Joe Flagiello, CPA (My Personal Business, LLC)
Joe Flagiello, CPA (My Personal Business, LLC)

Joe Flagiello, CPA (My Personal Business, LLC)

$200
Starting price


Responds in about 2 hours

Introduction
TAX PREPARATION AND FINANCIAL CONCIERGE SERVICES BY JOE FLAGIELLO, CPA (BASED IN NY/NJ BUT CAN FILE TAXES IN ANY STATE) Do you lack a system or the time to manage and file all your financial records, bills and tax related documents? Do you have a hard time keeping track of where your money is going on a regular basis or if you are meeting your savings and investing goals? Do you need a CPA to help you minimize and prepare your taxes? That's MY PERSONAL BUSINESS!! My Personal Business, LLC’s mission is to simplify people’s financial lives so they can use their invaluable time on activities they want to do rather on those they have to do. Specifically, its aim is to perform the following services for its clients: "Organize" - Advise on and implement best practices in achieving and maintaining a more organized financial and personal life through document management services and personal/financial record keeping "Analyze" - Facilitate the achievement of financial goals through preparation and analysis of personal financial statements, budgeting, cash flow management techniques, debt reduction strategies, and asset allocation advice "Minimize" tax time hassles (and taxable income) through year-round tax planning, information gathering, and tax preparation
Overview

Hired 9 times

Serves Mahwah, NJ

Background checked

License verified

1 employee

18 years in business

Business hours

This pro hasn't listed their business hours.

Payment methods

This pro accepts payments via Cash, Check, Credit card, PayPal, Venmo, and Zelle.

Specialties
Special tax situations

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Reviews

Customers rated this pro highly for professionalism, work quality, and responsiveness.

Exceptional 5.0

12 reviews

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pro avatar
Jared M.
Oct 23, 2023
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Hired on Thumbtack

Hired on Thumbtack

Joe did an excellent job with my taxes and at an incredible value! I will be using him year after year going forward. Couldn’t be happier.
Joe Flagiello, CPA (My Personal Business, LLC)'s reply
Thank you so much Jared! Looking forward to working with you again next tax season!
Individual Tax Preparation
pro avatar
George C.
Oct 5, 2023
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Hired on Thumbtack

Hired on Thumbtack

STOP SCROLLING!!!!! Joe Flagiello is the Very Best. I was impressed with his quick response , tax knowledge, professionalism. He made a difficult process in the past to a most eye opening and enjoyable experience. His attention to detail on my tax documentation breakdown etc. Fantastic. I found my new CPA and tax professional. Excellent job Thank you. Contact Joe immediately. All the Best Joe George C.
Joe Flagiello, CPA (My Personal Business, LLC)'s reply
Thank you so much George!
Individual Tax Preparation
pro avatar
Gregory D.
Mar 7, 2024
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Hired on Thumbtack

Hired on Thumbtack

Hired Joe on thumbtack and glad I did. He delivered as promised and if anyone is looking for any of his services I would highly recommend him. THANK YOU JOE. GREG DAGOSTINO
Individual Tax Preparation
pro avatar
Sandra C.
Mar 7, 2024
·

Hired on Thumbtack

Hired on Thumbtack

Listened to our concerns and promptly completed our tax return.
Joe Flagiello, CPA (My Personal Business, LLC)'s reply
Thank you Sandra!
Individual Tax Preparation
pro avatar
Rahul R.
Aug 8, 2023
Joe is the real deal. Have been using his services for Tax and general financial planning for many years now. He is super responsive, professional and knowledgable in all financial areas. Highly recommend to anyone.
Joe Flagiello, CPA (My Personal Business, LLC)'s reply
Thanks Rahul, appreciate it!
Credentials
License

License Type: Accountancy Firm Registration (NJ)

License verified on 1/2/2024

Background Check

Joseph Flagiello