Joseph & Hetrick have been my tax preparers for years and they are fantastic. They are very thorough and detail-oriented and very good at explaining the tax consequences of my decisions. Randy has also been invaluable in my life for accountability. She really cares about my financial future, and, although she's very patient and gentle, I feel like I don't want to disappoint her by not contributing to my IRA/TSP/HSA, so I have become a much better retirement saver because of her. I also love how modern and digital their system is; it makes it much easier for me to get them my documents and to get my return filed easily. Jenn Kaplan
Official Website
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Sentiment Analysis
It has been a nice experience to work with Deva to get our tax return done with such complicated tax situation (stock + rental + cross-state moving).
Plus, after each tax return, they provide us with feedback on what we can do the next year to make sure we avoid any nasty surprises in our subsequent tax return.
Deva prepared our taxes and was very quick to answer all of our questions or explain what she is doing and how we can be proactive with our taxes.
Very responsive and easy to work with.
I also appreciated their firm's very professional, super user-friendly set up of their private portal for organizing, uploading, storing documents, and corresponding all in one place.
Randy listened compassionately as I explained I needed help with taxes after my mother died.
I have had my taxes done by Deva for years but just recently completed my first set of financial coaching sessions with her which were incredibly helpful and informative.
Working with her took the stress out of what would have been a pretty complicated tax return and it was SO worth it.
After just a few minutes, she determined that the services of her firm were not suitable for my purposes since I have a simple return, and she directed me to what I should do instead.
I cannot thank them enough for their work and I look forward to working with them in the future.
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