Holdaway Financial

Licensed

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Accounting needs

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About

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.

Overview

Hired 18 times

Background checked

License verified

1 employee

12 years in business

Business hours

This pro hasn't listed their business hours.

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Social media

Facebook

Top Pro status

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2018

2017

Credentials

License verified

CPA – Certified Public Accountant

License state: UT

Background checked

Passed by Joelee Holdaway on Feb 19, 2021.

Services offered

Accounting needs

Bookkeeping

Preparing tax returns

Entity type

Individual or sole proprietorship

Partnership

C-Corp / Corporation

S-Corp

Industry

Sales & marketing

Healthcare

Technology / IT

Manufacturing

Projects and media

Reviews

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

Exceptional 5.0

14 reviews

5

100%

4

0%

3

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Read reviews that mention:

David L.

Feb 24, 2017

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Hired on Thumbtack

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.

Individual Tax Preparation

Hailey S.

Apr 5, 2017

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Hired on Thumbtack

Individual Tax Preparation

Brieanna P.

May 10, 2017

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Hired on Thumbtack

Individual Tax Preparation

Melanie H.

Apr 16, 2018

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Hired on Thumbtack

She was fantastic! It was simple, she was able to get us a return and we anticipated having to pay taxes! We will keep using her in the future! :)

Business Tax Preparation

Jay T.

Mar 22, 2016

•

Hired on Thumbtack

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

Individual Tax Preparation

FAQs

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 starting from $200 per month for revenue levels starting at $50,000 up to $770 per month for revenue levels up to $1,000,000. 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.