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Jofi Joseph CPA Tax Services
Jofi Joseph CPA Tax Services

Jofi Joseph CPA Tax Services

Top Pro

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Offers remote services
Offers remote services
$625
starting cost


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Introduction: NOTE: The District of Columbia has suspended all CPA license renewals indefinitely due to the pandemic. While Thumbtack cannot "verify" my license at this time due to this development, it remains valid in 2021 and I am happy to provide documentation upon request. As a seasoned Certified Public Accountant, personal financial planner and retirement specialist, I can handle all of your tax, financial, and retirement planning needs -- whether you need your tax returns prepared in a timely fashion or are looking for more sophisticated guidance on key financial and retirement decisions. I am a licensed CPA in the District of Columbia and hold a Masters of Accountancy from the George Washington University. I work with a range of individuals and families on their tax and financial needs. In regards to financial planning, I have significant experience with retirement planning and maximizing use of tax advantaged accounts to build up your savings over the course of your working lives. For taxes, I am especially skilled in maximizing available tax deductions for self employed professionals and rental property owners. As my Thumbtack Top Pro designation indicates, I stand out when it comes to customer service. No question of yours will go unanswered and I always work to ensure you understand the what, why, and when behind my recommendations. Please check out my many great reviews. I look forward to helping you with your taxes and personal finances! Jofi Joseph, CPA
Overview

Current Top Pro

Hired 301 times

47 similar jobs done near you

Background checked

1 employee

6 years in business

Payment methods

Cash, Check, PayPal

Social media

Twitter

Currently a top pro

Top Pros are among the highest-rated, most popular professionals on Thumbtack.

Jul - Dec

Jan - Jun

All year

All year

All year

Jan - Jun

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

Featured Projects

4 photos

Specialties
Special tax situations

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Reviews

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

Excellent 4.9

168 reviews

5
94%
4
3%
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1%
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1
2%

Read reviews that mention:


Malcolm M.

Individual Tax Preparation

Jofi was very helpful during the 2020 tax filing season. My 2020 tax return was rather complicated I had business filings, rental property, mortgages and multiple jobs that had to be accounted for. Jofi made sure to capture all of this information and helped me claim several dedications and tax credits. I recommend anyone who needs professional tax help work with Jofi. He is very responsive, detail oriented and great to work with!
Apr 1, 2021
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Verified
Kathy H.

Individual Tax Preparation

I was very impressed with Mr. Joseph and will ask him file my taxes again next year. The site he uses for exchanging information is very effective and safe. He was consistently professional and responded within an hour or even less with any questions I had.
Mar 10, 2021
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Verified
Jamie H.

Individual Tax Preparation

Jofi did an excellent job completing my taxes, promptly and efficiently. Even identifying a miscue from my company that saved me thousands. Look forward to using Jofi next year.
Mar 2, 2021
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Verified
Harriet w.

Individual Tax Preparation

first time using the web for tax service. jofi walked us through the process of using the computer online for tax service.
Aug 17, 2020
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Verified
Jess A.

Individual Tax Preparation

Jofi was super quick to respond to my questions and initial outreach. We had a great phone conversation and he patiently answered all of my questions and even gave me some things to think about. I had a very peculiar and complicated (to me) tax situation but he had handled something similar in the past and understood my concerns. Will be using Jofi again for my future tac needs. Highly recommend. Very communicative and easy to work with.
Aug 4, 2020
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Verified
Credentials
Background Check

Jofi Joseph

FAQs

  • What should the customer know about your pricing (e.g., discounts, fees)?

    I have a flat price for a basic federal and state return. I may charge an additional fee if you have multiple state returns and/or need to file a Schedule C or Schedule E. 75% of my customers qualify for my standard flat rate.

  • What is your typical process for working with a new customer?

    If a client is locally based, I always welcome the opportunity to meet in person and establish a personal relationship from the very start. Otherwise, I am happy to work with a client on a virtual basis, communicating via email and phone. To facilitate the sharing of your sensitive tax and financial documents, I will send you a link for an encrypted Intuit Link portal where you can upload your documents as they become available. After I have had a chance to review them, I will come back to you with follow up questions. For tax clients, when the final returns are ready for your review, I send them to you. After you are satisfied and have signed the electronic filing authorizations, I will go ahead and e-file your returns. For financial planning/retirement planning clients, I will prepare a detailed analysis laying out your options and my suggested recommendations, followed by a phone call to walk through the analysis. I typically remain available for the following three months to answer any follow up questions you may have.

  • What education and/or training do you have that relates to your work?

    I have a Masters of Accountancy degree from George Washington University and have over a decade of experience in tax preparation. I am a Certified Public Accountant licensed by the District of Columbia.

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