Jofi Joseph CPA Tax Services
Jofi Joseph CPA Tax Services

Jofi Joseph CPA Tax 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

Hired 350 times

Background checked

1 employee

9 years in business

Payment methods

This pro accepts payments via Cash, Check, and PayPal.

Social media

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Top Pro status

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

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2021

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2020

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2019

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2018

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2017

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2016

Featured Projects

4 photos

Reviews

Great 4.8

187 reviews

5
94%
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Customers say...

This pro is thorough, knowledgeable, and responsive. Customers appreciate their clear communication, ability to provide actionable solutions, and friendly demeanor. They also praise the pro's availability on weekends and their ability to handle complex tax situations.

AI-generated summary of customer reviews

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
Mathew G.
Jul 22, 2020
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Hired on Thumbtack

Hired on Thumbtack

We did our taxes for 2019 with Jofi Joseph. He was great to work with and was responsive, thorough & fast with the work he did. His financial and tax advice was practical and easily applied in our situation. We look forward to working with him in the future!
Individual Tax Preparation
pro avatar
Justin B.
Jul 6, 2020
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Hired on Thumbtack

Hired on Thumbtack

Great experience with Jofi on 2019 tax returns, would highly recommend him and plan to work with him again next year. More detailed version: My wife and I have worked with a few different people for tax preparation since moving to the area a few years ago. We weren't satisfied with the services we'd received in the past and so we decided to try doing our taxes ourselves for 2019 using turbotax. But when turbotax told us we owed substantially more than we had expected we were concerned that we might have done something incorrectly, so we decided to try a new person to be safe. We are very glad we went with Jofi. First of all, by going with Jofi we saved more than $1,300 compared to what Turbotax said we owed (and that amount includes after paying his fee). But not only that, Jofi responded to us and answered our questions quickly and comprehensively, and he explained things clearly and thoroughly using plain language. We initially contacted him on a Thursday evening, had a consultation with him on Friday, and he had everything prepared by the end of the weekend. Finally he provided extremely helpful advice to help us plan for next year and beyond. We had a really great experience with Jofi, would recommend him highly, and plan to have him prepare our taxes going forward.
Individual Tax Preparation
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Rick S.
Jun 30, 2020
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Hired on Thumbtack

Hired on Thumbtack

Jofi is a very helpful financial advisor. He gave me and my wife very great advice about building our savings and how to tackle refinancing our loans. Highly recommended!
Personal Financial Planning
pro avatar
Joel B.
May 6, 2019
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Hired on Thumbtack

Hired on Thumbtack

Switched from a firm to Jofi for this year's taxes and I was very happy with my choice. His price was competitive and he actually provided a personal touch. Working with my prior firm was pretty automated and very expensive given the lack of personal attention. Jofi also provided me a summary email with tips and insight specific to my taxes this year that I never got from other firm. Will use him in foreseeable future.
Jofi Joseph CPA Tax Services's reply
Joel, thank you for your positive feedback. I look forward to establishing a long term partnership with you and your wife for all of your tax needs. Jofi Joseph, CPA
Individual Tax Preparation
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Jofi Joseph

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