Joelee Holdaway, CPA

Lehi, UT

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About this pro

How does your service stand out?

I have over 15 years of experience in accounting and taxes within several industries. My work is very detail oriented. I won't skip over minor things that might cause future problems in order to get more work from my clients. I want to provide value beyond what normally comes with non-CPA accountants.

What do you enjoy about the work you do?

I like getting the numbers right and ensuring compliance for my clients whether tax related or for other regulations. I like passing my knowledge onto my clients and teaching them to better understand accounting and taxes.

Location

Lehi, UT 84043

Years in business

3

Times hired on Thumbtack

12

Reviews

9 Reviews
  • Brieanna P. May 10, 2017
    Individual Tax Preparation
    Verified Review
    My husband and I procrastinated filing our taxes this year, but knew we didn't want to use a service like TurboTax. Joelee reached out to me on Thumbtack and gave me a quote for her service. She was so easy to work with and got our taxes finished so quickly! We ended up owing much less than we would have by going through TurboTax. I would definitely recommend Joelee and we will continue using her for our taxes!
  • Dan F. Apr 12, 2017
    Individual Tax Preparation
    Verified Review
    Hire Joelee Now!
    Joelee gave us great service, always prompt and timely. I heartily recommend her to anyone needing CPA-level expertise!
  • Hailey S. Apr 5, 2017
    Individual Tax Preparation
    Verified Review
    Very professional and timely
    Joelee answered any and all questions I had. She was flexible, and made time for me, and I received very timely responses. I Definitely will be coming to her in the future, and would recommend her for any tax needs!
  • Amy P. Mar 29, 2017
    Individual Tax Preparation
    Verified Review
    Great job!
    Joelee was very professional and nice and answered all of our questions. Our return was finished promptly and I am very satisfied. Will use her again!
  • Lisa B. Mar 28, 2017
    Individual Tax Preparation
    Verified Review
    Great tax preparation
    Joelee did an great job on our taxes and has excellent attention to detail.
  • Leigh A. Mar 17, 2017
    Accounting
    Verified Review
    Simply Great
    Joelee is great! She is helping us with everything we need and has been very accomodating. 5 stars!!
  • David L. Feb 24, 2017
    Individual Tax Preparation
    Verified Review
    Great tax prep!!
    Tax preparation went very smoothly and was well worth the price to not have to worry about doing it myself. The program Joelee used to prepare our taxes was very informative and organized very well. All of our questions were answered. No problems at all.
  • Jay T. Mar 22, 2016
    Individual Tax Preparation
    Verified Review
    Joelee was great , my returns weren't exactly straight forward but lost of communication and she made it easy. Ill definatly hire her again in the future
  • Deena H. Dec 23, 2015
    We hired Joelee to work as our accountant for our small business. She is always willing to help us with quick books questions or training. She has been very professional, prompt and reliable in all of our interactions. She is very proficient and will research answers if she doesn't know them on the spot. She is easy to work with and to understand. Her rates have always been reasonable and she is hardworking and honest.

Q&A

What should the customer know about your pricing (e.g., discounts, fees)?
I strive to provide value that my clients can appreciate. For this reason, fees for my services are as follows: Tax Preparation/Consulting/Planning - $125/hr, total cost generally ranges between $90-$450 for individual returns and $125-$750 for business returns depending on complexity. Accounting/Consulting Services (bookkeeping, payroll, software consulting) - $95/hr, total cost generally ranges between $95-$375 per month depending on transaction volume.
What education and/or training do you have that relates to your work?
Yes, CPA's are generally required to do a minimum of 80 CPE hours every two years.
How did you get started doing this type of work?
I always enjoyed numbers in school. This led me to work on an accounting degree and eventually obtain my CPA license.
What types of customers have you worked with?
My engagements generally include regular bookkeeping services, analysis of accounting records for accuracy, preparation of tax returns for individuals and small businesses, and other business consulting.
What questions should customers think through before talking to professionals about their project?
Certified public accountants are required to have continuing education, therefore, they generally are up-to-date with new standards and regulations that affect individuals and businesses. A CPA's guidance is generally better than the average accountant.