Joe has done our taxes with integrity for more than a decade. He is very thorough with high attention to detail. He is extremely knowledgeable and current with tax law. Joe is always a pleasure to work with and has excellent customer service, especially when I forget something and need to follow up. He has provided great advice for inheritance and retirement.

My wife and I have used Joe for our taxes, for over than ten years. He is extremely thorough, knowledgeable and stays current with the tax code. Joe provides excellent customer service, is enjoyable to work with. He has provided sound financial advice for us as I moved into retirement.

Honest and extremely knowledgeable.

Expert financial advice and consulting.