I agreed to pay a 200 dollar consultation fee. In our meeting not much was discussed, except Joan did have some basic/general accounting Information she was happy to share. Joan seems like a very nice person, and has accounting skills from what I could deduce... My one star is for the process she has in place to do your taxes. It seems she offloads MOST of the work on her clients to gather, organize and document all accounting paperwork. I was tasked to compile a lot of information to make "Joan's" job easier. My previous accountant did all this for me as well as asked the"right" questions, Joan did not. Also,as my I understanding, I was going to drop off all my paperwork, I compiled and aggregated, and pick up at a later date with little to no face time with Joan. My previous accountant did all my tax paperwork with me in an hour meeting and asked all the right questions. I just didn't trust Joan to be as detailed, with all the offloading of compiling to me, and stayed with my previous accountant. I felt the 200 dollar consultation fee was excessive, however if she does your taxes, it's credited towards your fee.. Still seems a money grab, IMO. To me... read more

BEWARE! Do NOT trust Joan Halter CPA. We were informed by America's Choice Bookkeeping who we engaged and made our power of attorney that Joan had bought them out. We were now one of Joan's clients but all our information was lost and we'd have to pay for services all over again with a new engagement letter. None of our taxes were filed. The irony is the guarantee on their website is false. America's Choice was founded by Bruce Clark and was sold to Joan Halter CPA. We were originally referred to America's Choice by Direct Inc. Corp (directincorporation.com), a company that does similar services to Legal Zoom. We have been victims of fraud. We paid close to $2,000 for bookkeeping and tax return filings that were never completed. Then Joan Halter said all our information was lost in Canopy accounting software and that we would have to start a new engagement with them. Joan said Bruce had sold her bad client accounts. I asked for Bruce Clark's info who bills himself as a greater marketer for CPA's, more like a scam artist. Joan told us she couldn't contact Bruce, even though she bought his company? The lead accountant for us was Robert Azar who we were told had died. We did some research and found that he only worked for America's Choice for 3 months according to his LinkedIn profile yet he was emailing with us and speaking to us via phone into 2017. We never met him or anyone from ACB because they operated online. When I read Matthew M.'s Yelp review, I saw we had a very similar experience to him. Therefore, I'm posting this review so you don't become a victim of what I believe to be fraud. Another review on here says that Joan was incompetent, making excuses, she did a similar behavior with us too. I don't want you to go through what we experienced which is a mess we're still sorting. I imagine there are other people who've gone through similar experience but haven't spoken up yet. I filed my taxes effortlessly with TurboTax and wish that I had done sooner. Then I could have avoided this painful lesson. Please do your own due diligence! read more

Joan W Halter CPA - In our experience, this has been a scam. We never got the services we paid for. - Tax Services Near Me - Mullica Hill, New Jersey

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I did not have a positive experience. Joan was not responsive to my emails or phone calls. When she did respond there was always an excuse about why she could not get back to me in a timely manner. She cried a lot. A lot! It took over a year to resolve my 2017 taxes. I would not recommend her services. read more

I paid $1400+ for my 2016 taxes to be filed by Americas Choice BookKeeping. The company failed to filed my taxes, and never notified me of them being bought out by Joan Halter CPA. After many months of being lied to by both companies in regards to when my taxes would be done. Joan called back asking me to pay $600 more to file the taxes for 2016 i had already paid to be filed. Do not work with either of these companies. read more

I enlisted Ms. Halter's services because I knew virtually nothing about the financial aspect(s) of owning an LLC. I basically told her that I need serious guidance when it comes to taxes, payroll, employee vs contractor status, bank accounts, deductions, etc. I was extremely pleased with her responses to all of my questions - especially the manner in which she treated me. I was never made to feel like I had too many questions and I never felt stupid or silly for not knowing more. In addition to being extremely knowledgeable, I found Joan to be friendly and overall very likable. I will have no qualms about referring friends, family and clients to Joan for any and all financial matters. read more

What a great group of people--everyone in the office is helpful and nice. It is a very professional atmosphere and they take the time to discuss any questions concerning your tax return. I have friends who use this firm for their businesses and they are extremely happy as well. read more