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About
In this field there are always providers who say "We can get you the biggest refund for your return." While I may not be able to say that (nor do I), I can guarantee that your return will be done to the best of my abilities at a reasonable price and it will be done according to the tax laws with no corners being cut. More often than not, if someone says that they can get you the biggest refund out there, they will have to do some questionable things on your return to achieve that big refund.
**NAMED BEST OF 2015 and BEST OF 2016** by Thumbtack due to two years of outstanding reviews!
**TOP PRO 2017-2019**
I like helping customers understand the intimidating issues around their tax liability and in many cases arcane tax rules.
Overview
Hired 198 times
Background checked
30 years in business
Business hours
This pro hasn't listed their business hours.
Payment methods
This pro accepts payments via Cash, Check, PayPal, Venmo, and Zelle.
Top Pros are among the highest-rated, most popular professionals on Thumbtack.
2021
2020
2019
2018
2017
Services offered
Accounting needs
Bookkeeping
Preparing tax returns
Managing AR and AP
Preparing fin. statements
Entity type
Individual or sole proprietorship
Industry
Reviews
Customers rated this pro highly for professionalism, responsiveness, and work quality.
Excellent 4.9
127 reviews
5
94%
4
4%
3
1%
2
1%
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Your trust means everything to us. Learn about our review guidelines.
Read reviews that mention:
Real I.
Mar 10, 2017
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Hired on Thumbtack
Josh was great with helping me with my complicated bookkeeping for my business as well as my personal taxes for my wife and I. I will definitely be using him again for all my tax needs.
Accounting
Bianca R.
Mar 11, 2017
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Hired on Thumbtack
Have only had one meeting w Josh but can say already -he knows his stuff ! Just from eyeballing last years returns, he found an error from our past accountant and this error ( once he corrects it ) will be money coming to us. He was very personable, very easy to talk to and knew exactly what we needed!! Sooooo happy I found him-I feel more than confident in his abilities. I think he's great. The prices he quoted were more than reasonable. Honestly -don't think twice , just hire him!!
Individual Tax Preparation
Karen P.
Mar 21, 2022
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Hired on Thumbtack
I was very nervous going into what I thought was going to be a very daunting tax review. First, Joshua was warm and friendly. The environment was very comfortable. Not only did Joshua explain everything he was inputting, his services were quick and he was able to get me a refund I didn’t think I could get. He explained the numbers throughout and now I have a better understanding of the overall process. I could not be happier and will absolutely be going to him every year he provides his services and will also refer him to all of my friends! A+, 5 stars, 10/10. He is the real deal!
Individual Tax Preparation
Cecilia s.
Mar 24, 2018
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Hired on Thumbtack
Joshua was very professional, efficient, and competent. I finally landed into his office after being dissatisfied with other 2 previous tax accountants this year. He did my taxes in 45 min. He showed to be very knowledgeable and his fee is well deserved.
Individual Tax Preparation
Muthu A.
Mar 2, 2020
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Hired on Thumbtack
Josh was too good in analyzing the tax documents and helped to file our tax easily and quickly. He gave some good suggestions for upcoming tax season as well. I will recommend him to anyone.
Individual Tax Preparation
Credentials
Background Check
Joshua Lopes
FAQs
What should the customer know about your pricing (e.g., discounts, fees)?
Fees are based on the work involved for the services provided. They are NOT based on a percentage of a refund.
What is your typical process for working with a new customer?
I will meet with a new client, whether it is in person or on the phone, and review any questions or concerns they may have. We then agree upon the best way to deliver documents (in person, email, through a secure portal) and wrap up the engagement as efficiently as possible.
What education and/or training do you have that relates to your work?
I participate in industry roundtables and conferences throughout the year as well as meeting with other practitioners to discuss different tax issues.
