Joseph & Hetrick, LLC is a highly regarded tax preparation and financial advisory firm known for its exceptional service and expertise. The team at Joseph & Hetrick is described as extremely professional, kind, and knowledgeable, consistently going above and beyond to support their clients. Clients have praised the firm's ability to navigate complex tax situations, including multi-state and equity-based compensation arrangements, with ease and diligence. The advisors are commended for their thorough approach, clear communication, and genuine concern for their clients' financial well-being. Beyond tax preparation, Joseph & Hetrick has played a significant role in helping clients make smarter, more strategic financial decisions. The firm has assisted with opening retirement accounts, managing tax payments, and providing valuable tax planning advice to help clients secure their financial futures. Overall, Joseph & Hetrick, LLC is highly recommended by its clients, who appreciate the firm's professionalism, expertise, and personalized service. The team is described as a trusted partner in managing finances, providing a level of support that goes beyond the typical tax preparer.
Deva was extremely professional, kind, and knowledgable in helping me feel confident in my tax preparation. I would recommend any of my friends here.
June 2025
Deva has prepared my taxes for the last few years and has done a great job with my complex, multistate situation. She’s very communicative even during the busy season or her own personal time off. Highly recommend!
November 2024
Randy was an absolute pleasure to work with. She quickly and thoroughly answered all of my questions and helped me understand the rationale behind her answers. She also helped me identify other questions I should be asking regarding, especially regarding my RSUs.
