Holdaway Financial

5.0
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(9)
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9 reviews
5
100%
4
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3
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2
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1
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  • Brieanna P.

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    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!

    May 10, 2017Verified
  • Dan F.

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    Joelee gave us great service, always prompt and timely. I heartily recommend her to anyone needing CPA-level expertise!

    Apr 12, 2017Verified

About this pro

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. 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.

Years in business

4

Times hired on Thumbtack

12

License

Verified
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Photos and Videos

2 photos

    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, my services are provided in packages ranging from $150-$480 per month for revenue levels from $25,000 up to $500,000. Additional add-on services are also available. Please visit my website for more information.
    • 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.

    Business hours

    Mountain Time Zone
    SundayClosed
    Monday9:00 a.m. to 4:00 p.m.
    Tuesday9:00 a.m. to 4:00 p.m.
    Wednesday9:00 a.m. to 4:00 p.m.
    Thursday9:00 a.m. to 4:00 p.m.
    Friday9:00 a.m. to 4:00 p.m.
    SaturdayClosed
    Coverage Area for Holdaway Financial is about 15+ miles of Lehi, UT.