Jofi Joseph Tax Services
About this pro
I possess both the experience and educational credentials to deliver the best tax preparation and planning services for you. I possess a Masters of Accountancy degree from George Washington University and expect to secure my Certified Public Accountant license. I have spent a decade as a Community Tax Aid preparer; during the 2014 tax season, I worked for a local CPA firm in Alexandria processing 1040s, 1041s, and 1065s. Over the last two tax seasons, I have built up this business and now carry over a hundred clients while welcoming new customers on a regular basis. I can prepare highly complex returns for individuals and families, including sole proprietors. When it is time to complete your tax return, it is usually too late to help you find ways to reduce your tax bill for the previous year. So I most enjoy interacting with individual clients and showing them ways to reduce their tax liability for future years by taking advantage of multiple deductions and credits tailored to their individual situation.
Years in business3
Times hired on Thumbtack187
Number of employees1
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Q & A
- 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?I am always willing to meet in person with a new client if that is what he or she wants. Otherwise, I prefer to work on a virtual basis with you. I will send you a link for a shared and secure Dropbox folder where you can upload your tax documents as they become available. After I have had a chance to review them, I will come back to you with follow up questions. When the 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. And we are done!
- 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 licensed tax preparer in the State of Maryland, as required by state law, and expect to secure my Certified Public Accountant license by the end of this year.