Just want to thank you for spending some time on the phone with my daughter and me yesterday, regarding our New Mexico property and the solar farm being built on it. We really appreciated your advice! Lark H. read more

I really hoped that I could give Joel a 5 stars review and return every year for my tax filing. My husband and I had an initial consultation with Joel to discuss about filing our tax for 2018 (W2 jobs and Property rental). Joel was a warm and welcoming person when we met and we really liked him. I remember leaving his office that day and told my husband, I think we found ourselves a good CPA where we can go back each year and don't have to hop from one place to another when tax season approaches. However, we were promised that we'd hear back within a few days. Nothing. My husband called and was told our file was in a queue. Indeed we understand that it is tax season - the busiest of all for CPAs. But the quality of service is also as important. We did not hear back as promised and after calling their office 5-6 times, my husband got really tired so we decided to go there. When we arrived, Joel came out from his office and saw us (was on the phone), but went back inside. His colleague next door greeted us and went to Joel after he got off the phone. He told his colleague to tell us to leave a message. That was pretty rude. For the price range of $1000-$1500, we deserve better treatment than this. Perhaps Joel overbooked his clients and couldn't handle or $1500 did not worth his while? We'll take our business elsewhere and you should too! read more

Joel Smith and his INCREDIBLE staff are prompt, creative, and offer incisive business sense that works both for small and large businesses. The firm's ability to be nimble, precise, and responsive is truly uncanny in a world of automation and digitization. Joel's team brings the human element into your bookkeeping and accounting services, and they have both saved my firm money and helped us look incredible to my supply chain partners with prompt and efficient availability and supplemental material. 10/10 recommend! read more

I refer Joel over and over again for good reason. My clients always tell me how Joel helped them save on their taxes because he found something their previous CPA had not. This year, it was my turn. Joel found something that my former CPA missed from 2014, and instead of paying thousands on my 2015 return, I got a huge refund! Joel is highly educated and incredibly thorough. If you want your taxes done right, and if you want to keep as much of your earnings as you possibly can, Joel is the best person for the job. read more

I give Joel Smith my highest recommendation! As an estate planning and probate attorney, it is critical to have an experienced, approachable and skilled expert like Joel to help my clients. Joel can handle personal, business and estate tax returns and all of my clients have been extremely pleased with his services...I just referred him again today! read more

Joel has done my taxes from 2009--2014, and I am super impressed with his knowledge and ability to guide me through the process on what is in my interest as a small business owner and as an individual with a kid. Nothing I throw at him is a big deal. He's super easy to work with, and is always quick to respond via phone and email. I'm a Professional Organizer so I organize home offices and corporate offices throughout the Bay Area, and I refer my clients to Joel. He has been a real asset to my clients. I HIGHLY recommend you hire Joel Smith, CPA. read more

Joel is well qualified in real estate tax issues, small business and coporate tax issues. He's no joke when it comes to being the nerdy tax guy that knows everything. Has a Masters in Taxation, CPA, CMA you name it. if you want good quality trust worthy advice then Joel is the man. i've known him for 12 years and i have been a client for 5 of those years since he has gone to private practice. I would refer my friends and family to him. he's also flexible and considerate of your time. But the best thing about having him as your accountant is to have him point out things for you when you not aware of them yourself. He will look out for new tax breaks/credits you may have missed. read more

I came to Joel with a tax nightmare - a personal and business relationship divide. Joel was (and continues to be) easy to reach, a solution-finder, and always a money-saver. I continue to use Joel for my personal and business taxes, and refer friends and colleagues to him regularly, for his consistency and helpfulness in navigating complex waters (to we tax-laymen). Joel is a pleasure to work with, and doesn't charge absurd fees. What more could one ask for in a CPA? read more

A couple of months ago I got the dreaded mail that no one ever wants to see: It was an envelope from the Internal Revenue Service, they wanted to schedule an appointment to review more documentation. Naturally I freaked and was worrying incessantly over it. Fortunately I knew Joel and was able to ask for his advice. He is approachable and has extensive experience dealing with tax issues. He reviewed the paperwork and gave me expert advice on what the IRS was looking for and tips on how to handle them. If you're EVER in this predicament, it sure is comforting to know and have someone like Joel by your side. read more

I called Joel last fall regarding questions I had about a specific form while amending my 2015 taxes. He was patient w/ me over the phone, and shortly after I sent my forms in to the State. I was happy to know that w/ HIS help I finally filled out this one section of the form correctly. He helped me get over the hump I had and I'm very appreciative. What's crazy is that when I called the State for help the representative "Xavier" couldn't even help me w/ my simple problem. read more

I've worked with Joel for three years now and he's been very helpful and responsive to all my business accountancy needs. He and his staff are very knowledgable about the ever-changing climate of tax law. I would recommend Joel and his team to anybody in the Bay Area. read more

Timely communication is key when working with a CPA and Joel excelled in helping me when I was facing a large tax bill. Joel ended up saving me quite a bit of money when he caught a mistake in the tax documents I provided which I am extremely grateful for. I will continue to utilize Joel going forward and if you're seeking a CPA to help you with tax preparation or planning, look no further. read more

Joel Smith is more that a CPA, he knows how to help me plan for the new year. He really took a load off my shoulders trying to run a sole proprietorship and keep up with my home taxes also. I highly recommend Joel. read more

A+ Service Very helpful through a difficult time. Would highly recommend Joel service.

Joel does both our small business and personal returns. Thank you for your excellent work Joel. He is very easy to work with. Also might be worth mentioning I switched to Joel's service from a small tax firm and can't be happier. Joel's fees are very reasonable, and he works directly with my Quickbooks files which makes our syncing-in very easy. Anyway, with all the good work Joel has done for us, he also does our personal taxes now (it's after many many years of doing them by ourselves) read more