When moving to Green Valley in 2001, I was advised by my lawyer to use Terry Cogan for my taxes. Terry did a great job for 20+ years until he retired. Joseph continues to provide outstanding service and has done a masterful job of minimizing my tax liability. Thanks Joseph! read more

My husband and I decided to file jointly for the last two years. We met with Lessard to discuss the pros and cons of doing so, and sadly he failed to mention a government entity entitled IRMA. I would like to inform you that it can significantly impact your social security earnings, but not in a good way. For instance, in my case it will be reduced by 33 per cent. I strongly suggest learning about this before filing jointly. It would have saved us a tremendous amount of concern if we would have simply been advised of this beforehand. When I called their office to inquire about a possible recourse, I was simply told to make less money, which seemed a flippant answer to me. I called another office, but it is the 4th of July weekend. I do have an appointment on the 15th of July to personally speak to Lessard. I am very disappointed with their service, as this could have easily been avoided, if we had been informed beforehand. The person I spoke to appeared to have no empathy whatsoever for my personal position. It seemed that she was blaming me for being uninformed regarding IRMA, stating that the Social Security mails out information every year regarding this. Has anyone else failed to notice this? I encourage you to research the threshold for the earnings limit, prior to filing jointly. My personal position is that my husband's earnings far overshadow mine. Consequently, I will live on far less. Information is power. Again, I feel disappointed in this service, for failing to simply inform us about this significant repercussion of filing jointly. My husband's earnings should have been a red flag for a CPA. This is the first time I have ever posted a negative review, but the intent is to alert and inform others about IRMA, in case their accountant is not astute enough on this subject to advise them of the significant impact it can have on your income. read more

After my last review I have to admit that the part of having to wait for a check was entirely my fault as I had not made my expectations clear. This year I did get my refund through direct Deposit and look forward to meeting with him very soon to discuss the upcoming tax year. read more

Best CPA experience ever. Joseph Lessard, CPA has been my CPA since moving to Green Valley. We met yesterday to project changes to my tax liability for 2023, and his suggestions will help me save and keep more in my account. Very spirited conversation that propelled me to make a few better choices to keep more dollars on my side. All a part of my yearly filing fee. I highly recommend Joseph Lessard in Green Valley. https://www.joeeasier.com/ read more

My parents have used Mr. Lessard for about 10 years. They appreciated his expertise with multiple states, investments and trusts. Recently meeting him, he was prompt, intelligent, knowledgeable and friendly. I understood why they valued him. read more

This is by far the worst experience I have had with any business. My taxes are not difficult or complex. When I arrived to review them, they were horrifically inaccurate. After explaining what was wrong, the person who was reviewing them with me said that she would give them to the office manager and they would have them redone by the end of the week. I sent an email directly to Joseph detailing my experience, my disappointment and that my trust was seriously diminished. I did not receive any response at all. Today, April 7th, I called to find out if my taxes were complete. I first was told that they were waiting for information from me, then I was put on hold. Then someone hung up and I had to call back. When I called back, I was told that someone would have to call me back. Someone did call me back. To tell me that they had done nothing with my taxes because of my email to Joseph and it was delivered with hostility to boot. So my taxes are not done. They did absolutely nothing to keep my business, re-establish trust or show any interest in keeping me as a customer. However, if you are wealthy, Joseph will not only do your taxes, but will provide actual CPA advice and even deliver them to your house. So there's that. read more

We have been using this facility for tax preparation for over a decade. They are superb! We've had periodic difficulties with the IRS (IRS screw-ups, not ours), but they were there and went to bat for us and got the needed resolution. They are not cheap, but one gets what one pays for, and they are worth every penny. I highly recommend them, especially over the "chain" tax preparation services. If you have questions, they are there for you. I really cannot say enough good things about their service - it is professional yet on a personal level. read more