Jofi Joseph CPA Tax Services
Jofi Joseph CPA Tax Services

Jofi Joseph CPA Tax Services

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Offers remote services
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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 347 times

Background checked

1 employee

7 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

Current Top Pro

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

Reviews

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

Great 4.8

184 reviews

5
93%
4
3%
3
1%
2
0%
1
3%

Read reviews that mention:


pro avatar
Vandeclecio R.
Jul 31, 2021
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Hired on Thumbtack

Hired on Thumbtack

Jofi was very helpful from end-to-end experience in preparing and submitting my Tax Return. His guidance is clear and to the point, which saved me a lot of personal time. I will opt to work with him again in the future.
Individual Tax Preparation
pro avatar
Laura R.
Oct 18, 2021
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Hired on Thumbtack

Hired on Thumbtack

Jofi was very helpful with any question that I had. He gave me great insight and knowledgeable feedback which made the one hour Zoom call with him productive.
Personal Financial Planning
pro avatar
Sameer S.
Oct 1, 2021
·

Hired on Thumbtack

Hired on Thumbtack

I had a really useful session with Jofi. He was prepared beforehand, addressed my concerns at the right level, educated me on things I didn't even realize I needed to hear, and in the end, gave me useful and actionable things to do. And friendly to boot! I recommend him highly, and will probably use him again if I need.
Personal Financial Planning
pro avatar
Al S.
Sep 30, 2021
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Hired on Thumbtack

Hired on Thumbtack

Jofi has been extremely helpful in his guidance for my complicated 2020 tax returns because of mutual state withholdings. To this poi t I would give him 5 stars and will revisit this review when the assignment is completed
Individual Tax Preparation
pro avatar
Bill G.
Sep 27, 2021
·

Hired on Thumbtack

Hired on Thumbtack

Jofi was easy to work with, demonstrated an in-depth knowledge of the specific tax question we asked about, and was incredibly responsive. Would definitely work with again.
Individual Tax Preparation
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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