole W.Mar 9, 2018Verified
So far the team seems very professional and responsive and I hope that this is the beginning of a great partnership in handling all my tax needs going forward.Feb 26, 2018Verified
Great job on our taxes. Very punctual and answered questions quickly. Will use againDec 28, 2017VerifiedPlano Tax Prep's reply
Thanks for the review Shandon, we look forward to working with you again!
Joseph has done a fantastic job so far. He helped reach my tax deadline despite my last-minute submittal of tax data and has provided a very high level of service since he started helping me.Oct 23, 2017Verified
Joe has been wonderful to work with and I am recommending him to anyone and everyone. Besides the work quality, professionalism, value, responsiveness, and punctuality he has been honest and real. That is what I needed to be able to trust him and he has been all the way. I will forever be a client and grateful for all the assistance in all the tax "stuff" we had going on.Sep 24, 2017Verified
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- What should the customer know about your pricing (e.g., discounts, fees)?Yes - we have flat rates depending on the type of return. Additionally, if hired, you have year round access to our team for tax advice.
- What is your typical process for working with a new customer?We send the client a link to establish a private folder on our secure client portal. Once the folder is established, we can trade documents securely. We do not use e-mail because it is not secure. The next thing we do is upload a client questionnaire and organizer. The completed questionnaire is uploaded by the client along with any original tax documents and a copy of the prior year return. It's that simple.
- What education and/or training do you have that relates to your work?I have been a Certified Public Accountant since 1989. Additionally, I am required to complete 40 hours of continuing professional education every year