-
December 2022 by Angela W.
We scheduled a consultation with Jofi to help us better plan for tax year 2023. Jofi was a pleasure to work with from the start! He was friendly, professional, and highly responsive. During our consultation, it was clear he had thoroughly reviewed all of the documents that we submitted. He provided detailed feedback and suggestions on how to minimize our tax burden. As we near retirement, he also gave us some things to consider, insofar as financial planning, that we would never had thought of going this alone. Highly recommend Jofi!
-
December 2022 by Alex Robinson
Helpful email consult
-
November 2022 by Karin P.
Found Jofi on Nextdoor which was the best discovery of my year. I received a IRS notice of tax discrepancy from filing by myself on TurboTax and had no clue how to fix it. Jofi came to the rescue - he responded in less than 24 hours to my inquiry and had my paperwork resolved in less than 24 hours, saving me thousands of dollars. Issues that numerous calls to TurboTax and IRS couldn't resolve... would HIGHLY recommend his services!!
-
October 2022 by Austin Raymond
When I was put in contact with Jofi, he reached out to me immediately and provided me with the support I needed within a business day! Working with Jofi was such an incredibly positive experience: he was prompt, professional, understanding, efficient, and quickly assessed and explained my situation in a way that was clear and easy to understand. I am so thankful for his help, and would definitely recommend him to others seeking tax/financial planning services!
-
May 2022 by Kenny D.
Jofi was a pure professional. Led me from inception to submission painlessly on a difficult return. Highly Recommend Mr. Jofi Joseph
-
January 2022 by Linda Krueger
Always get a straight and quick reply. Have been very satisfied and highly recommend.
-
October 2021 by Sean B.
We were referred to Jofi by Stephen Kahn after we reached out for assistance in preparing our taxes. This was the first year for my wife and I having major changes to our tax status and did not want to try and do it all on our own. Jofi was great to work with! He has great communication and definitely took his time to answer all of our questions. Jofi runs a very smooth, convenient, and efficient process. I highly recommend his service.
-
September 2021 by M G.
Jofi did a great job in helping me file estimated quarterly taxes. He was very responsive and knowledgeable. I am happy to recommend his services.
-
August 2021 by Jennifer H.
Wonderful communication, extremely patient and helpful! I would highly recommend Jofi to do your individual taxes and plan on using him next year. Thank you!
-
July 2021 by L. R.
Jofi helped me with an out of state tax situation involving rental property I own and clearing up things for me immediately! I was very stressed out and did not have many resources to turn to. Jofi was kind enough to fit me in his schedule and knew how to address the issue. He communicated effectively to resolve things for me so I highly recommend him. It is very hard to find a trustworthy person with reasonable rates! Thank you!!!
-
August 2020 by Bjorn F.
Jofi is absolutely fantastic! I had some errors on my taxes due to my own mistakes and working with a large online tax service. Jofi was able to review my situation, provide guidance and walk me through the steps to rectify the issues. He outlined timing, costs and what to expect next. With a few minimal pieces of info, Jofi was able to correct my mistakes and save me a significant amount of money! Jofi's costs are reasonable for any firm and considering the amazing level of professionalism and patience in explaining everything to me, Jofi's services are worth their weight in gold. If you're looking to get away from the big online tax services, need help with a return, or want to start taking your taxes more seriously, this is the place to go.
-
June 2019 by Peyton G.
I was amazed by Jofi's abilities. I had a complex tax return that spanned a couple of states, a number of places, some rental income, and some other various complexities. He was very good at assimilating information and recalling it much later. He was quick and very solid. He asked great questions and did a great job! Would use again.
